Shawn M. Caulfield

• Developed strategic partnerships with colleges, universities and other education affinity groups
• Identified mutually beneficial opportunities to collaborate with partners in order to create win-win scenarios
• Managed relationships with senior level partners and stakeholders, both internally and externally
• Worked with internal and external business partners and led cross-functional teams to develop innovative business and marketing plans
• Directed membership acquisition efforts using industry-specific tools to increase sales and overall company growth
• Established performance targets for business unit and management team that aligned with corporate direction and targets
• Utilized data analytics, industry trends, competitive analysis and member feedback to implement strategies to grow, deepen, and retain relationships
• Managed departmental budgetary and operational efficiencies
• Increased business units' number of strategic partnerships by more than 110%
• Lead creation a new digital first marketing strategy for student membership acquisition
• Created business units contract structure strategy that aligned all contract standards and made them significantly more performance based
• Worked in cross-functional team to develop a specialized product and service set for business units target audience

Senior Branch Manager

Branch Manager

Assistant Branch Manager

Select Banker

• Developed and managed relationships with commercial clients, centers of influence and prospects
• Utilized lead management and referrals to meet business owners or decision makers of businesses to create new client relationships
• Generated revenue through various commercial products and services including lending, deposit acquisition, fee based services and pricing
• Oversaw all sales, operations, talent development and profitability functions for multiple branches in Harrisburg
• Led team of retail banking professionals in achieving and exceeding sales and operational goals
• Collaborated with various departments on client development, specialty sales and promotional marketing

Financial Sales Consultant

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
• Cultivated and strengthened relationships with new clients and educated clients on account services, lending and deposit products
• Achieved and exceeded individual contributor sales goals