Sara Halpin Email and Phone Number

Marketing Strategy for the Commercial Banking Community Impact Banking team. Strengthening communities | Empowering diverse businesses | Supporting companies that produce sustainable goods and services

Digital Asset Management Strategy | Diverse, Women & Veteran Owned Business Marketing Strategy

Commercial Term Lending Marketing Strategy

Field Marketing for Commercial Term Lending (Multifamily Lending and Commercial Lending) division at Chase. Program Management, communications, planning, and advertising for 15+ markets nationwide.

Key Role in lead generation efforts including: direct marketing, copywriting, database marketing, events.Customer retention efforts include: bill insert programs, advisory panel projects, and other incentives.Manage communications and relationship with national sales team.Create and maintain advertising calendar and media buys for regional and national publications.Coordinate print and online advertising production with designers and outside media contacts.Reporting on… Show more Key Role in lead generation efforts including: direct marketing, copywriting, database marketing, events.Customer retention efforts include: bill insert programs, advisory panel projects, and other incentives.Manage communications and relationship with national sales team.Create and maintain advertising calendar and media buys for regional and national publications.Coordinate print and online advertising production with designers and outside media contacts.Reporting on marketing efforts to illustrate ROI.Various product launches and ad hoc requests. Show less

Provided managerial, project, and administrative support to multiple teams in results-driven technology department. Coordinated department by planning meetings, managing travel, and producing monthly status reports. Tracked budgets, processed invoices, and managed vendor relationships. Lead for technology equipment and software purchases up to $75 K for Scan System Projects. Instrumental in project planning, execution, and ongoing support for $10 million Call Center project. Managed and… Show more Provided managerial, project, and administrative support to multiple teams in results-driven technology department. Coordinated department by planning meetings, managing travel, and producing monthly status reports. Tracked budgets, processed invoices, and managed vendor relationships. Lead for technology equipment and software purchases up to $75 K for Scan System Projects. Instrumental in project planning, execution, and ongoing support for $10 million Call Center project. Managed and maintained departmental relationships with Purchasing, Finance, Administrative, Root Cause Analysis, Help Desk, Telecom, and Facilities. Co-Chair for Annual TSG Charity Golf Tournament. Show less

Developed, managed and executed internal company events and meetings. Adhered to restrictive budget in order to produce creative, unique events on tight deadlines while utilizing strong negotiation skills. Managed all facility related aspects of Aventail Corporation’s Headquarters, which included coordinating the physical workplace with the people and work of the organization. Oversaw all subcontractors for facility work and construction. Managed and built relationships with outside… Show more Developed, managed and executed internal company events and meetings. Adhered to restrictive budget in order to produce creative, unique events on tight deadlines while utilizing strong negotiation skills. Managed all facility related aspects of Aventail Corporation’s Headquarters, which included coordinating the physical workplace with the people and work of the organization. Oversaw all subcontractors for facility work and construction. Managed and built relationships with outside vendors, including HVAC vendors, Electrical vendors, Property Managers, Real Estate Brokers, Business Use Machine Vendors, and Mobile Service Carriers, while serving as a liaison between vendors and employees. Maintained organized, professional approach in hectic situations and fast paced environment. Managed receptionist and served as lead for Corporate Services department by facilitating departmental meetings, tracking budgets, and maintaining company intranet with departmental news and updates. Show less

Provided sales and operational support under strict deadline for financial advisors and clients in order to create and maintain efficient production in a fast-paced environment. Managed accounts and worked closely with clients and co-workers to ensure superior customer service. Assisted in the presentation and marketing of financial plans and services to high net worth individuals and organizations. Organized prospect literature and followed up on calls, set up appointments. Supervised… Show more Provided sales and operational support under strict deadline for financial advisors and clients in order to create and maintain efficient production in a fast-paced environment. Managed accounts and worked closely with clients and co-workers to ensure superior customer service. Assisted in the presentation and marketing of financial plans and services to high net worth individuals and organizations. Organized prospect literature and followed up on calls, set up appointments. Supervised interns. Show less