Responsible for operations and membership growth and retention at both Cortland and SUNY Cortland branches. Provided team leadership to build member loyalty and drive account relationship growth through value-added product and service offerings. Maintained knowledge of corporate policies and procedures to assist staff, support problem resolution and insure compliance. Performed audits, developed and oversaw budgets and timely and issued accurate operational reporting.

Plan and execute client-specific strategies to advance business relationships and drive membership growth and retention through member companies in the central New York region. Relationship building, account management, and education as a benefit for member company employees.

Provided front-line banking services, resolved membership needs and troubleshoot issues. Processed both cash and non-cash financial transactions in accordance with credit union policy and procedures. Represented the credit union at business development and community events, and contributing to success by meeting strategic goals established by the corporation.

Provide wine tasting experiences at the oldest winery on Cayuga Lake.www.lucasvineyards.com

Strategic sales activities to support OEM relationships, generate leads, and convert new customer inquiries into sales revenue. Implement marketing and advertising campaigns to support new product designs, revisions and upgrades. Develop promotional presentations and press releases.Analyze market trends, develop product forecasting and strategic planning based on market and customer demands to support business growth. Manage website content and social media. Coordinate trade show exhibit activities, including transportation, signage, giveaways and lead generation.

Successful in financial management, process improvement, sales and business development.Led the customer service sales team, and had financial responsibility for the business unit. Consistently drove results that exceeded established objectives. Increased customer base and customer satisfaction scores through team leadership, process improvements and focus on customer feedback.Exceeded corporate aftermarket sales targets by over 15% annually for three consecutive fiscal years. Achieved gross margins of 50% through implementation of standard work and standard pricing of services and spare parts. Strategic core business planning. Developed and implemented sales action plans, business plans, booking and shipment projections, pricing strategies for bottom line improvement. Created standard sales processes and tools.

Served in several growth positions in Sales Management, Market Sales and Customer Service for world-wide aftermarket sales of capital equipment filtration systems in several industries. Maintained key accounts and increased sales through relationship building with customers, market sales managers, and regional sales representatives. Developed solutions, pricing strategies and create technical proposals to meet customers process demands. Established Lotus Notes database to manage client records, participated in conversion to a customer relationship management database (CRM) and provided training to meet corporate initiatives. Implemented telemarketing programs to update records and established up-sell strategies with existing accounts.