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Work Background
KasasaChief Growth Officer
Jan. 2023Austin, Texas, United States
KasasaChief Client Officer
Mar. 2022 - Jan. 2023Austin, Texas, United States2022 Panel Speaker - SalesLove Conference (SalesLoft)
2022 Panel Speaker - Financial Brand Conference
2022 Rising Rates E-Book Author
KasasaEVP, Client Success & Revenue
Nov. 2014 - Mar. 2022Austin, Texas, United StatesKasasa is a marketing technology and financial technology company laser focused on helping community banks and credit unions drive results by; attracting, engaging, and retaining consumers. We do this through products consumers love, world-class marketing, and expert consulting. I get the privilege of leading Kasasa’s Client Success Team. Advocating daily, while coordinating cross functional teams across the organization to ensure real measurable success for our amazing Community FI clients! 2015 President's Club 2015 CVO Rookie of the Year
2015-2017 Treasurer, Love Fund Committee
2016 President's Club
2017 Sales Rookie of the Year
2017 President’s Club
2018 Ranked #3 Nationally in Number of Deals Closed (Top 10%)
2018 Ranked #1 in Partnership Involvement in Deals Closed 2019 Top 4 Overall Sales
2020 SVP of the Year
2021 CEO Patch Coin
Fort Worth City Credit UnionVice President Member Services
May. 2013 - Oct. 2014Fort Worth City Credit Union is a state chartered Credit Union that primarily serves City of Fort Worth Employees and their family members. With 13,000 members at $150 million in assets Fort Worth City Credit Union is the oldest and one of the strongest Credit Unions in the Metroplex. - Hire, Coach, Train and Develop team of 13 Member Service Professionals.
- Research, Propose, and Implement new credit union products and services.
- Credit union compliance / policy writing.
- Branch planting / new branch planning and opening.
- Department goal setting, performance reviews, and sales coaching. - Member involvement - building long term relationships with potential, new, and existing members.
- City employee orientation - offsite account promoting.
-Strategic planning.
- Board proposals.
- Sales training development. - Budget analysis.
JPMorgan ChaseVice President - Branch Manager
May. 2011 - Jan. 2013Fort Worth TXJPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where they stand today: They are a leading global financial services firm with assets of $2.3 trillion, operate in more than 60 countries, have more than 240,000 employees, serve millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients. JP Morgan Chase is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. - Personally manage team of 20 banking professionals ranging from Teller level to Assistant Branch Manager. - Maintain and build relationships with high balance/high potential clients ranging from $500,000 - $16m in deposit relationships.
- Responsible for HR branch components.
- Responsible for training, developing, and coaching banking professionals.
- Peer management training within district team.
- Cross sell bank products and services to new and existing clients.
- Manage and grow branch P&L. Accomplishments: - In one year took a branch from a peer group performance level 4 to a 2 with growth of deposits of $170m.
- Highest employee satisfaction survey results out of 13 branches in my district in 2012 - 98% satisfaction rating out of 20 employees.
- Top 20% in customer satisfaction ratings in the nation for banking center management.
Denali Alaskan Federal Credit UnionBranch Manager
Mar. 2009 - May. 2011Anchorage AKDenali Alaskan Federal Credit Union is a federally chartered financial institution serving more than 58,000 Alaskans and former Alaskans. The Credit Union primarily serves the communities of Anchorage, Eagle River, Fairbanks, Juneau and Wasilla; however, our remote access services mean you’re never far away from secure account access anytime, just about anywhere. - Managed up to 25 banking professionals ranging from Teller level to Branch Sales Supervisor.
- Cross sell credit union products and services to new and existing clientele.
- Grow branch P&L by loan underwriting and solicitation.
- Responsible for HR branch components. Accomplishments: - Member of the management team that won Branch of the Year in 2010.
- Lead banking center to reach over $1,000,000 in loan production.
- Exceeded banking center loan goals by an average of 50% every month. - Buildt a lasting team of professionals who are now in banking center management.
Alaska USA Federal Credit UnionSr. Branch Services Supervisor
Dec. 2006 - Mar. 2009Anchorage AKAlaska USA Federal Credit Union is a federally chartered financial services cooperative with branch offices throughout Alaska, Western Washington, and California's High Desert region. In addition the credit union has operations centers in Anchorage, Alaska and Apple Valley, California, and a data center and mortgage operations office in Glendale, Arizona. The credit union is the largest provider of consumer financial services in Alaska, with growing membership in Washington and California. - Coach, train, mentor regional banking center employees in 16 different branch locations.
- Cross sell credit union products and services to new and exisiting clients. - Lead corporate training courses on bank operations and bank sales.
- Administer recreational trade show events to capture prospective loan clientele and build business connections. Accomplishments: - Top of my team in sales production.
- Promoted rapidly and on 5 different ocassions while with the company. 4.13.13
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