Christy Elliott Bly

Experience

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  BB&T

  Jun 2004 - Apr 2017

  I worked with my clients to assess their payment processing needs and presented solutions that addressed those needs. I led joint business development calls with Commercial Relationship Managers to identify sales opportunities, deliver proposals, conduct product demonstrations, and/or address service issues. I was responsible for the overall revenue growth, profitability, and client retention of my assigned merchant portfolio. I developed a thorough knowledge of existing electronic payment processing products/services and maintain a high level of awareness and understanding new payment processing technologies. I actively worked with the WV Central region in generating referrals to help achieve the region's profitability and growth initiatives. Show less

  • Business Services Officer - Vice President

    Feb 2013 - Apr 2017

  • Merchant Sales Consultant

    Jun 2011 - Feb 2013

  • BB&T @Work Sales Officer II

    Jun 2004 - May 2011
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  Truist

  May 2017 - Dec 2021

  Market President/Senior Vice President

  Managed $155 million commercial loan and $50+ million deposit portfolio in 7 counties and 16 branches.Analyzed financial statements and negotiated loan terms/conditions between client and credit authorities. Identified and marketed non-credit services to clients and prospects by partnering with internal specialists.Coached teammates to meet goals by providing an encouraging, inclusive, and supporting environment.

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  Truist Wealth

  Dec 2021 - Mar 2023

  Wealth Advisor, Truist Investment Services, Inc.

  Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tisdisclosure Show less

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  United Bank

  Apr 2023 - now

  Senior Vice President Wealth & Investment Management

  Senior Corporate Trust Advisor and Institutional Services AdvisorAs Corporate Trust Advisor, I am the primary relationship manager for accounts where United Bank is Corporate Trustee or Registrar.As Institutional Services Advisor, I am the primary relationship manager of diverse group of clients in the Foundation and Endowment space. In both capacities, I partner with United Bank product consultants to help deliver solutions for capital and money-movement needs.