Jason Bauer, Mba, Cce Email & Phone Number

Wyoming/Colorado/Nebraska

Boulder, Co

$1.7B+ financial institution with 77,000+ membersMarketing/Brand/Growth/Strategy/Community Relations/Digital Banking/Business Development/Public Relations/Corporate Communications/Field of MembershipAccountable for establishing and meeting organizational strategic and marketing goals via ideation and development of all growth, marketing, digital marketing, paid media, community relations, business development, digital banking services and public relations strategies.• Conduct market research and implement new strategies to complement and support credit union goals and objectives.• Avid user and designer of marketing data analytics and segmentation including online, email, social media and digital.• Leverage Raddon MCIF, Salesforce Marketing Cloud, digital marketing and banking solutions for targeted marketing to increase results on prospect growth and member products per household.• Oversee the implementation and ongoing development of Salesforce CRM and Marketing Cloud to streamline and optimize the member journey over multiple products.• Execute digital campaigns that drive measured awareness, engagement, retention, and advocacy throughout sales journeys.• Track success metrics with scorecards and report to Board of Directors and CEO.• Manage a team of 14 members via collaboration, teamwork, equality, positivity, and fun to improve communication between departments and strengthen culture.• Established strong partner agency relationships, including media negotiating which saved 23% on purchased media.• Led new brand ideation and execution resulting in aided brand awareness increasing 144%, or 22% compared to peers and membership increasing 18.4% above baseline over two-year period.• Designed and launched a new credit union website to complement new brand.• Led new branch expansion and market location selection while merchandising 5 new branches over 3-year period.

Boulder, Co

$335+ million financial institution with 25,000+ membersHybrid position that included the lead marketing role with heavy emphasis on both project management and product development. Responsible for implementation and management of all digital banking services and Contact Center management.Credit Union grew 154% in total assets and 51% in membership without the benefit of a merger over my 8 years over Communications/Marketing/Digital Banking/Business Development at BVCU.• Member of Senior Management team• Oversaw all aspects of Marketing, Digital Banking, Business Development, and Public Relations• Oversaw all aspects of E-Commerce including Mobile Banking programming/development, Online Banking, Website, and Online Account/Loan Opening• Oversaw the Member Contact/Phone Center for all member communications, account, and technical support for both members and branch staff.• Developed and established all online, email, social media, and digital marketing strategies.• Executed digital marketing automation programs and processes from start to finish including design, building, QA, deployment and reporting of emails, landing pages, journeys, and automations.• Developed Online & Mobile Banking Products/Services strategies, launches, implementations• Extensive Brand Ideation & Development - Developed BVCU into the first FULLY eco-conscious bank or credit union in Colorado• Strategic Planning, Budgeting and Forecasting• ALCO Committee Planning and Experience• Managed organization through multiple Digital Banking vendor selection, development, and launch processes as well as drove continued feature development on ongoing basis• Developed Award-winning Financial Literacy and Youth Marketing Products and Services• Developed Award-winning Website - Complete Re-Development/Re-Design (2013) - www.bvcu.org

Greater Denver Area

$300+ million financial institution with 23,000+ membersManaged and directed promotional, advertising, and market research activities for all products, services, and programs. Responsible for all marketing, public relations, and business development activities.• Transitioned marketing department focus to a data-driven and completely analytical target-marketing focus.• Sourced and implemented a CRM/MCIF database software for organization.• Developed KPIs, success metrics, and ROI reporting on all marketing activities.• Worked with executive team in development of long-term strategic plans for market and channel performance growth. Note: The organization's desire to focus on analytical and scientific based marketing that included extensive marketing research and database anaylsis led to my evolution from IT to the marketing realm. My technical acumen coupled with my business education background provided the basis for a natural transition.

Denver, Co

$300+ million financial institution with 23,000+ membersOversaw all systems-related functions for the credit union.

Greater Memphis Area

$500+ million financial institution with 80,000+ membersBegan as a Computer Operator using the Summit core processing system. Was eventually promoted to Systems Administrator and then to Assistant Director over IT in only 3 years time. My primary duties consisted of overseeing a department of 12 employees as well as project management on all IT related projects for the Credit Union. Additionally, was tasked with developing a restructuring plan to better utilize department assets and increase efficiencies.

Cues Ceo Institute I, Strategic Planning

Cues Ceo Institute Ii, Organizational Effectiveness

Cues Ceo Institute Iii, Strategic Leadership

Mba, Management

Graduated 2001 MBA Class with 4.0 GPA.

Bfa, Finance

Graduated Summa Cum Laude