Working directly with Financial Institutions to develop high value sales and service strategies to reach growth and penetration goals. Specifically we mentor clients through the process of:- Outbound Call Center Creation and Improvement: Working through the process of identifying the opportunity, developing the most direct and profitable lead sources, and complete, onsite training of new and existing sales agents. - Sales and Service Training: Empowering frontline staff to clearly and quickly identify an opportunity for members and customers and giving them the tools and confidence to make the sale. - Sales Management Training: Putting the right information and strategies in the minds of your managers and supervisors for them to cultivate a culture of sales excellence in their departments and branches.See www.salescu.com for additional details on our programs and free resources.

Coached, mentored, and developed a team of highly effective outbound sales agents that connected with members to increase the value the credit union provided to them. - The sales team sold the full product line of the credit union including loans, but also checking, deposits, investments, mortgages, business services, and P&C insurance. Our sales process was effectively applied in every imaginable way. - Managed the underwriting and decision process for a $100 M+ loan portfolio. This included making all decisions on loans under corporate decisioning levels. - Oversaw a team of 17 outbound sales agents, 2 direct auto dealer buyers, 2 managers, a processor, and a sales lead developer.- Through pure outbound sales efforts, we recaptured over $150 Million in consumer, business, and real estate loans. Additionally, we also referred hundreds of P&C insurance policies, over $1 million in investment services, hundreds of business services, and tens of thousands of other ancillary products and services.- Managed the credit union's online loan and new account application processes and built a $100 million loan portfolio with a 50% funding ratio on over 1,000 applications per month.- Also managed 3, non-traditional dealership relationships which produced over $2 Million per month in new loan growth, and grew to a portfolio of over $30 million. - Responsible for maintaining audit, regulation, title, and other quality and legal assurance processes and maintained exceptional reports.- Built and trained to other departments, the sales processes which contributed to a 1,300% increase in loan recapture sales taking the CU from $25 M in 2010 to $360 M in 2015.- Intelligent lead identification and development used by our department and was the foundation of the entire credit unions' sales efforts by 2013.- Recruiting, interviewing and hiring of front-line sales staff, and sales leadership.- Coaching and accountability for a high-producing sales team including termination.

Working directly with members in a sales and service capacity, contact members by phone and email to expand and deepen the member relationship, and create value by aligning products and services directly to the needs, wants and dreams of the member. The majority of my time was in a pure sales role, where I built all of my own leads and created all of my volumes through proactive efforts.- Sold over 10,000 ancillary products and services through outbound sales efforts.- Recaptured over $10 million in consumer and real estate loans.- Developed new lead lists for the outbound team through utilizing internal and external resources that generated over $50 million in loan growth for the credit union.- Built a sales process that was ultimately adopted by the full outbound call center.- Assisted in the training and mentoring of new outbound team members.

Presenting technical information for a broad range of intellectual levels Trained all processes within the branch networkWork with department heads to develop and maintain policies and procedures for training purposesTrack statistical data and evaluate the department’s efficiencyCreation and enhancement of classroom training programsBuilt and maintained credit union-wide online training coursesContent, process expert and 411 resources for the entire organization

Supervise the branch tellering team and operational functions to ensure consistency, privacy and accuracy for all accounts, compliance with regulation, and employee development.- Managed a group of 8 tellers.- Balanced branch ATM and Vault.- Assisted in the hiring process.- Provided training and coaching for new employees, and development for existing team members.- Maintained teller line schedule.- Ensured processes were maintained while providing an exceptional member experience.