Helping credit unions develop strong brands and position themselves for sustainability.Specializing in finding creative ways to be more strategic with marketing budgets and to drive results for credit unions - primarily those under $100 Million in assets.

Strategic Planning: Create the credit union’s strategic plan as part of the executive team, determine and execute tactics to achieve short and long-term goals.Marketing Strategy: Analyze organizational strategic plan, customer segments and areas for growth within existing and potential customer base. Actively shape the Credit Union’s positioning and brand to align with goals.Campaign Planning and Management: Craft and oversee the implementation of annual marketing plan and budget to direct activities and maximize resources. Service Experience Analysis/Improvement: Determine benchmarks/KPIs to evaluate service and analyze trends. Train staff and oversee sales, service and marketing personnel to create entire customer experience.Sales Management: Identify strategic partnerships and oversee outreach activities. Introduced a CRM to sales and business development staff.

Department Development/Management: Led member service, lending and marketing departments through a CEO transition and major organizational change. Created job descriptions, training and staff development plans.Brand Development: Oversaw the creation of a brand guide through a contracted design firm, including analysis of membership to identify key personas, positioning of the Credit Union and a marketing plan to leverage guide. Inbound & Digital Marketing Adoption: Refreshed the Credit Union website, social media presence and digital ads. Launched Hubspot with an inbound marketing strategy.

Marketing Campaign Execution: Created and executed annual marketing calendar to deepen member relationships and attract new account holders. Contributed towards average year-over-year asset growth of 6.6%.New Product Development: Launched 16 new products and services. Increased products and services per member an average of 4.75% annually.Email Marketing Management: Implemented an email marketing platform and launched an email strategy that tested and deployed batch and automation campaigns to segmented recipients.Social Presence Development: Created a 2014 social media plan and policy that increased Facebook likes by 375% and Twitter follows by 122%.Vendor Management: Negotiated contracts for products, marketing design, media and advertising.

Service Expert: Provided front-line customer service, completed financial transactions, and opened and closed accounts.Data Presentation and Analysis: Assisted management in market research and maintained social media sites.

Office Management: Trained office staff in procedures and coordinated weekly meetings and semester staff in-services.Employee Training: Presented “Customer Service” and “Union 101” workshops for all new union staff.