Caitlin Beckwith

Retail banking leader and Certified Financial Counselor with over five years of experience managing branch operations, developing client relationships, and delivering consultative financial solutions. Proven ability to generate new business, grow deposits and loans, and collaborate cross-functionally to meet both consumer and business banking needs. Strong communicator with a community-focused approach to relationship building.

Financial Services Manager

Westerly Community Credit Union — Westerly, RI

January 2020 – Present

• Lead daily operations of the Dunn’s Corners branch while driving growth in consumer and small business accounts, deposits, and lending solutions.
• Develop and manage strong relationships with members, identifying financial needs and delivering personalized banking solutions using a consultative sales approach.
• Partner with internal teams to generate referrals, cross-sell products, and onboard new business accounts resulting in booked business.
• Actively prospect and network within the community to develop new business opportunities and referral partnerships.
• Utilize CRM systems to track client interactions, manage pipelines, and report sales activity.
• Train and coach staff on relationship management, referral generation, and client engagement best practices.
• Ensure compliance with banking regulations, policies, and internal procedures.