Katie Ashworth

Experience

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  Midsouth Bank

  Jan 2001 - Jan 2002

  Teller

  •Explain, promote, or sell products or services•Balance currency, coin, and checks in cash drawers and vault•Assist customers in making their banking transactions•Recognized for excellent sales ability

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  CNB Bank & Trust, N.A.

  May 2005 - now

  •Researched, purchased, and customized CRM software, policies, and procedures for 200+ employees. Managed successful roll-out and continuing to oversee increasing usage. •Manage CRM system configuration, user set-up/exit, security group access and employee support. •Oversee employee morale and product knowledge. •Created and oversee a team of employees that are responsible for CRM and marketing campaigns, contests, promotions and special projects at each facility. •Created policies and procedures for managing the Bank's loan pipeline and past due collection efforts.•Coordinate sales and service training and coaching company-wide. Created and managing one-on-one coaching processes and monitoring.•Oversee processes as they relate to our working relationship with customers' activities, incidents, referrals, pipelines, past dues, and relationships.•Working with senior management to automate our 20+ incentive plans. •Initiate and coordinate a Financial Literacy program.•Plan and coordinate public relations events. •Assist with the strategic vision and planning of the Bank.•Monitor and update Bank's social media presence•Assist with all marketing needs for 13 branches•Create and track email marketing efforts, including new customer onboarding program•Create and implement training courses for 200+ employees•Coordinate training programs on laws, regulations, Bank products and services, and sales and service to ensure that all new and existing Bank officers, directors, and employees are receiving the training they need to perform at the highest level•Coordinate annual Bankers Edge ("Symphony") training •Process registrations and track for employees and directors who are attending outside training Show less

  • Director of Marketing and Communications

    Sept 2022 - now

  • CRM Officer & Training Coordinator

    Jun 2014 - now

  • CRM Coordinator/Marketing Assistant

    May 2005 - Jan 2017