Summary
Overview
Work History
Skills
Timeline
Generic

Jasmine Fitzgerald

Charlotte,NC

Summary

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.

Skills

  • Business Development
  • Strategic Planning
  • Customer Relationship Management (CRM)
  • Project Management

Timeline

Manager, Product Strategy & Development

Truliant Federal Credit Union
05.2022 - Current

Member Financial Center Manager II

Truliant Federal Credit Union
08.2018 - 04.2022

Financial Branch Manager

Fifth Third Bank
01.2014 - 07.2018

Branch Manager

Wells Fargo
11.2010 - 12.2013
Jasmine Fitzgerald