Proven leader in business development, adept at fostering partnerships and driving membership growth, notably with Congressional Federal Credit Union. Skilled in financial acumen and employee engagement, I excel in planning, strategizing and executing initiatives that enhance member services and achieve organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Business Development Manager
Congressional Federal Credit Union
Oakton, VA
10.2017 - Current
Responsible for identifying and developing relationships with prospective members and Select Employee Groups (SEGs), and for managing and expanding relationships with a targeted portfolio of existing members to achieve membership and solutions growth goals.
Manage and provide financial services and educational seminars for congressional members, congressional staff, and community partners.
Actively drive the development and execution of targeted call and prospecting programs, focused on developing new business.
Coordinate and develop promotional materials for congressional core members and Community SEG partners.
Manage and develop an annual budget to ensure that sponsorships, events, financial education programs, and scholarships align with company goals.
Facilitate professional development training opportunities for staff.
Act as the face of Congressional Federal at relevant community, business, and nonprofit events, with the goal of developing relationships and deepening the Credit Union’s commitment to the communities we serve.
Authenticate prospective community partners to verify membership eligibility.
Business Development Assistant
Cornerstone Financial Credit Union
Nashville, TN
06.2015 - 08.2017
Analyze and apply methods used to successfully develop business strategies and initiatives to grow membership.
Provide technical support for members' online banking needs.
Promote all credit union products and services using sales and service skills to meet members' needs.
Collaborate with internal departments such as mortgage, lending, service, and solutions, to encourage the successful implementation of projects and initiatives.
Resolve customer complaints and banking issues to ensure an excellent customer experience.
Research, identify, and present Cornerstone Stones' financial services to potential partners.
Education
Bachelor of Arts - Education
University of South Florida
Tampa, FL
05-2011
Skills
Financial Acumen
Partnership management
Business development and planning
Sales tracking
Operations
Member acquisition
Employee Engagement
Certification
Certified Credit Union Business Development Professional
Certified Virginia Notary
Timeline
Senior Business Development Manager
Congressional Federal Credit Union
10.2017 - Current
Business Development Assistant
Cornerstone Financial Credit Union
06.2015 - 08.2017
Certified Credit Union Business Development Professional
Certified Virginia Notary
Bachelor of Arts - Education
University of South Florida
Similar Profiles
Carmel H. Elizardo Jr.Carmel H. Elizardo Jr.
Property Manager (CPM) at Credit Human Federal Credit UnionProperty Manager (CPM) at Credit Human Federal Credit Union
Bilingual Member Service Representative at Credit Human Federal Credit UnionBilingual Member Service Representative at Credit Human Federal Credit Union