Experience

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  South Metro Federal Credit Union

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Vice President- Member Service and Marketing

    • Jun 2016 - Present

    • Find solutions by developing, recommending, and reporting on improvements for the Member Service department, Electronic Services, Business Development, Cards, BSA Compliance and Marketing. • Streamlined and optimized processes for the Member Service and Electronic Services to improve accuracy and member response time. • Improved marketing visibility of the Credit Union by creating/implementing/launching both a marketing and a business development position internally. • Responsible for overseeing the day-to-day management of multiple teams (Member Service, Marketing, Business Development, BSA Compliance, Fraud, Cards, Electronic Services and Deposit Operations) • Led Member Services, Business Development, BSA Compliance, Operations, and Marketing with a team of up to 15 individuals, including preparation and guidance on annual budgets, monthly forecasts, annual/quarterly audits along with preparing and managing reporting metrics. • Ensuring the credit union activities, products, services, and policies best serve the credit union and its members. • Ensured compliance of State and Federal laws and regulations to pass NCUA audits for 6 consecutive years. • Monitor and analyze economic conditions affecting the departments I oversee and recommend appropriate action. • Building a high performing team who applies their diverse skills and perspectives to achieve goals while providing exceptional member experiences. • Create and update credit union policies related to the Member Service, Compliance, Deposit Operations and Marketing. • Established goals and expectations for the teams; conduct performance reviews and monthly one on one with staff. • Monitor branch operations to ensure a consistent, professional approach.

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  Magnifi Financial

  • United States
  • Banking
  • 300 - 400 Employee

  • AVP/ Branch Manager

    • Feb 2015 - Jun 2016
    • Coon Rapids, MN

    • Accountable for implementing and meeting sales goals set for respective branch to ensure the credit union objectives are obtained. • Establish and communicate job responsibilities and performance expectations to assure mutual understanding of desired results through formal and informal venues. • Continually assess employee performance, including annual performance evaluations to provide positive and constructive feedback on an ongoing basis to reinforce desired results. • Maintains direct responsibility for the day to day operations of the teller department and the Financial Services Representatives while upholding the appearance and maintenance of the building and grounds to ensure a professional atmosphere.

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  Associated Healthcare Credit Union

  • United States
  • 1 - 100 Employee

  • Director of Marketing and Business Development

    • Mar 1991 - Jan 2015

    • Responsible for the development and implementation of the annual marketing plan. • Quarterly reports on ROI for all marketing campaigns, budget and new products and/or promotions to Senior management and the Board of Directors. • Manage the day to day marketing functions including the development, direct and implement production and distribution of member communication, product promotions, product updates, new products and services through newsletters, website, mailings, statement inserts, posters and emarketing. • Responsible for the development and maintenance of the internal intranet and coordinating and monitor the credit union website with a third party vendor. • Manage, supervise and coach the Business Development staff. Conduct performance evaluations and encourage employee growth and development through individual development plans and community events. • Work directly with the Operation Department on new product development, including phone banking, Internet banking, Mobile banking, Remote Deposit Capture, Bill Pay and Online loan applications. • Coordinate and oversee the Credit Union's Annual Meeting. Activities include hiring a speaker, preparing the program handouts and developing the PowerPoint presentation for the President and Chairman of the Board of Directors.