Shari Leone
Community Development Liaison at Visions Federal Credit Union- Claim this Profile
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Bio
Credentials
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New York State Life/Accident/Health Insurance
New York StateFeb, 2019- Oct, 2024
Experience
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Visions Federal Credit Union
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United States
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Financial Services
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200 - 300 Employee
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Community Development Liaison
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Nov 2019 - Present
• Help manage Visions’ relationships with various not-for-profits and community organizations• Identify appropriate CSR partners, and build long-term relationships• Review and process sponsorship and grant requests using CRM• Represent Visions on community boards, committees, and events• Engage with community members for check presentations, speaking engagements, conferences • Implement outreach activities to increase branding for Visions in the community• Coordinate community events with local groups, facilities and community organizations• Engage team members in daily/monthly/quarterly campaigns and volunteer opportunities
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Relationship Banker
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Oct 2015 - Nov 2019
• Coaching and training of new hires to assist them with banks systems, policies & procedures• Onboarding/relationship management of new and existing clients through customer outreach• Proficient in various customer service management systems• Adhere to KYC, CIP, NMLS, branch operations, compliance, polices & procedures • Coaching and training of new hires to assist them with banks systems, policies & procedures• Onboarding/relationship management of new and existing clients through customer outreach• Proficient in various customer service management systems• Adhere to KYC, CIP, NMLS, branch operations, compliance, polices & procedures
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Business Development Officer
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2008 - 2011
• Trained staff on business services procedures & business development skills• Developed, prepared and presented PowerPoint presentations to external and internal clients• Participated in training design and content creation with team and senior leaders in the business• Engaged in community events to be visible and to support local businesses • Trained staff on business services procedures & business development skills• Developed, prepared and presented PowerPoint presentations to external and internal clients• Participated in training design and content creation with team and senior leaders in the business• Engaged in community events to be visible and to support local businesses
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Education
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1991 - 1994
SUNY Institute of Technology at Utica-Rome
Bachelor of Science - BS, Business Administration and Management, General
Community
