Some of my key accomplishments were:- Engaged by a notable $7.7B financial service provider staffing 1,100 to expand market presence, reshape marketing brigade, and augment brand prominence with a budget of $4.5M. - Chaired high-engagement, experiential marketing events for premium customers.- Scaled up to a 54% open rate by transforming the bank's widespread emailing system for a budget-friendly deposit product acquisition. - Revamped the bank's Customer Relationship Management system, instituting a standardized clientele onboarding procedure.

My key accomplishments of this role were:- Engaged by $9B full-service financial institution with 900 employees to increase market share, build asset base, and enhance brand recognition with a $3.5M budget. - Spearheaded all customer communication and marketing activities during three bank acquisitions.- Headed management and development of Midland’s CX program.- Enhanced bank’s email marketing capabilities by using Marketing Cloud and Salesforce.- Supervised creation of bank’s online account opening tool.

Some of my key accomplishments were:- Exceeded benchmarks by 125%, yielding $50,000,000 in fresh deposits and over $120,000,000 in loans within a timeframe of slightly over a year.- Formulated digital media strategy, triggering a rise in checking account sales and decreasing the expenditure per funded account from $350 to $120.- Boosted Net Promoter Score by 11 points standing above conventional bank scores.- Initiated web-based onboarding mechanism, realizing a retention rate 15% higher than the BBVA branch pattern.- Orchestrated a range of initiatives catering to the Remote Model venture, incorporating Online, Mobile, ATM, and Telephone channels.

I managed a portfolio of initiatives in support of Remote Model business, including online, mobile, ATM, telephone channels, for BBVA Compass Bank - with 700+ branches and $80 billion in assets. I directed strategic planning, marketing, project initiation, prioritization, and tracking of all initiatives and oversee project budgets and expenses within the portfolio.My role required close collaboration with multiple teams to achieve the company’s strategic vision, which is to use digital technology and channel functionality to provide unique and differentiated services to the target Remote Model segment.I work with multiple teams to achieve the company’s strategic vision to use digital technology and channel functionality to provide unique and differentiated services to the target Remote Model segment. Responsibilities include coordination of: identifying target audiences and markets through the use of technodoption or other methods, identifying unique needs of target audience, outlining new and innovative technology that meets needs of targeted audiences, and determining the vendor solutions and costs to bring new functionality to market. I oversee vendor relationships, including agency, research firm and production tools. I manage all marketing, public relations, and social media for the remote model channel.My key accomplishments in this role include:• Generated $50,000,000 in new deposits and over $120,000,000 in loans in just over one year of business for the Remote Model, surpassing goals by 125% of target• Created online media plan that increased checking account sales while decreasing cost per funded cost from $350 to $120.• Increased Net Promoter Score over traditional bank NPS score by 11 points• Created an online onboarding program responsible for a retention rate 15% above the retention rate of the BBVA branch system

Description: With Dietrich Marketing & Consulting, I founded a boutique consultancy though which I worked with small to mid-sized banks and credit unions to market their products more effectively. Focusing on small business and retail program development, I provided clients with strategic direction as well as program and project management for bank related marketing programs including: customer loyalty programs, market analysis, program development and launches, assistance with sales promotions, and product development and marketing.Key projects and accomplishments include:★ Led the implementation of payroll products, redesign of remote deposit capture products and checking products, as well as customer service improvements, to update and fill client product line gaps.★ Enhanced sales process and incorporate CRM enhancements on both Fiserv and Jack Henry platforms, which led to more efficient client accounting opening procedures (over 10 minutes shorter) and and improvement in cross sales by 0.5 products/sale.★ Provided assistance and guidance in evaluating market conditions and opportunities, customer research, competitor data, database analysis, and performance monitoring in a collaborative setting.

Description: Oversaw strategic creation and implementation of corporate customer experience activities for a bank with $850 Million in Assets and 13 Branches. Focusing on sales staffing, management and training, budget development, facility location and site selection and strategic pricing and positioning issues, I directed all functions of print and online marketing as well as customer satisfaction, retention and development. I measured and ensured campaign success through the production and analysis of post-mortems and the review and analysis of metrics and ROIs.My key accomplishments in this role include:★ Increased core deposits by introducing a checking product that increased new account openings by 31% in 2009 and deposits as a whole by $97 million in the first 6 months of 2009, while reducing the cost of funds by 170 basis points.★ Oversaw rebranding of the bank, leading the research team that detailed customer perceptions of ASB and competitive banks and creating new mixed brand and product campaigns in print, TV, radio, and online.★ Improved customer retention by 27% in 2008, through the development and implementation of a multifaceted marketing plan, alerting the sales team to potential pullouts, and focusing retention efforts on profitable retail customers.

Description: Invited by First Indiana Bank, a $2.8 billion full-service financial institution with 500 employees across 33 branches, to generate market share growth, build asset base, and promote brand name. Managing a $2.5 million marketing budget, I developed corporate marketing plans and tactical marketing strategies including product development, competitive pricing, customer acquisition/retention, facility locations, as well as trade show and strategic issues. I managed a staff of four marketing professionals and developed and maintained the Internet and Intranet websites.Key accomplishments included:★ Reinvigorated corporate brand by leading research into customer perceptions of FIB and competitive banks and creating new print, TV, radio, and online marketing campaigns that led to a 32% increase in brand awareness, along with 35,000 new account openings and $17 million in new deposits in 6 months.★ Managed the merger team after FIB was purchased by M&I. I led the transition team to map and convert products from FIB to M&I. I also led all internal and external communications, including public relations, shareholder reporting, and advertising.★ Successfully implemented policies and procedures which kept customer attrition 23% lower than projected through the merger process.

Description: I was hired by Compass Bank, with 378 branches and $30 billion in assets, to create, develop and manage the online employee referral program, the partnership banking program, and the cross-line of business referral program.Key accomplishments with Compass Bank included:★ Collaborated extensively with Wealth Management, Retail and Commercial business lines to manage corporate communications to 3,600 non-sales employees. Produced training and development materials.★ Supervised a Program Coordinator and Traffic Coordinator and managed dotted line responsibility for 120 employees in six states.

Description: Challenged by nation’s premier manufacturer of fine Italian cheeses, with $155 million in revenue and 500 employees, to develop marketing initiatives, products, and line extensions for a new division of the company. I identified additional sales opportunities and assessed all aspects of the product line by building relationships with sales, distributors and retailers and trade show opportunities.★ Key accomplishment included evolving the client mix from 98% food service and 2% retail to 87% food service and 13% retail in two years, thereby reducing impact of seasonal product issues along with reliance on niche markets.

Description: I was recruited by Associated Bank to offer directional leadership and vision for a major unit of diversified multi-bank holding company with $13 billion in total assets.I directed daily operations, reviewed expenditures against budget, managed a staff of two, led advertising and trade show efforts, developed new products, maintained branch advertising and advised sales staff.