Mary Beth Wilcher
Erie,PA
Summary
Experienced and forward-thinking professional with a proven ability to drive success through strategic leadership and analytical thinking. Demonstrated expertise in developing and leading cross-functional teams, consistently delivering exceptional results and exceeding organizational goals for revenue growth. Committed to elevating employee engagement and optimizing the customer experience, with a performance-driven approach to every project.
Overview
29
29
years of professional experience
Work History
Professional Strategic Business Consultant
Self-Employed Consultant
04.2014 - Current
- Provide strategic planning and competitive intelligent market analysis advice to businesses and clients seeking to take their companies to the next level.
- Create Operational Objectives and Benchmarks that can be measured, are easy to understand, and hold teams accountable.
- Analyze existing strategic and operational plans, organizational charts, financial and annual reports, core values, cultural assessments, employer/employee Net Promoter Scores, and third-party vendors contracts to maximize efficiencies and capital return.
- Increased client satisfaction by identifying and addressing critical business needs through strategic analysis and planning.
- Designed and executed comprehensive risk management strategies for safeguarding organizational assets from potential threats successfully.
- Delivered comprehensive training programs to team members, fostering a culture of continuous learning and professional development.
- Developed complete business plans and operational strategies for new and existing business.
- Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
VP Marketing & Strategy Consultant
Marquis Software Solutions
11.2023 - 04.2024
- Facilitate a team of data techs, analysts, strategists, and account executives to form strategic directions for banking and credit union clients to maximize their profits and achieve strategic organizational goals.
- Retain business by cultivating and deepening the relationships with clients to gain trust and to show value to the clients.
- Drive digital transformation efforts within the organization by implementing advanced technology solutions that streamlined workflows and improved customer experience.
- Increased company revenue by 20% by implementing innovative marketing strategies and streamlining sales processes.
- Created dashboards to monitor and track key performance indicators.
Executive Director
Center for Family Business at Penn State Behrend
01.2022 - 11.2023
- Grew the Center to over $2M in funding and membership to 60 Family-Owned Businesses.
- Provide strategic planning and competitive market analysis advice to businesses seeking to grow their companies for transfer to the next generation.
- Facilitate programming events for family-owned businesses and build endowment funds to fully fund the salaries and needs of the Center.
- Recruit long-term sponsors to support events of the Center.
- Educate members on succession planning, leadership training, strategic planning, and strategies to manage family wealth.
- Manage all accounting functions, AR/AP, CRM, Purchasing, Financial Reporting, and Profitability.
- Built relationships with donors, government officials and other organizations to secure funding and support for the Center.
- Represented the Center by giving presentations, speeches and participating in community events.
- Championed diversity, equity, and inclusion efforts to create a more inclusive environment.
- Set organizational goals and objectives to guide and direct company focus and achieve mission fulfillment.
- Developed and implemented organizational strategies to achieve set goals and objectives and secured long-term success.
- Implemented innovative marketing strategies to raise brand awareness and drive revenue growth.
- Created promotional materials and provided insightful information to social media, websites and print media to educate public and increase online engagement.
- Presented regularly at conferences or industry events showcasing the accomplishments of the Center.
- Maximized donor satisfaction and retention through personalized acknowledgment and engagement strategies.
- Secured substantial funding for new projects by cultivating relationships with key donors and stakeholders.
Vice President Relationship Strategist
PNC Wealth Management
05.2017 - 01.2019
- Accountable for the overall client experience and retention of existing revenue stream.
- Managed a Wealth Management Team of professionals to deliver integrated investment retirement planning, estate planning, and investment brokerage services to wealth clients.
- Met with clients regularly to assess their needs and provide solutions to keep them on track.
- Review client’s investment strategy and the performance of their book of business.
- Increased book of business through deepening relationships, and new client acquisitions.
- Successfully managed 200+ client relationships with over $2 million in annual revenue.
Territory Sales Manager
Combined Insurance a Chubb Company
10.2016 - 05.2017
- Responsible for lead generation and delivering on annual sales goals and revenue objectives.
- Recruited, trained, and lead a sales team of agents responsible for generating new sales acquisitions and for providing exemplary service to existing clients.
- Increased sales revenue by developing and implementing strategic territory plans.
- Set ambitious yet achievable sales targets for the territory team; provided motivation through ongoing coaching and guidance towards goal attainment.
CEO & Organizational Change Leader
Erie Federal Credit Union
06.2010 - 03.2014
- Company Overview: Community Chartered $400,000,000 in assets – 50,000 members–120 employees – Corporate Campus & 7 Branches.
- Responsible for executive leadership including vision, innovation, strategy, succession planning, cultural transformation, and growth and profitability.
- Achieved all-time-high net earnings and strategically aligned the credit union for a fiscally responsible 20-year growth plan.
- Acquired 20+ strategic merger partners and created detailed business plans to integrate their data, financials, employees, and their membership into the credit union.
- Developed a Commercial Business Banking Division for cash flow management and to grant loans to businesses to increase overall market share and diversify asset portfolio.
- Met with clients and the Commercial Lending Team to review applications, mitigate risk, and provide quality loans to help clients grow their businesses.
- Worked with design and build partners to create and staff a new corporate campus facility.
- Attended conferences and training sessions to network with peers and to monitor new and emerging markets.
- Maintained an above required level of capital to satisfy governmental regulatory requirements.
- Prepared all documents for the Board of Director’s meetings and installed a by-consensus electronic approval process to streamline meetings and electronically record approvals.
- Created a formal Compo Ratio HR Structure including pay grades and career paths for all positions.
- Using EI (Emotional Intelligence), I began CEO Roundtable sessions with front-line staff to learn what we were doing right, what we could do better, and what I was able to do for them to further their career ambitions.
- Installed a Whistle-Blower program to ensure that staff had a confidential means to report wrongdoing without retaliation.
Chief Marketing & Member Experience Officer
Erie Federal Credit Union
03.1996 - 06.2010
- Responsible for all aspects of Strategic Corporate Marketing and Communications as well as Member & Employee Experience Engagement.
- Strategically positioned the credit union to achieve managed growth and profitability across all business lines including digital technology, call center solutions, and in-branch touchpoints.
- Managed a $1 million-dollar marketing budget and three direct reports to record level ROI.
- Created Strategic Marketing Plans using market and competitive intelligence research and strategy analysis to obtain and exceed all benchmark goals.
- Acted as Project manager for integrated technologies including Core System Conversions, CRM and MCIF (Data analytics) intelligence platforms, and Call Center Solutions to deliver the highest level of service to clients.
- Utilized the software integration to create profitability models for the clients and pushed that data to the front line for decision making capabilities.
- Installed the Member & Employee Net Promoter Score program and aligned the strategy to match corporate values and objectives.
- Ran multiple Focus Groups to help align the organizational objectives with what the employees and the community expected of the credit union.
- Vetted and contracted third-party vendors to secure accurate business intelligence data was being used in the Strategic Planning process.
- Created Mortgage and Indirect Auto Lending divisions to increase revenue and diversify assets by integrating realtors and over 45 auto dealerships into the network.
Education
CCUE Designation - Focus on Executive Leadership, Change Management, and Business Strategy
Wharton-University of Pennsylvania, Cornell-Johnson Business School, And University of Virginia-Darden School of Business
Philadelphia, PA07.2010
Bachelor of Science - Fashion Merchandising, Business Administration and Marketing
Mercyhurst University
Erie, PA01.1986
Skills
- Strategic Project Management
- Team Building
- Financial Analysis
- Profitability Modeling
- Operational Process Streamlining
- Strategic Planning
- Project Management
- Market Research
- Data Analysis
- Risk Mitigation Strategies
- Scenario-Based Planning
- Change Management
Professional Certifications & Accomplishments
- NMLS Registry ID: 431590
- Insurance License: Accident & Health, Life & Fixed Annuities #791057
- Credit Union Certified Executive and American Banking Courses
- Received numerous National Marketing Awards for Strategy and Brand Development
- Credit Union Direct Lending Strategic Marketing Advisory Board Member
- Certified Sales and Service Trainer
Community Service
- UPMC Hamot Health Foundation Board of Corporators 2010-2024 Fundraising Corporator
- Board Member Erie Club 2010-2020
- Gannon University Incubator Mentorship Program
- Executive Board Member—Juvenile Diabetes Research Foundation Executive Committee
- Capital Campaign Fundraiser—Erie Sight Center
- Board Member—Erie Regional Chamber of Commerce
- Board Member—Pennsylvania Credit Union Foundation Executive Fundraising Committee
- Board Member—Erie Art Museum Executive Fundraising Committee
- Board Member and Treasurer—Erie Advertising Club AAF Fundraising Committee
- Erie Community Mutt Strut for Service Dogs for Veterans Executive Fundraising Committee
- Greater Erie Habitat for Humanity Golf Outing Volunteer
- Erie Community Foundation Erie Women’s Fund Member
- Erie County Election Volunteer
Timeline
VP Marketing & Strategy Consultant
Marquis Software Solutions
11.2023 - 04.2024
Executive Director
Center for Family Business at Penn State Behrend
01.2022 - 11.2023
Vice President Relationship Strategist
PNC Wealth Management
05.2017 - 01.2019
Territory Sales Manager
Combined Insurance a Chubb Company
10.2016 - 05.2017
Professional Strategic Business Consultant
Self-Employed Consultant
04.2014 - Current
CEO & Organizational Change Leader
Erie Federal Credit Union
06.2010 - 03.2014
Chief Marketing & Member Experience Officer
Erie Federal Credit Union
03.1996 - 06.2010
CCUE Designation - Focus on Executive Leadership, Change Management, and Business Strategy
Wharton-University of Pennsylvania, Cornell-Johnson Business School, And University of Virginia-Darden School of Business
Bachelor of Science - Fashion Merchandising, Business Administration and Marketing
Mercyhurst University
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