Elizabeth Lewis
SF Bay Area, CA
*****.************@*****.***
www.linkedin.com/in/elizabeth-lewis138/
Enthusiastic and resourceful team player with 20+ years of progressive experience including marketing, project management and executive support. Extremely focused on collaboration, communication, organization, exceeding goals, and working under pressure while being the consummate professional. EXECUTIVE SUMMARY
• Analytical, with strong organization and problem-solving skills with attention to detail.
• Demonstrated initiative, time management, prioritization and trustworthiness.
• Professional demeanor, effective under pressure, good sense of humor.
• Continuously uncover opportunities for enhanced productivity, cost reduction and partnership. PROFESSIONAL EXPERIENCE
Community Bank of the Bay, Oakland, CA
Marketing Manager September 2022 – Present
• I report to and support the SVP, Director of Marketing.
• Collaborate to strategize, develop, design and schedule regular marketing campaigns.
• Develop marketing content and communications for a wide variety of marketing channels.
• Execute and manage marketing projects including marketing, advertising, social media, and our website.
• Manage the internal CRM database and develop marketing automated emails based on client customer journeys, bank offerings, and other content, and supporting and training staff on usage and developing best practice guidance on utilization.
• Build and maintain strong relationships with new and existing clients, understanding their needs, preferences, and challenges.
• Plan, execute, and evaluate all bank sponsored community programs, as well as manage the budget, resources, and logistics involved.
• Attend and execute client events and visibility partnerships, including RMs and Chamber of Commerce, and many local nonprofits.
Poppy Bank, Santa Rosa CA
Marketing Strategist February 2021 – July 20222
• Responsible for the planning, development, implementation and coordination of all Bank marketing strategies for a $4B bank, including branding; website; marketing collateral materials; advertising; corporate giving and sponsorships; social media; public relations; in-branch signage and digital display.
• Product specific promotional campaigns and collateral for Checking, Savings, Money Market, CD
• Commercial collateral and campaigns for growing CPACE division.
• Digital presence for growing Treasury Management division.
• Special events and partnerships, including local Chamber of Commerce and non-profit partners.
• Work closely with compliance team to ensure materials, displays, and system processes are compliant and meet regulatory expectations in addition to brand standards and guidelines. Mechanics Bank, Walnut Creek, CA July 2013 – August 2022 Marketing Strategist January 2018 – August 2022
• I reported to and supported the SVP, Director of Marketing.
• Develop, manage and execute marketing plans that align with the Bank’s strategic goals, initiatives, brand strategy - including internal communications, website, collateral, and event planning.
• Build relationships with business unit partners, stakeholders and cross functional subject matter experts through brainstorming and planning sessions to produce strategic marketing initiatives.
• Corporate sponsorship – act as main point of contact for events with corporate partners (Oakland A’s, Saint Mary’s College, Chapman University, Cal Poly). Responsible for providing media assets, receiving/distributing sponsor benefits.
• Execute multi-channel communications, direct mail, email, and social media campaigns.
• Conference manager – establish and maintain relationships with third party/conference sponsorships, publications and other vendors: planning logistics, speaker preparations, and promotional items with non-profit partners
• Direct internal creative partners on projects, timelines, and deliverables. Redeveloped the internal website to improve user experience and integrate internal partners’ requests for improvements.
• Prepare, update and distribute marketing collateral: powerpoint presentations, flyers, ads, surveys, giveaways.
• Develop and implement new and improved processes and workflows.
• Experienced in acquisition, merger, and integration of bank marketing, people and processes. Marketing Coordinator April 2016 – January 2018
• Merchandising - develop project plans for merchandising 40 bank branches, throughout California, visiting all locations, working with designers and vendors to produce and install signage and sales merchandising visuals.
• Develop digital display channel and signage for 5 branches.
• Event planning – annual branch mixers and non-profit sponsorships.
• Social media – responsible for Business pages of Facebook, Twitter and LinkedIn accounts, content creation, customer engagement, editorial calendar, tracking and reporting complaints.
• Compliance – work closely with compliance team to ensure materials, displays, and system processes are compliant and meet regulatory expectations in addition to brand standards and guidelines.
• Responsible for corporate and community sponsorships and athletic partnerships.
• Community relations – special events and social media.
• Collaborate with other functional areas within the bank and externally with vendors.
• Ability to balance multiple projects and competing priorities in a calm and timely manner.
• Strong ability to coordinate and direct projects to completion. Executive Assistant to CIO July 2013 – April 2016
• I reported to and supported the EVP, Chief Information Officer.
• Developed budget reports, forecasts, and streamlined invoice process.
• Managed all vendor invoices, and departmental IT expenditure requests.
• Coordinated orders with vendors for annual software renewals, negotiating lowest price.
• Managed all employee mobile devices and iPhones and software licensing.
• Prepared routine and non-routine departmental reports, often of a confidential nature.
• Managed special projects as directed by CIO and supported other projects for PMO.
• Excellent organization and communication skills. EDUCATION/CERTIFICATION
• Columbia University, New York, NY Bachelor of Arts - Political Science
• PMI, Project Management Institute, Certified Associate Project Manager, CAPM WORK TOOLS
• MS Office Suite
• Google Suite
• Core IQ CRM database, marketing automation
• Wrike project management
• Adobe InDesign, CanvaPro
• Slack, Jabber, Cisco Webex Teams, Zoom
• Concur, UltiPro, Workday, Paylocity