- Responsible for the launch and maintenance of West Pointe Bank's new website - Part of the team responsible for the launch and upkeep of West Pointe Bank's electronic banking products - Bill Pay, PopMoney, and our Mobile Banking app- Initiate and manage West Pointe Bank's social media campaign- Track and analyze website traffic data and report findings to the Information Technology Committee- Provide customer service by responding to inquiries and requests from current customers, potential customers, former customers and the general public- Responsible for opening, maintaining and closing personal and business deposit accounts, Roth and Traditional IRA's, Safe Deposit Boxes, and Certificates of Deposits

- Was the liaison for Society's nine partner trade associations through coordinating and following through on agreements to help build and maintain these relationships - Coordinated and ran all major company events - Coordinated and oversaw all aspects of Society’s Producer Training courses offered to active Society agents - Represented Society Insurance by preparing for and attending association trade shows - Maintained, coordinated, and managed the logistics of all trade show materials to agency conventions - Managed co-op advertising efforts for participating agents - Filed and maintained Society Insurance’s status as a continuing education provider with state regulatory offices - Filed and maintained continuing education courses offered by Society Insurance with state regulatory offices - Worked with Society’s trade associations to develop quality leads and then distribute those leads to the Regional Sales Managers (RSMs) - Provided customer service by responding to inquiries from the associations, the agency force, and the general public - Kept Society’s web site content current - Initiated Society’s social media campaign - Involved in putting together formal communication pieces (newsletters, sell sheets, e-mail blasts) for Society’s agents - Accountable for ordering and maintaining the stock of Society’s promotional items - Contributed to overall Marketing function by completing a variety of assigned projects and duties as assigned with accuracy and timeliness

- Assisted in identifying new business opportunities- Researched and identified contracting methodologies that met current government regulations- Prepared data and correspondence marketing concepts as may be required by management- Supported developing marketing concepts, proposal requirements, and objectives related to aftermarket sales

- Assembled new accounts packets for select employee groups (SEG) and new members- Wrote a weekly and monthly article for various SEG newsletters- Created and designed promotional materials per Marketing Director’s request- Conducted market research - Organized promotional activities for the grand opening of a new branch location

- Responsible for opening and closing the credit union - Processed members’ daily transactions - Accountable for loading and balancing the ATM machine - Reconciled and sent out checks to the Federal Reserve Bank- Set members up with new accounts, safety deposit boxes, direct deposit, Teller 24, and Home-Banking