Dynamic leader with a proven track record at National City Bank, excelling in sales performance and team leadership. Expert in data analysis and relationship building, driving membership growth and retention strategies. Successfully managed teams to exceed revenue goals, fostering strong connections with clients and stakeholders through effective communication and event planning.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Vice President of Membership
National Charity League, NCL
Scottsdale
06.2023 - Current
Coordinated member recruitment initiatives to expand organizational reach.
Managed communication platforms to maintain member relationships and updates.
Oversaw membership records and ensured data accuracy in systems.
Organized events to promote networking among members and community partners.
Maintained accurate records of membership data in order to track progress towards goals.
Analyzed membership data trends in order to identify areas of improvement or potential growth opportunities.
Established strong relationships with existing members through regular communication efforts.
Created promotional materials such as brochures, flyers, emails, newsletters and website content to promote membership opportunities.
Designed, created, distributed and tracked surveys to assess the satisfaction of current members.
Branch Office Manager and Licensed Financial Consultant
National City Bank
Kalamazoo
09.2007 - 01.2009
As Branch Office Manager, I was responsible for managing the overall sales, service, and operational performance of the branch office.
Hired, trained and coached a staff of seven on sales and service activities leading to 110% of year over year performance.
As Licensed Financial Consultant, developed and maintained relationships to sell all financial products to small business and retail customers and advised on their investment portfolios.
Financial Consultant Manager
National City Bank
Kalamazoo
06.2006 - 09.2007
Managed team of 12 financial sales individuals who had results of at least $800,000.00 in revenue monthly. This was 230% above the company's targeted goals. My team had 5 individuals in the Top 100.
My individual performance of $1.6 million in revenue was over 300% of the monthly goal resulting in 15 months as the #1 sales performer for internal sales out of total 250 sales people.
Prospected, maintained deposit relationships, and consulted clients on financial planning.
Web Mortgage Banker
Quicken Loans Inc.
Livonia
07.2005 - 06.2006
Coordinated lending process from application to close with client, realtor, processing, and title contacts with results of a 97% closing rate above a target goal of 68%.
Provided complete home financial planning and income, debt and credit analysis and consulting for U.S. consumer clients.
Small Business and Corporate Collections Representative
National City Bank
Kalamazoo
09.2003 - 06.2005
Developed and maintained relationships with legal counsel, business owners, and credit counseling clients to assist with credit delinquency resolution.
Sales Associate/Merchandiser
Nordstrom
Skokie
10.2001 - 08.2003
Worked with customers, developed clientele, employed visual merchandising, and planned store sales events.
Education
Bachelor of Science - Fashion Merchandising and Marketing, English
Western Michigan University
Kalamazoo, MI
01.2004
Skills
Data analysis
Membership strategy
Event planning
Communication management
CRM software
Market research
Relationship building
Team leadership
Sales performance
Problem solving
Membership growth
Retention strategies
Volunteer management
New member prospecting
Team building
Professional demeanor
Multitasking capacity
Professionalism
Certification
Series 6-FINRA
Series 63-FINRA
Life Insurance - State of Michigan
References
Professional and personal references available upon request.
Awards
VIP awards and Champion Awards, National City Bank, 2003-2008
Bank Officer Award, 2008
Top Sales Performer of the Month and Top Sales Performer of the Quarter, Nordstrom, 2001-2003
Presidential Service Award: 2023-2025, Silver
Servants Heart Award: 2024-2025
Timeline
Vice President of Membership
National Charity League, NCL
06.2023 - Current
Branch Office Manager and Licensed Financial Consultant
National City Bank
09.2007 - 01.2009
Financial Consultant Manager
National City Bank
06.2006 - 09.2007
Web Mortgage Banker
Quicken Loans Inc.
07.2005 - 06.2006
Small Business and Corporate Collections Representative
National City Bank
09.2003 - 06.2005
Sales Associate/Merchandiser
Nordstrom
10.2001 - 08.2003
Bachelor of Science - Fashion Merchandising and Marketing, English