See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Steve Anderson is a seasoned banking professional with extensive experience in credit unions, cash management, customer service, and sales. He has held various leadership positions, including Director of Project Management, AVP Member Service, and Vice President Payments. Anderson holds a Certified Credit Union Executive (CCUE) designation from the Credit Union National Association and a Bachelor's Degree in Finance from the University of Utah.

Credentials

  • CCUE
    Credit Union National Association
    Jul, 2018
    - Apr, 2026

Experience

    • United States
    • Banking
    • 100 - 200 Employee
    • Vice President Payments
      • Feb 2024 - Present

      Credit Cards, Debit Cards, Wire Transfers, ACH, etc.

    • Vice President Card Services
      • Sep 2021 - Feb 2024

    • AVP, Strategic Initiatives
      • Nov 2018 - Sep 2021

    • Director of Project Management
      • Oct 2017 - Nov 2018

      Leading teams in the project management process, including: Stakeholder discovery, defining project scope, assessing risks, creating a project schedule and plan, communicating with Stakeholders, executing the project plan by monitoring and keeping team members accountable to project assignments, and closing out the project upon completion.

    • Corporate Sales & Service Manager
      • Apr 2013 - Oct 2017

      Coaching employees how to discover members’ needs and wants, and responding through planned, personalized communication. Ultimately, fulfilling members’ needs and wants with relevant and beneficial products and services.

    • AVP Member Service
      • Dec 2010 - Mar 2013
      • Northern Utah

      District Manager overseeing seven branches in Salt Lake County in multiple components of the credit union, including Sales and Service, Operational Soundness, Staff Development, and Community Involvement.

    • Operations Manager
      • Oct 2006 - Dec 2010

      Supervised electronic services department, which administers ACH, wire transfers, debit card and ATM management, and check processing. Managed internet banking, including Bill-pay, e-statements, and funds transfer. Managed business cash management services.

    • Project Manager
      • 2002 - 2006

      Implemented new products and services within the Credit Union, including chairing multiple decision making committees, training employees, organizing timetables, and leading each project to completion. Managed all IRA accounts, including 70 1/2 distributions, reporting, and branch support. Managed internet banking and related products and services. Authorized and approved new commercial accounts.

Education

  • 2016 - 2018
    CUNA Management School, Wisconsin School of Business and the Credit Union National Association
    Certified Credit Union Executive (CCUE), Graduated with Honors
  • 1997 - 2000
    University of Utah
    Bachelor’s Degree, Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles