David Eldred Email & Phone Number

Yakima, Washington, US

Responsible for the following business units:- Branch Experience- Marketing- Member Experience (CX)- Digital Experience (DX)- User Experience (UX)With former oversight on:- Business Intelligence (BI)- Project Management (PMO)- Facilities

Beaverton, Oregon, US

• I lead a six-person marketing, communications, and digital experience team at Rivermark, a growing, technology-forward credit union based in Beaverton, Oregon. Manage marketing budget of over $1.5 million.
• Implemented automated multi-channel trigger marketing program targeting existing members who apply for a mortgage or home equity loan at competitor FIs. Achieved 7.00% take-rate in the first year for a total of $36.
• Led evaluation and selection of Marketo for marketing automation platform. Deployed four-channel solution for email automation, website personalization, direct mail automation, and call center integration. Achieved 18%.
• Led design, development and implementation of 100% digital Refer-A-Friend acquisition program. Within first two years, opened 9,759 new accounts totaling $15.1 million in balances for a Return on Marketing Investment.
• Achieved a 36% reduction in single-service households over a three-month period using marketing automation. Integrated data, offer, and analytics to track performance and compare to control group. Achieved open rates.
• Executed grand opening celebrations for new branches in expansion market utilizing innovative gamified digital marketing to drive increased foot traffic into the physical branch. Mobile-friendly microsite powered.

• Led strategic marketing, communications and product development teams through a series of community bank mergers and acquisitions as member of the senior management team for $3+ billion commercial bank with 52 branches.
• Served as President of the Board of Directors for the Bank of the Cascades Foundation. Oversaw distribution of over $1.1 million in charitable grants to non-profit organizations throughout a three-state region.
• Created outbound small business credits prospecting system in association with Jack Hubbard of St. Meyer & Hubbard consulting. Increased client appointment efficacy by 340% from 5% prior to implementation to over 22%.
• Led Marketing strategy to support nine divisions for full-service banking product lines. Managed multiple agency relationships: advertising, communications, and web development.
• Implemented automated daily credit monitoring to identify mortgage loan prospects. Used personalized direct marketing to maximize leads for sales team.
• Led internal United Way campaign across three states. Created custom intranet auction that resulted in 57% increase in donations to over $168,000.

• Retained as only member of senior management team from LibertyBank acquisition, I joined Home Federal Bank (now Bank of the Cascades) to lead all Marketing, Communications, and Product Development teams.
• Developed new Business and Retail Banking deposit product lines, including cash management services comprising $750,000,000.
• Created custom client loyalty survey solution. Utilized Net Promoter Score (NPS) as key metric allowing comparison across business units.
• Created social media Facebook campaign that catapulted fanbase 265% in two months to be within the top 100 largest Facebook fanbases for banks nationwide.

• Joined senior management team of LibertyBank as leader of Marketing & Product Development.
• Created new reward-style checking account. Acquired 1,325 new accounts, $41 million in deposits, with a cost of funds 33% below posted rate; achieved a 75% lift in debit card use.
• Developed Center of Influence B2B program named "Oregon Banking". Integrated product lines, trained staff and led company launch of sales initiative.
• Managed in-house direct mail acquisition program utilizing high-end premiums. Coordinated monthly mailings in excess of 70,000 recipients.
• Served as company spokesperson and media manager during FDIC-imposed MOU and later, closure of bank. Retained as only senior manager by the acquiring bank (Home Federal).

Bellingham, WA, US

Master, Business Administration And Management, General

Honors Graduate, Bank Marketing

Bachelor Of Arts, English, Writing

Education record

High School