Denise Phelps Email & Phone Number

Martinsburg, WV, US

Martinsburg, WV

-Manage all retail banking offices to create a unique client experience throughout the Berkeley County, WV market. -Facilitate the creation of holistic banking relationships with our Mortgage, Commercial and Trust & Investments experts.-Strengthen Financial Literacy of stakeholders through educational seminars and resources.-Support non-profit.

Washington D.C. Metro Area

• Manage a community banking office with consistent annual growth in deposits, loans and mortgage, commercial, and investment referrals through outside new business development and networking activities, analyzing.
• Work with community oriented business owners to develop financial packages including loans, deposits, treasury management, and retirement planning solutions to meet their financial needs
• Led a Process Improvement Team and participated in the LEAN process to improve corporate-wide efficiency with 70 new initiatives developed and implemented throughout the company
• Participated in the 3-year strategic planning process with senior management, providing insight and input on a long-term core competency strategy for the organization and metrics development
• Participate in Government Relations advocacy events to raise awareness of community banking issues with Maryland and United States elected officials
• Mentor, train and coach nine employees to achieve high performance, career development and low attrition

• Met with sales associates, market presidents, and executive management to develop over 50 marketing plans annually, ensuring their successful implementation through project management
• Communicated with senior management and sales officers during development, implementation, and evaluation stages of each marketing campaign to ensure successful outcomes
• Conducted 10 market research projects requested by senior management utilizing market and industry publications and statistical and financial data to formulate conclusions
• Developed proposals to senior management for new financial products and services by conducting market research and utilizing focus groups

• Won Civitan International's Honor Club of Distinction, Outstanding Awareness Project, and Outstanding Club Newsletter Awards in 2012-2013
• Manage all organization activities, including 35 fundraising and community service projects to improve the lives of local children and adults with disabilities
• Built local capacity of Ghanians to provide programs to aid people with disabilities by building a Civitan club in Northern Ghana and providing mentorship to new members
• Conducted three organizational meetings each month to monitor progress of fundraising and community service projects and operational initiatives, along with conducting strategic planning sessions to leverage ongoing.
• Administer and ensure adherence to $50,000 operating budget

Frederick, MD

Provide leadership to board members and ensure the continued development and management of Maryland School for the Deaf Foundation as a professional and efficient organization to achieve its mission of supporting academic achievement, staff development and athletic programs at Maryland School for the Deaf.

Monitor performance of $1,100,000 portfolio and ensure adherence to $100,000 operating budget to support academic, staff development and athletic programs at Maryland School for the Deaf.

• Monitor performance of $15,000,000 investment portfolio and ensure adherence to $750,000 operating budget in accordance with governing documents of seven endowment funds in order to provide grant funding to 501C3.
• Manage foundation’s grant process, new member incentive program, new club incentive program and matching contribution program for Civitan International Research Center

• Administer and ensure adherence to $40,000 operating budget to support community development, business enhancement and economic development activities
• Developed organizational scorecard containing metrics to measure organizational success in meeting the needs of local businesses, property owners and residents

• I worked with Yehu Microfinance Trust in Mombasa, Kenya to develop a Comprehensive Marketing and New Product Development Plan which will leverage their expansive microfinance expertise in Coastal Kenya's rural areas.
• Gaining an integral knowledge of their operations, specifically existing marketing and business development processes and strategies,
• Completing a competitor analysis of all existing and possible future competitors in their marketplace,
• Completing a market needs assessment utilizing microfinance and published statistical data, along with qualitative data from field staff and borrower interviews,
• Evaluating all existing products to ensure their effectiveness in meeting the needs of their clients, and
• Ensuring the final plan aligns with the overall strategic direction of Yehu Microfinance to ensure synergy with all other strategic objectives of the organization.

Working with business partners to enhance their relationship with Global Giving through organization on-boarding and organizing a matching challenge to leverage corporate donations.

• As a member of the In the Field West Africa team for Global Giving, I visited NGO projects, participated in NGO outreach, and participated in capacity building workshops in Ghana, Burkina Faso, and Mali. My.
• Working with existing NGOs to enhance their online fundraising and network building skills
• Meeting with organizations that support NGOs to share the benefits of Global Giving for international organizations without large fundraising budgets.
• Facilitating workshops for prospective NGOs to educate them on the methods and benefits of online fundraising and also how Global Giving could partner with them to enhance their strategy.

Ma, International Development

Mba, Social Entrepreneurship/Non-Profit

Activities and Societies: Net Impact Club

Education record

Education record

Bs, Business Administration

Aa, Business

Education record