Experience

LMCU

• United States
• Banking
• 700 & Above Employee

• Director of Business Development Relationships

  • Jan 2023 - Present

  Michigan, United States The Business Development Director role is responsible for developing, planning and coordinating outreach in the business community to draw in new business that supports LMCU's strategic growth initiatives and aligns with our corporate goals. This role is responsible for managing business relationships with external contacts to provide outstanding service to our business partners, their employees and community organizations.



Consumers Credit Union

• United States
• Banking
• 200 - 300 Employee

• Senior Business Development Rep/ Financial Wellness Coach

  • Feb 2017 - Sep 2022

  Greater Grand Rapids, Michigan Area - Coordinated innovative strategies to accomplish objectives and boost long-term partnerships. - Community connector manager for Grand Rapids and Lake Shore markets - Connect with mid-large size companies to propose the Financial Literacy in the work place - Provide financial education and the proper resources to retain and promote top talent through our Consumers at work program. - Maximized business potential by providing excellent customer service and ensuring member… Show more - Coordinated innovative strategies to accomplish objectives and boost long-term partnerships. - Community connector manager for Grand Rapids and Lake Shore markets - Connect with mid-large size companies to propose the Financial Literacy in the work place - Provide financial education and the proper resources to retain and promote top talent through our Consumers at work program. - Maximized business potential by providing excellent customer service and ensuring member retention. - Represented company at numerous events - Educated and assisted members with various financial topics Show less



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Branch Manager (Officer)

  • 2016 - Jan 2017

  Greater Grand Rapids, Michigan Area As a Bank Manager I serve as the Sales Leader and expert for the In-Store team! As a Sales Leader I cold-call to uncover new business, spend time in the aisles to assist customers, run transactions, etc. Though being a sales leader is a huge part of my responsibility, being an advisor to the Branch plays an important part. I have the opportunity to motivate, inspire, and grow your team through daily observations, monthly one on one's, and morning huddles. By facilitating the flow of your Branch… Show more As a Bank Manager I serve as the Sales Leader and expert for the In-Store team! As a Sales Leader I cold-call to uncover new business, spend time in the aisles to assist customers, run transactions, etc. Though being a sales leader is a huge part of my responsibility, being an advisor to the Branch plays an important part. I have the opportunity to motivate, inspire, and grow your team through daily observations, monthly one on one's, and morning huddles. By facilitating the flow of your Branch I have the ability to strategize with my team to meet sales goals, while providing great customer service. Though sale's is a large part of your day to day, I find that growing the business is the greatest reward!

• Sales Manager Bi-lingual TSM 2 (Officer)

  • Jun 2015 - Oct 2016

  Michigan - Interviewing and hiring decision maker for the Holland Contact Center. - Lead the inbound service team that delivers exceptional customer service and referral sales in Spanish and English. - Meeting established department and team goals, including: sales production, quality standards, cross-sell relationships, and simply the best customer experience. - Coaching and developing colleagues. Implementing and communication policies and procedures, changes in products… Show more - Interviewing and hiring decision maker for the Holland Contact Center. - Lead the inbound service team that delivers exceptional customer service and referral sales in Spanish and English. - Meeting established department and team goals, including: sales production, quality standards, cross-sell relationships, and simply the best customer experience. - Coaching and developing colleagues. Implementing and communication policies and procedures, changes in products, service delivery expectations and technology usage. - Ensuring the team is in compliance with corporate and regulatory requirements. - Establishing and maintaining relationships with key business partners. - Partnership on the strategic vision of Spanish bilingual initiative for Huntington. - Leading the Michigan UNIVOZ team (Huntington's Latino Business Resource Group) and project leadership with senior management on initiative opportunities. - Community leadership with the Hispanic community and customer segment. - Interviewing and hiring decision maker for the entire Holland site location.

• Banking Co-Manager (Officer)

  • Nov 2013 - Jun 2015

  Greater Grand Rapids, Michigan Area - Sales and Operations expert - Uncovering new business and consumer solutions by cold-calling, following up on potential leads, business visits, assisting and educating customers. - Trainer in the branch on sales, new systems, policies and procedures. - Develop Personal Bankers through training, and coaching for premier delivery of customer service. - Promote good customer relations by consistently providing excellent customer service; by developing rapport with the… Show more - Sales and Operations expert - Uncovering new business and consumer solutions by cold-calling, following up on potential leads, business visits, assisting and educating customers. - Trainer in the branch on sales, new systems, policies and procedures. - Develop Personal Bankers through training, and coaching for premier delivery of customer service. - Promote good customer relations by consistently providing excellent customer service; by developing rapport with the customer base, and responding in a timely matter with correspondence to customers to resolve issues or problems. - Bring in new business by On-site account opening, and Business calling. - Evaluate performance on a constant basis, providing counseling and guidance as needed; provide assistance to the staff in completing the promotion process.



Fifth Third Bank

• United States
• Civic and Social Organizations

• Customer Service Manager

  • Apr 2010 - Nov 2013

  Greater Grand Rapids, Michigan Area - Recruit and interview the right candidates - Responsible and accountable for day-to-day operations and risk management of the financial center. - Direct management responsibilities for the operational and referral activities of the tellers. - Developed the tellers through training, and coaching for premier delivery of customer service. Promote good customer relations by consistently providing excellent customer service; by developing rapport with the customer base… Show more - Recruit and interview the right candidates - Responsible and accountable for day-to-day operations and risk management of the financial center. - Direct management responsibilities for the operational and referral activities of the tellers. - Developed the tellers through training, and coaching for premier delivery of customer service. Promote good customer relations by consistently providing excellent customer service; by developing rapport with the customer base, and responding in a timely matter with correspondence to customers to resolve issues or problems. - Participating in the selection an on-boarding of new employees, and actively involved in the proper training and development of new employee; help to identify tellers who are capable of training new staff members. - Evaluate performance on a constant basis, providing counseling and guidance as needed; provide assistance to the staff in completing the promotion process. - Annually prepare and give formal written performance appraisals to direct reports in an honest and impartial manner, recommending salary increases and promotions as appropriate. - Accountable for self and team participation in the financial center staff meeting, and hold separate staff meeting as needed, to keep team up-to-date. - Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain a personal balancing record that is in line with policy; Monitor regularly the balancing performance of the tellers and have the ability to find and correct outages and to enlist help as needed for more difficult errors. - Handle with professionalism the complex consumer and business customer problems that the tellers are unable to resolve. Show less