James Richie Email & Phone Number

Medford, Oregon, United States

Sacramento, California, United States

Folsom, CA

- Developed and executed a strategic payments product vision and plan.- Managed consumer and commercial debit and credit card product lifecycles, marketing campaigns, acquisition channels, risk, pricing and profitability, compliance, and innovation.- Created and executed annual product financial performance plans and ongoing forecasts.- Constructed and.

Woodland, CA

- Managed and coordinated the administration of electronic payment services including Share Drafts, ACH, Check Collections, GL reconciliation, and audits.- Established department objectives and goals including annual operating budget, projects and initiatives, and conducted performance reviews, coaching and empowering employees to grow.- Acted as primary.

Davis, CA

* Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, ensuring positive employee morale throughout Yolo FCU, and embracing our mission, vision and core values.* Develop and implement strategies to capitalize on opportunities.

Woodland, CA

* Maintained 80% Net Promoter Score and 90% Total Experience Score across all interactions, including transactions, new accounts, and loans, since experience monitoring began in 2016.* Develop, monitor, and reinforce individualized training programs by specific job function and organizational level.* Ensure brand consistency in the delivery of sales.

Woodland, CA

• Facilitate marketing of credit union products and services through the development of relationships with members and the community
• Focus on driving membership growth and improving product and service utilization while driving growth in consumer, real estate and business loan portfolios
• Develop internal and external strategic partnerships to aid in the overall relationship building with our members and to support our mission and business strategies
• Make productive referrals to Financial Advisor to promote growth in investment portfolio
• Coordinate and promote attendance at educational workshops
• Develop and deliver effective presentations for select employer groups, community groups and educational workshops

Woodland, CA

• Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success.
• Provide high quality member service and build relationships through sales activities which includes new accounts, soliciting, accepting and processing loan applications, and conducting other member account transactions.
• Receive callers and walk-in members, determine nature of business, meet their need or provide clear and courteous direction to appropriate destination.
• Effectively conduct needs-based interviews with current and potential members and cross-sell appropriate products and services. Identify and act upon additional cross-sell opportunities.
• Process loan requests for all consumer loans and offer insurance products such as credit insurance, mechanical breakdown and GAP insurance when appropriate.
• Complete documentation and finalize loans while ensuring that the member understands their debt responsibilities. Ensure loan agreements are complete and accurate according to policy.

West Sacramento & Davis, CA