Cory Shapiro
Poughquag,NY
Summary
Experienced Chief Operating Officer with 14+ years of progressive leadership in banking. Track record of forming and leading successful teams to exceed Key Performance Indicators and metrics. Strong analytical, data-driven, predictive modeling, research, and strategic skills. Recognized for exceptional leadership abilities and a proven aptitude for building and executing strategic plans that drive above-market growth rates.
Overview
14
14
years of professional experience
Work History
Chief Operating Officer
TEG Federal Credit Union
06.2023 - Current
- Responsible for assisting the President and CEO in the overall operation of the Credit Union and consistently working towards and evaluating progress in achieving the goals set by the CEO and Board of Directors. Deploy extensive Credit Union knowledge to help drive direction and performance and ensure TEG’s core values are being met every step of the way
- Directly lead the Marketing, Data Analytics, Digital Channels, and Retail Banking teams of 60+ employees while collaborating with senior TEG management. Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback, fostering a culture of continuous learning and development within the organization
- The Chief Strategy officer role and initiatives have been absorbed into the Chief Operating Officer position
Chief Strategy Officer
TEG Federal Credit Union
06.2022 - 06.2023
- Collaborate with the executive team enterprise-wide to facilitate the growth and expansion of the business
- Conduct in-depth research and analysis to support the development of long-term strategic plans
- Assist in decision-making, ensuring that strategic objectives are utilized by leadership to achieve desired outcomes
- Measure performance, track progress toward strategic goals, assess the effectiveness, and recommend improvements
- Drive strategic planning sessions and author strategic plans for other departments
- Incorporate business analytics, data, and predictive modeling to provide strategic direction and planning to executive and senior management
- Still maintain responsibilities from the VP of Finance role.
Vice President of Finance
TEG Federal Credit Union
10.2020 - 06.2022
- Managed investment portfolio and asset liability management, prepared budgets, and tracked the overall financial health of the credit union
- Directed administrative tasks, including accounts payable, financial reporting, budgeting process, risk management, and financial analysis
- Interpreted financial performance and created comprehensive reports to ensure consistent and reliable delivery of financials to management
- Managed an investment portfolio valued at over $80 million
- Utilizing Profitstar, I conducted net economic value, interest rate risk, and liquidity modeling
Vice President of Sales, Services, and Branch Operations
TEG Federal Credit Union
06.2017 - 10.2020
- Facilitated operations of the entire branch network consisting of nine locations and 50+ employees
- Identified opportunities to improve member experience, increase efficiencies, and maximize overall profitability
- Provided mentoring and coaching of branch managers to deliver high-quality member service and maintain TEG standards
- Led, motivated, and recognized employees for consistent and superior performance
Branch Manager
TEG Federal Credit Union
01.2012 - 06.2017
- Delivered leadership and guidance in all aspects of branch performance
- Drove revenue and member loyalty through consultative interactions with members and providing solutions to assist in achieving financial well-being
- Built high-performing teams by attracting talent, onboarding, coaching, and mentoring branch team members
- Completed branch audits to ensure compliance with all bank policies, procedures, and state and federal regulations.
Account and Loan Representative III
TEG Federal Credit Union
01.2011 - 01.2012
Bank Teller
TEG Federal Credit Union
04.2010 - 01.2011
Education
Bachelor of Arts in Finance -
Pace University - Pleasantville Campus
New York, NYSkills
- Team Leadership & Development
- Strategic Planning & Execution
- Course Corrections
- Resource Alignment
- Data Analytics
- Risk Management
- Operations Management
- Organizational Development
- Change Management
Committee Membership
- ALCO Committee
- Retirement Committee
- Policy Review Committee
- Loan Review Committee
- Budget Committee
Career Experience
TEG Federal Credit Union, Poughkeepsie, NY, 04/2010, Present, Chief Operating Officer, 06/2023, Present, Responsible for assisting the President and CEO in the overall operation of the Credit Union and consistently working towards and evaluating our progress in achieving the goals set by the CEO and Board of Directors of the Credit Union. Directly lead our Marketing, Data Analytics, Digital Channels, and Retail Banking Network while collaborating with senior TEG management. As the Chief Operating Officer, I deploy my wide breadth of Credit Union expertise to help drive our direction and performance and ensure TEG’s core values are being met every step of the way. The Chief Strategy officer role and initiatives have been absorbed into the Chief Operating Officer position., Chief Strategy Officer, 06/2022, 06/2023, Collaborate with the executive team enterprise-wide to facilitate the growth and expansion of the business. Conduct in-depth research and analysis to support the development of long-term strategic plans. Assist in decision-making, ensuring that strategic objectives are utilized by leadership to achieve desired outcomes. Measure performance, track progress toward strategic goals, assess the effectiveness, and recommend improvements. Drive strategic planning sessions and author strategic plans for other departments. Incorporate business analytics, data, and predictive modeling to provide strategic direction and planning to executive and senior management. I still maintain responsibilities from the VP of Finance role., Vice President of Finance, 10/2020, 06/2022, Managed investment portfolio and asset liability management, prepared budgets, and tracked the overall financial health of the credit union. Directed administrative tasks, including accounts payable, financial reporting, budgeting process, risk management, and financial analysis. Interpreted financial performance and created comprehensive reports to ensure consistent and reliable delivery of financials to management. Managed an investment portfolio valued at over $80 million. Utilizing Profitstar, I conducted net economic value, interest rate risk, and liquidity modeling., Vice President of Sales, Services, and Branch Operations, 06/2017, 10/2020, Facilitated operations of the entire branch network consisting of nine locations and 55+ employees. Identified opportunities to improve member experience, increase efficiencies, and maximize overall profitability. Provided mentoring and coaching of branch managers to deliver high-quality member service and maintain TEG standards. Led, motivated, and recognized employees for consistent and superior performance., Branch Manager, 2013, 06/2017, Delivered leadership and guidance in all aspects of branch performance. Drove revenue and member loyalty through consultative interactions with members and providing solutions to assist in achieving financial well-being. Built high-performing teams by attracting talent, onboarding, coaching, and mentoring branch team members. Completed branch audits to ensure compliance with all bank policies, procedures, and state and federal regulations., Account and Loan Representative III, 2011, 2013, Bank Teller, 04/2010, 2011
Timeline
Chief Operating Officer
TEG Federal Credit Union
06.2023 - Current
Chief Strategy Officer
TEG Federal Credit Union
06.2022 - 06.2023
Vice President of Finance
TEG Federal Credit Union
10.2020 - 06.2022
Vice President of Sales, Services, and Branch Operations
TEG Federal Credit Union
06.2017 - 10.2020
Branch Manager
TEG Federal Credit Union
01.2012 - 06.2017
Account and Loan Representative III
TEG Federal Credit Union
01.2011 - 01.2012
Bank Teller
TEG Federal Credit Union
04.2010 - 01.2011
Bachelor of Arts in Finance -
Pace University - Pleasantville Campus
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