Senior Sales and Marketing Leader With Expertise in Propelling Growth in Traditional and Digital Banks
I've been a high performing associate at a number of financial institutions where growing the bank and providing an excellent client experience were rewarded. I'm adept at driving sales, revenue and market share to new heights by building engaged, high performing teams that consistently exceed expectations.
I have more than 20 years of experience in change management and turning around underperforming businesses, by utlizing my expertise in leadership, coaching and sales culture transformation.
Please contact me to discuss how I can help your organization.
Banking Insights
Sales process Transformation
Banks have been trying to move from "Service" to "Sales" for 20 years now. Some have done it successfully others have started, stopped and restarted their efforts over and over again. Why have some succeeded yet others have failed? When it comes right down to it, it's actually formulaic, but it requires tenacity to imbed it in your culture. I've had great success in making this transformation.
Mortgage
So often banks and mortgage companies adopt only one channel to drive new mortgage volume. This potentially limits new mortgage origination as consumers adopt to changing processes for refinance and purchase business. Balancing which channels you distribute through is key.
retail bank branches
It wasn't too long ago that banks were just beginning to put into place processes to migrate clients to other channels. "How can we reduce expense (teller transactions) in the branches?" we asked. Between migration programs and new technology we've reduce transactions in the branches along with the number of clients coming into the branches. This goes under "be careful what you ask for.... you may just get it".
“If you are not taking care of your customer, your competitor will.”