Develop strategic insights to form client partnerships to deploy predictive analytics marketing solutions in the AI and data platform space. Connect technology with measurable business value to help partners achieve goals. Work with sales and marketing teams to develop go-to-market strategies.

Oversaw the planning, development, and execution of the credit union’s marketing and advertising initiatives and managed the marketing, training, and community development departments. Oversaw financial literacy initiatives and business development strategies. Deployed annual marketing budget continuing strategic and field of membership expansion initiatives.• Took lead in writing and pitching strategic initiative that was approved and will help organization stand out in a crowded market, attract younger members, and grow into new, targeted areas.• Oversaw the selection and deployment of new marketing analytics and business intelligence solution. New platform uses metadata, business intelligence insights, and marketing automation to improve marketing personalization, and targeting.• Initiated strategic change in media buying for increased efficiency and more accurate prospect targeting.• Directed financial literacy efforts resulting in first place nationally in 2021 for CUNA’s Alphonse Desjardins Youth Financial Education Award in the $250 million - $1 billion asset category.• In 2020, Embold received the Crystal Performance Awarded based on key performance metrics focused on service, member relationships, sales and other areas from Raddon, a Fiserv company. Embold was among the top three percent of performers analyzed.

Responsible for the overall leadership of all branches, the call center, and the marketing and training departments. Responsible for over 50 full-time employees. Strong advocate for member-first service philosophy encouraging and training staff to always act in members’ best interest.• Took lead in writing and pitching proposal adding Interactive Teller Machines (ITMs) as new service delivery channel to improve staffing efficiency, create differentiation, and build launch points for additional technologies.• Directed creation of call center’s key performance indicators (KPIs) dashboard measuring call wait times, call abandon rate, and call length times.

Oversaw marketing and business development. Managed branding and member growth strategies. Developed and administered annual marketing plans and budgets. Oversaw digital marketing including website, search engine optimization, paid search, online advertising, social media, website analytics, email, newsletters, and content development. Managed print marketing, outdoor, and cable television advertising. Directed market area analysis for new branch locations. Introduced new products and services to improve competitive positioning. Oversaw Marketing Customer Information File (MCIF) data mining driving member contact strategy and relationship pricing. Managed public relations including press releases, editorial coverage, and media relationships. Tracked progress of online campaigns and search engine optimization (SEO). Oversaw organization-wide marketing reporting functions to track, measure, and analyze performance. Reported monthly to board of directors.• Implemented Net Promoter Score system to measure member loyalty and member experience quality.• Co-led the launch and implementation of member loyalty training program to equip staff to forge exceptional member and employee experiences. Program launch resulted in significant increase in organization’s Net Promoter Score.

Directed marketing functions of the credit union. Lead marketing team and managed vendor network including outside public relations firm. Managed department budget. Created and executed marketing strategies to increase sales, market share, brand recognition, and member loyalty. Responsible for the message and design elements in communicating the Clackamas Story through numerous mediums including brochures, letters, email, websites, social media, newsprint, and outdoor advertising. Wrote and edited member newsletters.

Managed outside marketing agency. Provided strategic direction for agency designers and writers. Created digital advertisements and promotional fliers. Increased membership through community outreach and involvement. Credit union representative and speaker for State of Clackamas County sponsorship.

Responsible for new business development. Recruited new members and community partners through community events, employee fairs, and staff meetings. Represented credit union at numerous chambers of commerce and business groups. Taught financial management classes.

Taught English to Japanese students in Osaka City public schools. Collaborated in lesson planning and team teaching with educators from Japan, Australia, Jamaica, and Canada. Assisted students with their writing as co-editor of school newspaper. Gave personal public speaking instruction and coached students preparing for college entrance interviews.