Lynn Carr
Boone,IA
Summary
Dynamic leader with over twenty years of experience in financial services, focused on driving operational growth. Expertise in all facets of financial organizations, complemented by strong coaching and mentoring skills. Proven ability to lead teams in achieving and surpassing strategic objectives. Committed to fostering collaboration and contributing to organizational success.
Overview
25
25
years of professional experience
Work History
Senior Client Executive
SHAZAM, Inc
Des Moines, IA
08.2020 - Current
- Consistently met or exceeded annual sales and retention goals for five consecutive years.
- Manage territory growth through strategic outreach and relationship building with executives.
- Cultivate strong relationships with C-suite executives at credit unions to enhance collaboration.
- Provide strategic guidance on EFT network solutions and industry trends to financial executives.
- Develop comprehensive client plans including SWOT analyses and engagement strategies for retention.
- Deliver in-person and virtual presentations highlighting product benefits and actionable data insights.
- Coordinate pricing proposals and competitive analyses while negotiating contract renewals with internal teams.
- Mentor and train newer team members, facilitating onboarding and skill enhancement.
Vice President of Member Service
Greater Iowa Credit Union
Ames, Iowa
05.2006 - 10.2019
- Directed operations across eight retail branches and a call center to achieve organizational goals.
- Developed and implemented policies and procedures that enhanced member service standards.
- Trained and mentored teams, providing performance reviews and ongoing coaching for improvement.
- Participated in strategic planning as a senior leadership team member to set direction.
- Conducted market research on trends, recommending programs that increased member engagement and satisfaction.
- Directed branch operations and security, ensuring compliance and safety measures were consistently upheld.
- Utilized lending authority to drive loan growth within the organization.
- Contributed to core operating system conversion team, facilitating successful implementation.
Financial Services Representative
Greater Iowa Credit Union
Ames, Iowa
08.2001 - 05.2006
- Evaluated credit risk and lending potential by analyzing applicants' financial positions.
- Assessed consumer lending and financial service needs through member interviews.
- Built strong member relationships, enhancing business development via cross-selling and upselling.
- Consistently exceeded goals for loans, products, and services offered.
Education
Bachelor of Arts - Business
William Penn University
OskaloosaAssociate of Arts -
Black Hawk Community College
MolineIBA Consumer Credit School
Ames, IASkills
- Strategic planning
- EFT network solutions
- Contract negotiation
- Client management
- Comprehensive planning
- Market research
- Coaching and mentoring
- Staff development
Timeline
Senior Client Executive
SHAZAM, Inc
08.2020 - Current
Vice President of Member Service
Greater Iowa Credit Union
05.2006 - 10.2019
Financial Services Representative
Greater Iowa Credit Union
08.2001 - 05.2006
Bachelor of Arts - Business
William Penn University
Associate of Arts -
Black Hawk Community College
IBA Consumer Credit School