Thrive: Strategies To Turn Uncertainty To Competitive Advantage

Responsible for the research, development and implementation of the Client Strategy for First Citizens Bank and Atlantic States Bank. The scope of work included creating a proactive relationship, sales and client loyalty culture throughout all levels and lines of business within the organization. Duties included all initial research to define overall company direction and growth potential; development of the client strategy for the company, ensuring integration of the retail line with the wealth and business lines. Development of all sales and client loyalty training plans, tools and procedures to educate bank associates at all levels throughout the company; creation of training programs for all sales trainers, line managers and the sales force; development and personal facilitation of courses for executive management; and development and execution of implementation and sustainability models for client strategy. The role required working closely with several teams within the organization including Executives; Senior Vice Presidents of Retail, Business and Wealth Management; CFO; Technology; Operations; Marketing; Human Resources; Organizational Effectiveness; and Education and Training.