David Klingenberg
Hamilton,MI
Summary
As a Director of Member Experience and Sales, my objective was to lead and manage a team to drive revenue growth, increase member retention rates, and enhance customer satisfaction. I am a result-driven leader who excels at building relationships, developing sales strategies, and fostering a positive company culture. With a proven track record of success in the financial services industry. I am committed to delivering exception customer service and exceeding sales goals.
Overview
22
22
years of professional experience
Work History
Director of Member Experience and Sales
Parda Federal Credit Union
05.2021 - 06.2023
- Successfully managed a team of 8 Branch Managers providing leadership in sales, service and operations.
- Developed and implemented new member and member retention strategies and worked with the sales team to drive revenue growth.
- Managed vendor partnerships with Elan Financial Services, Member First Mortgage and TrueStage Financial Group (FKA CUNA Mutual Group).
- Member of 4 person team responsible for two Branch remodel projects. Personally responsible for general facilities projects.
- Assisted accounting and Senior Management in creating annual budgets, sales goals and incentive plans.
Branch Manager & Investment Representative
Macatawa Bank
01.2017 - 05.2021
- Began managing a single branch with a team of 6 and in less than 1 year took on an additional branch with a team of 5.
- Supported Branches consistently met investment sale goals and typically placed in the Top 5 investments sales for the Lakeshore Area.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol.
- Maintain and develop loan, deposit and investment relationships.
- Coach and mentor Relationship Bankers and Customer Service Mangers to develop their skills and careers in the financial industry.
Branch Manager & Licensed Banker
Huntington National Bank
03.2001 - 01.2017
- Launched my banking career as a Personal Banker at a small branch and within 1 year was promoted to Banch Manager and shortly thereafter was assigned an additional branch to manage.
- Promoted in 2011 to a high volume branch.
- Obtained investment licensing, Series 6 & 63 in 2002.
- Consistently achieved 110% or more of investment sales goals.
- Manage partnership plans to ensure that the office reaches our revenue goals in Mortgages, Investments, and Business Banking.
- Generate, process, and close Consumer Loans.
- Produce and close Business Loans up to $250,000
- Build community partnerships on behalf of Huntington National Bank.
- Helped clients meet financial goals through consultative sales techniques.
Education
Bachelor of Science - Finance and Economics
Lake Superior State University
Sault Ste. Marie, MI2000
Skills
- Brand Messaging
- Investment Sales
- Team Management Experience
- Performance Goals
- Launch New Products
- Customer Experience Management
Additional Information
- Awards: Macatawa Bank 110 Club (Multiple times), Huntington Leaders Circle (multiple times), Huntington Circle of Excellence (multiple times), Huntington Summit Club 2007, Huntington Assets under Management Challenge 2003, Huntington 110 Club for investments (multiple times)
Timeline
Director of Member Experience and Sales
Parda Federal Credit Union
05.2021 - 06.2023
Branch Manager & Investment Representative
Macatawa Bank
01.2017 - 05.2021
Branch Manager & Licensed Banker
Huntington National Bank
03.2001 - 01.2017
Bachelor of Science - Finance and Economics
Lake Superior State University
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