Kathy Jo G. Email & Phone Number

New London, Mn, Us

Leading a great team of ICBA Member Relations AVPs!

Washington Dc-Baltimore Area

Creates and promotes an environment where community banks flourish. Teambuilder with all ICBA stakeholders, working with C-suite at community banks to articulate the ICBA value proposition and identify product, service and educational programs in alignment with the banks' operational needs and growth strategies. Conducts balance sheet and operational conversations with community banks. Facilitates and presents monthly "Member Benefits" and informational "Let's Chat" webinars. Attends banking trade shows, conventions and conferences deeping relationships with members and non-members.

Engages in outreach to existing and prospective member banks to achieve the member engagement goals of the association. Creating and promoting an environment where community banks flourish with advocacy, education, services, compliance, and solutions.

Minneapolis, Mn

Primary responsibility for applying product and industry knowledge to retain subscription revenue with existing clients (approximately 750 customers with revenue of $9-10M), identify and resolve customer issues, and identify cross-sell and up-sell opportunities for the existing client base. Works in partnership with the Account Managers, Account Executives and Product Support to achieve sales/retention objectives. Maintains a deep understanding of WKFS solutions, customers, and the industry as a whole; providing support for customer questions and concerns. “Concierge” for existing subscription business. Acts as a mentor, coach, and leader for fellow teammates conducting trainings and providing support to contribute to their success.

Acted as a trusted Compliance Advisor responsible for over 500 financial institution accounts. Continually evaluated needs and presented the best compliance solution including risk management, compliance, finance and audit solutions and services needed to optimize risk and business performance, and ensure compliance with local, state, national, regional and global regulation in a rapidly changing environment. As a sales team of three, the primary responsibility was to attain over $6,000,000 in sales and retention per year. Establish, build and maintain these and new relationships utilizing the entire suite of compliance solutions. Together over the 5 years, assisted with attaining and maintaining over $25,000,000 in new, non-recurring and recurring revenue.Sales Excellence Awards, Top Territory Sales Performance, Outstanding Achievement Awards, Incentive Sales Trips for attaining over 100% of goal.

First point of contact for over 100 alliances with a 97% high satisfaction rating. Involved in pre-sales, integration and implementation of products. Resolve issues related to licensing, pricing, product status, technical support, product development, compliance, and sales. Projects include implementing sales tools and digital product download sites in area. Alliance presentations. Training of new staff.

Assisted approximately 150 customers per week with a 98% high satisfaction rating. Provided application and technical telephone and on-site support to customers, sales reps and partners, which ranged from functional usage of programs to complex technology based issues. Assisted in product design, modification, enhancements, testing, integration and providing of services. Developed knowledge of peers and customers via presentations and training.

Se Minnesota

Live 2 B Healthy® Senior Fitness offers on-site fitness to senior residents. But more than that, we offer seniors the freedom, independence and dignity that accompanies reclaimed health. Vision: “Bridge to Renewed Wellness.”Mission: “To provide a proven, flexible approach to wellness through education, fitness and community."Working with residents of all shapes and ability levels, the Live 2 B Healthy® Senior Fitness Team has witnessed miraculous social and physical benefits for elder care residents. We’re proud to bring senior fitness services to a full range of senior residential facilities, allowing them to support a healthier lifestyle for residents.

• Market kitchen and bathroom remodeling• Attend trade shows and discuss possibilities with potential customers • Follow up on leads and schedule appointments

• Supervised support personnel• Handled multiple management projects• Maintained personnel records• Assisted Administration, Finance and IT departments• Provided computer and software training, documentation and support• Facilitated and coordinated various meetings, tours and special events

Customer Experience Certificate

Master’S Degree

Bachelor’S Degree