Vp, Retail Delivery And Sales
Credit Union
Head of the Retail Banking and Business Development channels. -Had strategic oversight of all member facing program and teams, including the retail and business development channels.-Responsible for developing and leading all result oriented strategies around sales and service activities through the retail and business development channels, ensuring that they support organizational goals. This includes: sales/production (consumer and commercial loans/deposits, mortgage and investments), market expansion, operational efficiency, team and product development and strategic oversight of these delivery channels.-Member of the ALCO committee with a focus around IRR, product development/implementation, lending strategy and the overall sales production for these channels-Implemented new sales and service process, along with the creation and management of new tracking systems and incentive plans that supports the execution of the credit unions strategic initiatives. This led to a 100% increase in lending and Credit Card Production and a 40% improvement in x-sell utilization.- Oversaw all talent management/development of retail delivery and business development. Channels.- Led several core operating system conversion projects and helped define, develop and implement other projects and systems that focused on driving sustainable growth.- Developed retail strategic plan that led to branch relocations,remodels and branch expansion, restructuring of staffing model and implementation of new technology. This resulted in a 30% reduction in operating expenses, 70% growth in our ATM footprint, instant issue and cash recycler roll out, implementing centralized lending and universal associate model.