Joseph Peters Email & Phone Number

Fort Collins, CO, US

• Trained, directed, and supervised branch staff ensuring members are served professionally while complying with all policies and procedures of the credit union and all regulatory agencies.
• Developed employees, helping them to find their maximum potential. Successfully assisted in the promotion of multiple direct reports to other more advanced functional areas of the credit union.
• Achieved a 21% increase in overall branch scorecard success compared to 2020, securing the top position… Show more
• Achieved a 21% increase in overall branch scorecard success compared to 2020, securing the top position of all branches. Highlights include finishing first in visa penetration, digital engagement, and third in overall.
• Transformed team dynamic in the branch, fostering a culture of shared purpose characterized by trust, openness, and mutual respect while promoting accountability, diversity, and inclusion.
• Developed, implemented, and managed several projects, including spearheading the successful setup and operation of the virtual consultation program. Show less

• Developed and delivered training in both virtual and physical classroom settings for 250 employees
• Directed strategic planning and implementation of user assistance documentation, product training and self-support for knowledge solutions, including curriculum development, materials, and presentations
• Identified and addressed skills gaps ensuring staff have the knowledge to perform from a compliance, customer service, and sales standpoint
• Developed and maintained a training… Show more
• Developed and maintained a training budget of approximately $250,000 per year
• Participated on the strategy team, contributing ideas towards long-term objectives

Traveling Position

• Participated in multi-segmented implementation of retail branches during integration of two diversified financial services cultures with revenue of $85B
• Advised on end to end sales process including customer retention, account acquisition, cross-sale opportunities, and CRM utilization for high performance
• Consulted with Human Resources and Learning and Development to implement operational processes for leadership within constraints of change management initiatives
• Analyzed… Show more
• Analyzed progress reports with senior management across multiple work streams in order to identify areas of opportunity and synthesize plans to improve performance
• Led new initiatives including: project timeliness, learning and collaboration, pilot programs, and speaking as Change Management Consultant at regional kickoff meetings resulting in a successful transition of Wachovia.

• Demonstrated cross-selling skills and product knowledge to exceed sales goal of 12 solutions per day
• Coached financial literacy to clients ensuring they understood the products I had to offer and their benefits
• Received numerous awards for sales recognition and customer service
• Created strategic financial solutions to suit individualized client needs
• Counseled tellers around interaction effectiveness with customers

• Awarded Sales Person of the Month for April, May, and June
• Demonstrated perseverance and follow-up in sales
• Gained understanding of financing and the auto industry.