Jerrod Phillips Email & Phone Number

Charleston, Sc, Us

Washington, District Of Columbia, United States

Alexandria, Va

• Directed the operations of four credit union branches, ensuring that each branch meets organizational, financial, operational, service, and growth plans• Assisted members and prospects in understanding and utilizing credit union products/services• Coordinated branch activities for membership recruitment and new product marketing• Managed general ATM maintenance including office equipment and supplies• Ensured all safety and security protocols of the branch office are followed and executed• Utilized analytical and forecasting techniques to prepare various monthly and annual reports• Conducted financial needs analysis and recommended products to meet client needs• Managed audits, solicits new consumer loans, and expanded existing member's portfolios• Supervised, coached, and provided performance feedback to Member Relations Representatives • Coordinated events/seminars for new business development initiatives• Served as a trusted adviser by evaluating credit reports, loan services, and financial investments • Processed consumer loans while overseeing the application of federal laws, regulations, policies, and guidelines to ensure adherence• Achieved revenue and member retention goals while increasing profitability through service delivery, cross selling and referral development• Researched, developed, and recommended policies and procedures for compliance with all applicable laws and credit union regulations• Executed creative thinking and flexibility by establishing alternative solutions or escalation paths when confronting pending deadlines

Washington Dc Metro Area

• Developed and facilitated financial literacy seminars• Prepared annual budget for the business development department• Managed inventory of promotional products and materials for outreach initiatives• Trained new and current sales staff and provided administrative support for the sales team• Executed new SEG onboarding according to NCUA requirements• Represented the organization at various functions to develop business relationships• Assisted in increasing membership penetration in our field of membership• Contributed to the execution of sales and marketing plan through all levels of operations• Planned, organized and executed the Core and Select Employee Groups’ (SEGs) business development activities and strategies that promoted growth• Assisted in social media strategies, as well as other business development tactics, as it related to growing the assigned territory• Utilized database software to strengthen support of growth of assigned territories• Managed and contributed recommendations for advertisement opportunities to promote credit union expansion

Charleston, Sc

• Recruited and coordinated certified sign language interpreters nationwide• Developed and facilitated new employee orientation program• Maintained accounts payable and accounts receivable• Processed company payroll and reconciled bank accounts• Managed company network, email servers, and websites• Assisted in doubling the company’s revenue within a 24 month period

Columbus, Georgia

• Prepared monthly financial statements and performed ratio and variance analysis• Developed automated reconciliation solutions to improve departmental efficiency• Served on Asset Liability Management Committee• Provided administrative support for CEO and Senior Management Team• Executed cross selling products and services for membership value add• Implemented customer satisfaction surveys to gauge performance and cross sell opportunities • Opened and processed new accounts; i.e. savings, checking, certificates, IRA, money markets • Assisted members and prospects in understanding and utilizing credit union products/services • Managed and balanced all transaction requests for members to include teller transactions• Completed account inquiries/account maintenance, i.e. address changes, closing accounts, etc. • Reconciled general ledger accounts including ACH, ATM, VISA, real estate, fixed assets, and corporate investments