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

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

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