Accomplished Product Strategy & Development Manager with a strong background in leadership, business development, and process optimization in the banking industry. Seeking opportunities to apply my extensive experience and skills to drive successful project outcomes in a dynamic role.
Overview
13
13
years of professional experience
Work History
Manager, Product Strategy & Development
Truliant Federal Credit Union
05.2022 - Current
Spearheaded the vision and roadmap for new product development across consumer deposits, consumer loans, and commercial deposit product line and features. Crafted comprehensive go-to-market strategies, defining product positioning, and setting competitive pricing
Continuously monitoring the operation, deployment, performance, and profitability of assigned products and services, including the development and dissemination of key performance indicators
Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements.
Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Improved internal collaboration between departments such as engineering, design, manufacturing, marketing using effective communication strategies.
Member Financial Center Manager II
Truliant Federal Credit Union
08.2018 - 04.2022
Complete leadership oversight of a Financial Center with an annual revenue generation of $20M in credit lending, $10M in deposits, and 450+ new client onboarding relationships
Overcame challenging market conditions by adapting strategies, strengthening client relationships, and maintaining service excellence standards.
Assessed deposit and lending applications thoroughly to ensure compliance with lending guidelines while mitigating potential risks to the organization''s portfolio exposure adequately.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Financial Branch Manager
Fifth Third Bank
01.2014 - 07.2018
Overseeing, developing, and executing business strategies to grow the overall client portfolio, expand revenue growth, and enhance retention
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for the organization as a whole.
Branch Manager
Wells Fargo
11.2010 - 12.2013
Managed team in overall sales, lending, investments, account acquisition, and coordinating community involvement events for CRA.
Participated in local networking events to increase brand visibility within the community, generating interest from prospective clients as well as potential partners or investors.
Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.