Jenny Meyer Email and Phone Number

Jenny Meyer Mortgage Team

• 2018 Participant of the Emerging Leader Program• Co-Chair of Community Development Strategy for the Milwaukee area branches• Selected to participate in multiple business initiatives with-in UW Credit Union

• Began partnership with West Allis/West Milwaukee School District to bring the Youth Apprenticeship program to UW Credit Union• Work closely with branch team to build long term financial relationships with existing and new members• Represent UW Credit Union in the community by participating in volunteer, networking, chamber, and community events• Coach team members to relationship sales success through regular meeting, providing learning resources, and encouraging self discovery• Achieve sales goals through team building efforts and strong member relationships

• Recruit and hire new talent• Improve branch ranking in company• Coach existing talent• Improve branch sales and service processes• Change service culture into relationship sales culture• Share successful processes with other managers in market

•Coaching staff to develop sales and professional skills•Further develop exisiting personal and business customer relationships•Chair and attend volunteer and community events•Challenge Team Mentor for new manager•Co-Chair for Teller Round Table in the Southeast District•Balance day to day management activities with monthly and yearly sales goals. •Develop personal leadership abilities

•Coaching staff to develop sales skills and understand individual and branch goals•Developing and expanding relationships with new and existing customer base through relationship building process.•Representing North Shore Bank at community activities while strengthening our position in the community•Balancing day to day activities with scheduled appointments and call list requirements•Utilizing internal program to track goals, build relationships and develop proactive activities.

•Develop and maintain personal and business client base•Open new accounts while cross-selling bank products•Assist in training branch staff and developing sales techniques•Work with customer issues and resolve customer problems•Continued education in bank products, services and policies