Alissa Fields Email & Phone Number

Washington, District Of Columbia, United States

Washington, District Of Columbia, United States

Founded in 2008, Trustly is a global leader in Pay by Bank (aka Open Banking Payments). Our digital account-to-account platform redefines the speed, simplicity, and security of payments, linking some of the world’s most prominent merchants with consumers directly from their online banking accounts. Trustly can handle the entire payment journey, setting us.

Washington D.C. Metro Area

• UpRupt, a boutique coaching and advisor practice specializing in personal transformation, executive development, and strategic operations consulting. UpRupt provides highly-customized and impactful support with the.
• Established a practice to fill an identified marketplace gap: the need for unbiased support and mentoring of female executives and entrepreneurs seeking to better align their career with their personal values through.
• Provides highly-customized advisor services specializing in new business launch and operations.
• Guides executive development by focusing on mindfulness, re-patterning limiting beliefs, and deep introspection that enables personal transformation and leadership presence.
• Emphasis on building operating models and routines that anchor to conscious business and mindful leadership principles that sustain rapidly-changing environments, overcome business challenges, and inspire teams to be.
• Facilitate clients in identifying priorities and values, and navigating their roles with more ease, inspiration, and influence.

Washington D.C. Metro Area

• Led a new Sales and Service function charged with delivering a future-state people and talent roadmap for 10,000+ multi-role associates across Retail Bank in support of omni-channel digital transformation and evolving.
• Drove strategy, including building innovation in workforce engineering, training, service and transaction capabilities, financial guidance, coaching and leadership competency, analytics and reporting, tools and.
• Created an agile workforce by designing and launching five new roles to simplify and enhance coverage model needs. These contributed $20 million in-year headcount savings and 13% staffing efficiency, simultaneously.
• Directed analysis and end-to-end business plan to define and scale key transformation projects, including the formulation of a multi-year roadmap with progressive milestones and deliverables that resulted in $22MM in.
• Stood up small business, lending and investing specialty roles and evolved the coaching culture via redefinition of job expectations, required certification, and leader coaching that resulted in 25% lift in sales.
• Owned end-to-end intent and delivery of a portfolio of 50+ blended learning products.

Washington D.C. Metro Area

• Led a high-performing business team that developed and executed sales enablement strategies and was accountable for scorecard metrics for national consumer-lending efforts for a suite of products including credit card.
• Scope included: sales model, goals, lead generation, outbound sales, product launch and elimination, in-channel marketing alignment, mass media campaigns, training, communication, change management, performance.
• Generated $450 million in incremental sales by executing a new sales model, point-of-sale platform, multi-faceted training, change management, and reinforcement tactics, that launched a new product and achieved a 250%.
• Drove significant improvement in mortgage and home equity product pull-through by growing sales funnel application volume, approvals, and funding, ultimately improving top-line originations to ~20MM a month for a 55%.
• Headed strategy and full lifecycle of 30+ associate blended learning products.
• Owned intent and stewardship of the Hispanic Banking Program; Defined segment product and service strategies, developed recruiting and hiring plan, built bi-lingual financial literacy content, deployed community.

Washington D.C. Metro Area

• Led a newly formed sales strategy business function accountable for driving performance and deepening customer relationships across consumer deposits, savings, and lending products nationally.
• Owned associate readiness and franchise effectiveness for product launches, campaigns, and inbound/outbound sales. Responsibilities included: training, tools, digital resources, change management, and communication.
• Led integration strategy with EVP leaders among three acquired geographically-dispersed banks to align priorities and cultivate unification of leadership routines, sales and service models, and operational practices.
• Pioneered the formation of associate focus groups to drive business objectives by gathering insights on product features, sales tools, programs, and campaigns and successfully turned the data into actionable.
• Led team responsible for launching integrated CRM with successful end-to-end product delivery.
• Founded the framework for Capital One’s outbound calling program; Oversaw regulatory and compliance standards; resulted in 43% increase in attempt rate.

Bethesda, Maryland

• Key member of the Retail Bank senior leadership team supporting the Head of Retail Banking accountable for creating and executing programs that forward corporate objectives, revenue generation, and customer.
• Effectively coached, developed, and mentored retail sales leaders; Utilized analysis to create tactical plans and development strategies to meet revenue and service goals and to grow leader performance and skill and.
• Successfully headed various divisional and cross-functional projects end-to-end including: incentive plan execution, new branch openings, relocations and closings, small business initiatives, bank-at-work program.
• Successfully led Salesforce.com CRM design, launch, training, and roll out.
• Led Retail Bank product launches and campaigns including integrated launch concepts, associate tools, change management, behavior-based sales strategies, and performance monitoring that resulted in consistent.
• Developed innovate virtual mortgage training program that resulted in 21 non-producing advisors generating 100+ applications and six million dollars in booked sales in three months. Program scaled to an additional 250.

Washington D.C. Metro Area

• Lead Sales and Service Management for the largest DC based regional bank. Scope included 25 banking centers with a multi-tiered staff consisting of 300+ employees.
• Effectively mentored and coached Branch Managers within the district to meet business objectives proven by achievement of double-digit year over year district sales performance, increased branch participation rates.
• Built a proactive a positive sales culture through expectation and accountability for results; Motivated and inspired branch teams to go beyond perceived limits via training, empowerment, and action planned mentoring.

Washington, District Of Columbia, United States

Professional Masters, Graduate School Of Retail Bank Management, Honors

Activities and Societies: President Cup Winner

Ba, Sociology

Activities and Societies: Dean's List. Appointed Teaching Assistant Statistics and Probability. Alpha Kappa Delta National Honor Society.