My role is to assist and support a number of Trilogy Health Services communities in the senior living area of service we provide.

I lead both Indiana branches located on the West side of Indianapolis.

• Responsible for driving new personal and commercial memberships, checking accounts, and loan dollars to the credit union by identifying and maintaining key lines of business within the market I served• Partner with Branch Manager and other departments within the credit union to identify new leads for Member Companies while also maintaining existing relationships• Work alongside Member Companies to provide outstanding member service to their employees• Present educational seminars… Show more • Responsible for driving new personal and commercial memberships, checking accounts, and loan dollars to the credit union by identifying and maintaining key lines of business within the market I served• Partner with Branch Manager and other departments within the credit union to identify new leads for Member Companies while also maintaining existing relationships• Work alongside Member Companies to provide outstanding member service to their employees• Present educational seminars for employees of Member Companies• Well versed in working with SalesForce for account management, leads, and scheduling meetings with Outlook Show less

• Assist members everyday with all of their needs and do so with the utmost professionalism• Help manage day-to-day operations and lead internal and external sales and service initiatives for the branch• Assist with training, coaching, and sales motivation• Attend networking events and take part in the community around my branch to represent myself and FORUM Credit Union • Exceeded every sales category monthly, quarterly, and annually