• Championed a new Premier Banking team targeting clients of $30M+ in assets which yielded over 1,300 clients and $250K in additional assets in the first 17 months.• Deployed a new online account opening tool, resulting in 14.5K new accounts and 5.5K new members in 2021.• Simultaneously built and launched 3 new departments, with separate unique remote teams, increasing performance metrics by 60% and increasing revenues from $6.7B to $8.8B in assets• Partnered with cross-functional teams to launch a Digital Appointment Banking Tool to be used by 250+ teammates across all retail branches to book 15K appointments 110K walk-in appointments and reduce FTE labor hours by 8,352 hours• Expanded Teachers footprint in 20+ states 100% virtually during the pandemic contributed to an increase from 320K to 375K members𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭• Developed the roadmap defining short- and long-term product strategy for a new Digital Appointment Banking Tool, communicating it to the development team and stakeholders, and deploying workflow management and KPIs for project status to ensure launch and post-deployment support.• Led a ~10 team member cross-functional project team comprised of a Program Manager, Operations Risk Manager, VP of IT, Director of Compliance, Director of Security, Web Developer, Salesforce Admin, Marketing Analyst, Director of Program Management, and Project Managers.Worked with product owners, UI/UX designers, system engineers, developers, testers, and customers to define features and user stories.• Utilized Trello, Jira, and Smartsheet to manage the deployment process, including rollout, data migration, integrity management, training, go-live, and post-launch problem mitigation and support.• Led new tool demos for different stakeholders and users to get feedback for product improvement and develop ongoing enhancements outlined in the roadmap.

• Implemented membership development and growth plans spearheading the start-up and growth of 3 new departments: Digital Accounts Department (new technology support), Premier Banking (business level clients and high-net-worth individuals, and Relationship Sales departments (low engaged and indirect members).• Built and manage a team of 3 Department Managers, 8 Team Managers, and 21 Representatives and Coordinators spread across NY, CA, and WA leading the success of the three new departments and exceeding all growth objectives and yearly targets.• Created and executed a sales training program adopted by Teachers retail division, which led to a record year of growth in 2021.• Co-lead Teachers investment department comprised of 6 investment advisors and 3 investment coordinators responsible for training, hiring, strategy, and a major marketing brand refresh which included a new name, logo, and value proposition.• Developed a sales training program taught and used by all 220+ member-facing teammates and back-office departments (50+ teammates), including content, physical collateral, and in-person and remote presentations.• Partnered with Coconut on the development of the customized banking tool and integration of the platform on tablet devices that were deployed in all the branches.

• Pioneered a new virtual sales department to deepen the relationships with new and existing members, create multiple sales funnels to identify new members, and grow new business with existing business, surpassing quarterly metrics by 30% and a record high Q1 in new members.• Directed a team of 4 Outbound Sales Managers responsible for building relationships with consumer clients selling traditional banking products, including consumer loans (credit cards, loans, home equity loans) and deposit accounts (checking, savings, CD’s and IRA’s). • Led the execution of cross-sales referral campaigns guiding the team on referring clients to other departments, including mortgage, lending, premier, and investment partners. • Built strategic relationships across 5 internal departments, which began to feed the new team warm lead opportunities to target.• Created and deployed an outbound sales training program for all member-facing staff, resulting in new member acquisition and existing member growth for products and services.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬• Facilitated the adoption of the new outbound sales program by all 250+ member-facing retail teammates resulting in a 25% increase in revenue generation in 2020• Championed a cross line of business referrals for the retail channel resulting in #1 ranking in 2020.

• Led the expansion of the Premier Team across the West Coast (WA and CA), growing the department from 15 to 22 employees selling traditional banking products (consumer deposit accounts and loans) and generating $560M in new assets for 2018.• Managed a team of 12 Premier Financial Representatives, creating a Premier policy and resource playbook including team expectations, best practices, and compliance procedures, and developing key metrics, production tracking systems, and performance scorecards to exceed production targets and goals.• Defined and implemented income-generating sales strategies for the team growing members with $100K+ in assets through retail branch strategies and newly acquired business development partners overseeing ~3,800 clients.• Responsible for the strategic development and implementation of overall growth strategies on competitive placement and pricing by market, supported production and net income margins requirements.• Implemented up-selling procedures and instituted an improved incentive program designed to motivate staff to work as a team on identifying and growing existing member utilization of products and services. 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬• Generated over $1.1B in member assets• Executed a new membership campaign for the retail channel, which resulted in 1,500 new members (15% increase over the previous quarter)• Selected by VP of Sales/Service to help increase new memberships across the retail channel, creating and deploying a new incentive/bonus program to 40+ branches and 200+ teammates• Grew the Premier department FTE by 46% across the West Coast, extending their reach to the California market.• Ended Q3 and Q4 2019 in the top 4% of all First Tech managers for performance.

• Directly manage the administration, sales, operations, and risk management of multiple retail banking centers with ~4K individual, small business, and preferred rewards clients.• Led teams of ~18 branch team members providing a diverse product portfolio of financial services to clients, working individually with each associate to craft development plans and career pathways, and coaching team and individual KPI performance to collectively exceed goals and targets.• Maintained a high retention rate by personally investing in individual development and maintaining progressive workplace initiatives to promote diversity.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬• Developed a Relationship Manager Sales Program that successfully equipped 27 remote teammates across WA to achieve a 165% of revenue targets• Achieved 142% revenue growth in a lean staffing model with data analysis, forecasting, and coaching end-to-end sales processes with employees• Maintained a high retention rate by personally investing in individual development and maintaining progressive workplace initiatives to promote diversity.• Identified process improvements for monthly FTE usage, which led to a 25% decrease in personnel expense.• Collaborated with business partners and internal departments using sales data analytics to achieve over 150% revenue to goal.• Selected to participate in the Harvard Management Certification because of performance in key metrics (ranked top 5% in all of the company).• Established a process improvement project for home loan applications, resulting in a 15% increase for the Seattle Bellevue Market.

• Provided strategic leadership for the daily operations of a retail bank branch, including customer service, team leadership, sales, compliance management, and corporate communications generating ~$5.7M in annual revenue.• Partnered with internal and external stakeholders in identifying business opportunities and developing strategies to drive continuous improvement.𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬• Promoted within 8 months due to branch performance (190% to goal)• Developed multiple operational process improvements, resulting in 100% compliance audits every quarter.• Grew customer satisfaction metrics from 80% to 100% by introducing enhanced customer experience strategies.