Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Dealer Sales Manager II, Indirect Lending, CUDL

  • Jul 2016 - Present

  San Jose, California - Promote credit union indirect lending programs throughout California's Bay Area region. - Provide updates and education on First Tech products and services, distribute supplies to dealerships, and maintain contact records to track and evaluate development efforts. - Participate in community events in order to promote First Tech Federal Credit Union and partners with the existing branch network to ensure member development and retail growth opportunities.



Stanford Federal Credit Union

• Banking
• 100 - 200 Employee

• Business Development Manager II, RM

  • Aug 2015 - Jul 2016

  Palo Alto, California -Foster and maintain strong relationships with management level contacts at SEGs. -Perform daily business development activities such as SEG visitations, member drives and conducting financial educational presentations. -Dealer visits to maintain and build relationship with management level contact. -Track and document all contact with SEG contacts Sells products and services to meet potential and current member needs. -Track membership growth within… Show more -Foster and maintain strong relationships with management level contacts at SEGs. -Perform daily business development activities such as SEG visitations, member drives and conducting financial educational presentations. -Dealer visits to maintain and build relationship with management level contact. -Track and document all contact with SEG contacts Sells products and services to meet potential and current member needs. -Track membership growth within organizations (deposits, loans, direct deposits, etc.) and SEG penetration. -Make daily contact calls or emails to seek new sales opportunities based on contact notes and tickler files. -Work with internal departments to ensure staff is current on business development events and information, and promotes and encourages internal sales and business development efforts. -Attend credit union and non-credit union events seeking business and relationship opportunities. -Personal banker to Stanford University students, alumni and employees. -Liaison to Stanford University Athletics department. Sponsorships, negotiations and public relations. -Community relations, spearheading marketing campaigns. Foster and maintain relationships with community/public sponsors. Show less



Technology Credit Union (Tech CU)

• Banking
• 200 - 300 Employee

• Universal Associates

  • Sep 2013 - Aug 2015

  Palo Alto, California -Manage and support a team in reaching their assigned goals. -Adheres to all applicable compliance and regulatory -Honors commitments to members, ensures member satisfaction, and meets sales goals. -Engages in consultative sales techniques, actively develops new business, and expands existing relationships. -Regional dealership visits and manage CUDL queue. -Defines member needs, explains solutions, recommends action, and handles resistance in a consultative… Show more -Manage and support a team in reaching their assigned goals. -Adheres to all applicable compliance and regulatory -Honors commitments to members, ensures member satisfaction, and meets sales goals. -Engages in consultative sales techniques, actively develops new business, and expands existing relationships. -Regional dealership visits and manage CUDL queue. -Defines member needs, explains solutions, recommends action, and handles resistance in a consultative manner. -Builds client relationships through active outreach. Participates in on-sites and attends networking activities. -Actively participates in Business Development outreach including Partner company visits and on-sites, for the purpose of generating new business, strengthening relationships, and building brand awareness. -Facilitates/coaches the staff towards targeted skill-building programs/courses supporting the development of Financial Center employees. -Proactively guides individuals to achieve results; accurately assesses strengths and development needs of employees relative to training initiatives. Show less