DANIEL J. PERRY
Barberton
Summary
Credit union executive with 15+ years of leadership experience across lending, retail, and marketing. I currently oversee the areas that drive roughly two-thirds of organizational operations, including a $100M loan portfolio. Since joining Buckeye State Credit Union, I’ve helped guide the organization from $75M to $150M in assets through strategic expansion, operational improvements, and a strong focus on member experience. Known for leading complex, high-impact initiatives—mergers, core conversion, AI integration, and a de novo branch launch—while building teams that are engaged, accountable, and aligned with the credit union mission.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Vice President & Chief Strategy Officer
Buckeye State Credit Union
Akron, OH
01.2020 - Current
- Lead lending, marketing, and retail operations, training, representing roughly 65% of the credit union’s overall activity. Manage a $100M loan portfolio and play a central role in strategic planning, growth initiatives, and organizational alignment. During my tenure, the credit union has doubled in size to $150M in assets.
- Leadership Highlights
- Guided three mergers from planning through integration, ensuring smooth transitions for members and staff.
- Oversaw a full core conversion that modernized infrastructure and improved operational efficiency.
- Implemented AI-driven underwriting and an AI member service platform, reducing turnaround times and improving service consistency.
- Secured CDFI funding to expand lending opportunities for underserved communities.
- Led the launch of a de novo branch, including market analysis, staffing, and operational readiness.
- Directed CRM integration and a full website rebuild to strengthen digital engagement.
- Expanded the field of membership, opening new opportunities for growth.
- Built a culture of accountability and continuous improvement through coaching and leadership development.
Vice President of Sales
Buckeye State Credit Union
01.2018 - 01.2020
- Led sales strategy across all branches and business lines.
- Introduced new lending and deposit products that increased member engagement and portfolio growth.
- Implemented performance tracking tools that improved transparency and results.
Assistant Vice President of Retail
Buckeye State Credit Union
01.2017 - 01.2018
- Managed retail operations across multiple branches, improving service consistency and operational performance.
- Strengthened frontline training and development programs.
Branch Manager
Buckeye State Credit Union
01.2016 - 01.2017
- Oversaw daily branch operations, staff development, and member service delivery.
- Improved branch performance through targeted coaching and local sales strategies.
Member Lending Specialist
ALEC (Abbott Laboratories Employees Credit Union)
Gurnee, IL
01.2011 - 01.2016
- Managed a high-volume national loan pipeline while delivering personalized lending solutions.
- Built strong member relationships through consistent, high-quality service.
- Streamlined loan processing workflows to improve efficiency and compliance.
Customer Service Manager
Fifth Third Bank
Mundelein, IL
01.2010 - 01.2011
- Managed daily operations, risk, and staff performance for the financial center.
- Ensured compliance with internal policies and regulatory requirements.
Assistant Branch Manager
US Bank
McHenry, IL
01.2009 - 01.2010
- Led branch sales team and coached staff on service excellence and performance.
- Participated in district leadership initiatives and the Emerging Leaders program.
Universal Banker
US Bank
Fox Lake, IL
01.2008 - 01.2009
- Delivered full-service banking support including account opening, loan origination, and product sales.
- Consistently exceeded sales goals and maintained high customer satisfaction.
Education
B.S. - Business Management
Western Governors University
Skills
- Strategic Planning
- Lending & Deposit Strategy
- Retail Delivery
- Digital Transformation
- Regulatory Compliance
- Organizational Development
- Member Experience
- Marketing Strategy
- Community Engagement
- Project Leadership
- Cross-Functional Alignment
- Policies and procedures
Certification
- Certified Credit Union Executive (CCUE) — America’s Credit Unions
- Credit Union Development Educator (CUDE) — National Credit Union Foundation
Timeline
Senior Vice President & Chief Strategy Officer
Buckeye State Credit Union
01.2020 - Current
Vice President of Sales
Buckeye State Credit Union
01.2018 - 01.2020
Assistant Vice President of Retail
Buckeye State Credit Union
01.2017 - 01.2018
Branch Manager
Buckeye State Credit Union
01.2016 - 01.2017
Member Lending Specialist
ALEC (Abbott Laboratories Employees Credit Union)
01.2011 - 01.2016
Customer Service Manager
Fifth Third Bank
01.2010 - 01.2011
Assistant Branch Manager
US Bank
01.2009 - 01.2010
Universal Banker
US Bank
01.2008 - 01.2009
B.S. - Business Management
Western Governors University