Keith O. Williams
Decatur
Summary
Dynamic banking consultant with extensive experience in managing portfolios and leading high-performing teams. Proven track record in achieving top sales performance and ensuring compliance with regulatory standards, driving impactful financial solutions for small businesses.
Overview
15
15
years of professional experience
Work History
Sr. Small Business Banking Consultant / VP
Truist
Atlanta
08.2023 - Current
- Manage a portfolio of roughly 10MM in Business Lending and Deposits of clients ranging from Medical Practices, Transportation, Consulting,Construction, etc.
- Conduct detailed financial analysis to include cash flow review to prepare credit packages for loans up to 250K
- Conducted detailed reviews of business clients to recommend tailored merchant services and treasury products.
- Maintain compliance with Bank Policies, regulatory requirements and risk management standards
Branch Leader / Asst Vice-President
Truist Bank
Atlanta
06.2011 - 07.2023
- Established first branch location at Atlanta Airport and a second Denovo-styled branch in midtown Atlanta
- Finished in the top 2% of sales performance company wide 2017, 2018
- Led 6 teams of up to 7 teammates, fostering accountability and high performance culture
- Managed daily operational activities such as opening and closing procedures, cash handling, security protocols.
Education
Bachelor of Science - Psychology
Florida Agricultural And Mechanical University
Tallahassee, FL05-1998
Skills
- Credit underwriting
- Loan structuring
- Financial analysis
- Portfolio management
- Credit risk analysis
- Risk assessment
- Regulatory compliance
Affiliations
Board Member / Travis Lamar Price Scholarship Foundation
Timeline
Sr. Small Business Banking Consultant / VP
Truist
08.2023 - Current
Branch Leader / Asst Vice-President
Truist Bank
06.2011 - 07.2023
Bachelor of Science - Psychology
Florida Agricultural And Mechanical University