Work History
Education
Skills
Awards
Community Service
Summary
Timeline
BusinessAnalyst
Cassey Leatham

Cassey Leatham

Pocatello,ID

Work History

Select Employer Group (SEG) Relationship Manager

Mountain America Credit Union
04.2014 - 05.2024
  • Managed new and existing relationships and developed strategic plans for growth for over 200 SEGs
  • Consulted with branch managers regarding the creation of career pathing opportunities for members of their teams
  • Worked collaboratively with key stakeholders across the credit union to design, develop, implement, and evaluate capability activities, including new programs, coaching, eLearning, and mentoring
  • Analyzed and administered competitive strategies and services for long-term business development
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions
  • Managed approximately 80-100 SEG events each year

Business Account Executive

Idaho State University Credit Union (Lookout Credit Union)
10.2011 - 04.2014
  • Created new business from existing and potential partnerships by retaining and expanding relationships
  • Managed 40+ events each year, including a large annual fundraiser for the school district
  • Coordinated business development activities and onboarding of new partners by organizing onsite events and internal communications
  • Designed promotions to involve business partners and the community through the use of social media and email campaigns

Seminar & Continuing Medical Education (CME) Coordinator

Bingham Memorial Hospital
12.2010 - 08.2011
  • Coordinated multiple monthly community educational seminars as well as CME activities for over 30 physicians
  • Developed advertising/promotional strategies for the seminar program which included planning 15-20 seminars a month
  • Created a network of relationships among medical staff from regional hospitals
  • Developed and oversaw the learning and training for CME programs
  • Explored topics and developed presentations for physician use
  • Initiated and began implementation of a senior health program and assisted in employer health education/health fair events

Education

Master of Science - Human Resources Development

Idaho State University
Pocatello, ID
05.2025

Bachelor of Arts - Mass Communication

Idaho State University
Pocatello, ID
05.2010

Skills

  • Team Leadership
  • Public Speaking
  • Written and verbal communication
  • Relationship Building
  • Stakeholder Management
  • Critical Thinking

Awards

  • 2018 20 Under 40 Award
  • 2018 Leadership Pocatello-Chubbuck Alumni of the Year

Community Service

  • Leadership Pocatello-Chubbuck Board Member
  • ISU Alumni Association Board Member
  • Pocatello-Chubbuck Chamber Chief
  • Elevate Leadership Summit Chair
  • First Tee of Pocatello Head Coach
  • LEAP Leadership Committee Chair
  • KIND Community Board Member
  • CUNA Marketing & BD Conference Planning Committee
  • Magic Valley Leadership Graduate/Facilitator
  • Portneuf Valley Partners
  • Zoo Idaho Zoological Society Board VP
  • Leadership Idaho Falls Graduate
  • Leadership Pocatello-Chubbuck Graduate

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over ten years of assisting clients with financial planning processes and, and offering dynamic collaboration and decision-making skills.

Timeline

Select Employer Group (SEG) Relationship Manager

Mountain America Credit Union
04.2014 - 05.2024

Business Account Executive

Idaho State University Credit Union (Lookout Credit Union)
10.2011 - 04.2014

Seminar & Continuing Medical Education (CME) Coordinator

Bingham Memorial Hospital
12.2010 - 08.2011

Master of Science - Human Resources Development

Idaho State University

Bachelor of Arts - Mass Communication

Idaho State University

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Cassey Leatham