ROBERT T. JAMES

• Leads Partnerships for Emerging services - The innovation arm of the CUSO investing in, commercializing, and tailoring FinTech Partners solutions to Products for 3,500 CUs - Digital Onboarding / Engagement, Faster payments (RTP/FedNow), AI / RPA / BPO
• Devised effective tactical plans in support of the company's long-term goals for emerging services products and sales efforts with the CUSO.
• Drove member CU development and growth of innovative services through collaboration with teams including product, marketing, and client development
• Consults with clients to develop, implement, and manage best in breed and profitable credit / debit card portfolios
• Devised client-focused business transformation plans leveraging BPO, RPA, and AI advancements to optimize efficiency and deliver value.
• Collaborative leadership approach / Leading and coaching high-performing teams
• Regularly attends CU / FinTech Industry Conferences for Industry Engagement and Development Relationships within the CU movement

Achievements

• 2024 - Achieved 2024 FYE Sales Quota in Q1 2024 - 142%
• 2024 - Awarded 'Rookie of the Year' for the Organization
• 2023 - Achieved $4MM ACV - 22 Solutions - 333% of Quota

• Enterprise leader for clients for pan Fiserv solutions - Responsible for portfolio of $30MM ARR
• Developed / Forecasted Sales pipeline - Closed sales opportunities to exceed quotas
• Mentored, developed and coached new RMs on the team
• Client's Trusted Technology Partner - Goal to understand clients' business challenges, strategic objectives, and critical success factors to identify / sell value added solutions
• Project management escalation - ensures solutions implemented align with client expectations
• Sales Presentations / Proposals - Develops and presents value driven proposals with ROI
• Owned Sales Opportunities throughout the SalesCycle - Presented and developed proposals
• Managed RFPs / Negotiated Contracts - Partnered with clients / consultants in engagements
• 2022 - Pinnacle Award Winner / President's Club - Top 5% of Global Sales Team
• 2021 - Achieved 208% Sales Attainment for 2021 - $3.5MM New ACV Revenue
• Top in U.S
• For Account Processing Sales - Q1 2021
• Client Retention - Secured 10 Competitive RFPs with Long-term contracts
• Attended 2 National Credit Union Management Conferences
• 2020 - Exceeded Cross Sale Quota by 143% and 100% Client Retention
• Top Performer with Digital Transformation Sales
• Digital / Mobile Banking, Zelle, and Bill Pay - 10 New SaaS clients
• Secured 4 long-term early renewals - 6 yr, (2) - 7 yr, and 11 yrs

• Company Overview: PSCUs / Co-op Solutions
• Actively engaged with CU member-owners to increase engagement, revenue, and NPS loyalty
• Strategic Business Reviews - Formal Annual / Quarterly review with members-owners
• Sales Account Planning and maintained Salesforce CRM
• Responded to RFPs and partnered with consultants, negotiated contracts, worked to renew member-owners and clients
• PSCUs / Co-op Solutions
• 2019 - Selected to participate in National CU Foundation Leadership Workshop
• 2019 - Sold First Lumin Digital / Cards / Bill Pay Sale with De Novo Digital Solution
• 2019 - Secured three - 7-year long-term partnerships
• Active Leader and founding member of ERG - Employee resource group - PSCUnity

• Managed $25MM ARR for FIS's - Key Payments Clients (FIs $5B+ in Assets)
• Quarterly Strategic Business Reviews - Led meetings with C-level stakeholders
• Strategic Consulting - Partnered with clients to determine present and future needs
• Visa Executive Partnership - Developed and implemented joint payments strategies with client's dedicated Visa Executive
• 2017- Cards Consulting- Designed Loyalty Promo- Resulted in 30% uplift in Credit Spend
• 2017 - 'Excellence in Client Service Award' for Client Loyalty Index Improvement

• Managed a $76MM Branch- Led and coached operations and business development teams
• Created / Implemented strategic marketing campaigns and client outreach
• Held weekly team meeting, Created Sales Contests, and Employee wellness programs
• Networked and prospected in the market - Active member of Chambers of Commerce, BNI and Young Professionals
• SBA / Business Lending - Analyzed business cash flows / financials; pre-underwrote loans
• Created processes and procedures to improve quality assurance and client service
• 2016 - Branch Management and Business development - Increased deposits by 10% - $7MM
• 2015 - Quality Assurance - Improved operations - increase QA Score from 65% in 2014 to 98%
• 2015 - Client Loyalty - Coached team and implemented strategy to successfully increase NPS