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I am a results-driven professional with a diverse background in banking, marketing, and administration. Over the past decade, I have partnered with executives, advisors, and teams to grow client engagement, streamline operations, and deliver exceptional service. I thrive on turning complex challenges into practical solutions, leading cross-functional projects, and building strong relationships with centers of influence. I combine strategic thinking with hands-on execution to drive stability and growth for the organizations I serve.…I am a results-driven professional with a diverse background in banking, marketing, and administration. Over the past decade, I have partnered with executives, advisors, and teams to grow client engagement, streamline operations, and deliver exceptional service. I thrive on turning complex challenges into practical solutions, leading cross-functional projects, and building strong relationships with centers of influence. I combine strategic thinking with hands-on execution to drive stability and growth for the organizations I serve.

Shari Loftley

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I am a results-driven professional with a diverse background in banking, marketing, and administration. Over the past decade, I have partnered with executives, advisors, and teams to grow client engagement, streamline operations, and deliver exceptional service. I thrive on turning complex challenges into practical solutions, leading cross-functional projects, and building strong relationships with centers of influence. I combine strategic thinking with hands-on execution to drive stability and growth for the organizations I serve.…I am a results-driven professional with a diverse background in banking, marketing, and administration. Over the past decade, I have partnered with executives, advisors, and teams to grow client engagement, streamline operations, and deliver exceptional service. I thrive on turning complex challenges into practical solutions, leading cross-functional projects, and building strong relationships with centers of influence. I combine strategic thinking with hands-on execution to drive stability and growth for the organizations I serve.

Available to hire

I am a results-driven professional with a diverse background in banking, marketing, and administration. Over the past decade, I have partnered with executives, advisors, and teams to grow client engagement, streamline operations, and deliver exceptional service.

I thrive on turning complex challenges into practical solutions, leading cross-functional projects, and building strong relationships with centers of influence. I combine strategic thinking with hands-on execution to drive stability and growth for the organizations I serve.

Skills

Experience Level

Expert

Expert

Expert

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Work Experience

Vice President / Commercial Business Connect Navigator II at Truist Bank

January 1, 2021 - November 11, 2025

Deliver a differentiated client experience, partner with advisors to develop new business and improve market share with loans and deposits; monitor and update client relationships by solving complex client issues; proactive client contact and financial reviews; facilitate communications strategies for client acquisition, operational needs and problem handling; drive process improvements to increase stability and productivity.

Assistant Vice President / Financial Center Branch Leader / Cluster Leader at SunTrust Bank (now Truist Bank)

December 31, 2021 - December 31, 2021

Generated small business and consumer revenue through client engagement, operational processes and marketing; partnered with marketing and events staff to drive community engagement for the Park branch relocation; project manager for branch relocation amid the pandemic; created business development strategy for the Denovo branch via marketing events and targeted communications.

Administration / Marketing / Finance at Greater Atlanta Women’s Healthcare

December 31, 2019 - December 31, 2019

Provided detailed, multitask-focused support under strict deadlines; drove patient acquisition through marketing, communications, and stellar patient service; developed email, text and phone marketing strategies to achieve business goals.

Vice President / Financial Center Manager / Operations Manager at Bank of America

December 31, 2018 - December 31, 2018

Generated small business, consumer and investment revenue through client relationships, tight operational processes and marketing; led communications and marketing initiatives to increase engagement; managed difficult client situations to maintain brand integrity; acquired, developed and retained talent; maintained audit/compliance procedures; planned community events.

Customer Experience Manager (Communications) at Bank of America

December 31, 2013 - December 31, 2013

Liaised across 20 financial centers, executives and clients to uphold client experience standards; led communications strategies for client acquisition and problem handling; developed customer experience action plans and led community events to enhance engagement and outreach.

News Anchor / Reporter / Journalist / Community Liaison at WCTV

December 31, 2008 - December 31, 2008

Gathered and reported quality news and stories for broadcast and print; developed strong communication with diverse viewers and staff; updated station website with news and video content; anchored financial, business and breaking news segments live on air and online.