Assistant Vice President Sales - Midwest Division
Resume:
Geriann E. Schultz
*******@*****.***
Middleton, WI 53562
I am energized by people! I am very motivated to help my staff and the company I represent to achieve results.
What differentiates me from other candidates? I understand people and business. I know how to blend strong sales, service and technology skills for the purpose of achieving corporate goals. I have a proven success in selling, marketing, coaching, training, mentoring and teaching; blending those techniques to bring value to the company.
PERSONAL STRENGTHS:
• Strong interpersonal skills, ability to naturally build and retain internal and external customers.
• Sales-focused; understand how to provide exceptional customer experiences while creating strong business relationships.
• Motivated to help my staff and associates achieve their personal performance objectives.
• Innovative. I develop solutions to enhance team results. Ability to customize solutions for individuals to be successful in their roles.
• Accountable to results; have developed metrics for measurement and hold staff accountable and myself to even a higher level of accountability.
• Strong technology skills, ability to combine project management methodology and departmental needs to align with corporate goals.
• Teacher, leader, mentor. Enjoy helping others find success. Cheerleader for teams!
20 + years of sales, service, marketing and technology experience within the credit union space.
PROFESSIONAL EXPERIENCE:
CREDIT UNION 24 (CU24), Tallahassee, FL 05/2008 - Present
National ATM and Debit Card network serving the credit union marketplace.
Assistant Vice President – Sales
• Responsible for selling new business in assigned territory (Midwest Region) at a level that enables CU24 to meet or exceed the corporate revenue and expense objectives.
• Build and maintain an active pipeline of qualified prospects to achieve my personal sales goals.
• Develop and implement “Needs Analysis” assessment to understand key prospect’s goals, needs and challenges and to demonstrate how CU24 can partner in achieving or overcoming them.
• Provide guidance with pricing and compliance issues.
• Implement sales strategy by utilizing CU24’s sales development tools and reporting to management.
• Provide marketplace and competitive feedback, introduce new product ideas and partner with management to enhance value proposition.
• Attend various League Conventions throughout the Midwest and GAC in Washington, DC. Purpose to talk with conference attendees to highlight our products and services, determine new leads and to talk with existing members.
• Assist in the development of new marketing and sales materials via technology tools developed with Microsoft Excel, Microsoft Word, Microsoft PowerPoint
• Use of the ACT! Sales Tool to monitor and measure sales performance within my territory.
• Work with the partners of CU24 for the training and mentoring of their field sales staff for the resale of the Credit Union 24 products and services. Develop training tools and handouts for these discussions, which would happen via face to face or webinars.
CUNA MUTUAL GROUP (CMG), Madison, WI
$14.9 billion dollar Insurance Company serving the credit union marketplace.
Sales Executive – Regional (Face to Face) 08/2004 – 05/2008
• Independently work with 52 credit unions within Wisconsin and Michigan to develop relationships for CMG with the purpose of building additional sales revenue.
• Responsible for managing a financial portfolio of over $19 million dollars in combined revenue.
• Commended for my leadership style and interpersonal skills – strong following within the state and regularly consulted by credit unions for all aspects of business development strategies due to my strong relationship techniques.
• Develop and enhance the overall relationship between each credit union and CMG.
• Independently assess needs of the organization, propose new products resulting in recommendations of insurance products and services that support the individual credit unions financial goals/needs while balancing profitability for CMG.
• Set up accountability strategies. Coach team leaders, set up follow-up meetings, re-train when necessary and devise measurement tactics to increase sales for credit union and CMG.
• Attend the Wisconsin and Michigan Annual League Conferences. Purpose to talk with conference attendees to highlight our products and services, determine new leads and to talk with existing members.
Lending Protection Manager (Face to Face) 01/2004 – 08/2004
• Primary focus was to increase the sale of loan companion insurance products (credit life/disability, GAP, Vehicle Warranty) utilizing a sales process called the “Lender Development Program.”
• Develop training plans and execute training strategies/sessions with the credit union management and front-line staff to strengthen insurance sales.
• Set up accountability strategies with management. Coach team leaders, set up follow-up meetings, re-train when necessary and devise measurement tactics to increase sales for credit union and CMG.
• Create and implement staff recognition programs to motivate staff and reward them for their successes. Excellent creativity ideas and execution.
• Proven success: Increased credit union insurance sales on average 15% per credit union.
Customer Development Manager – Sales and Marketing 12/2002 – 01/2004
• Represent senior management within the Sales and marketing Division of CMG.
• Project lead for developing a CRM (Customer Relationship Management) software sales tool for field staff and home office/department staff.
• Demonstrate, coach, and train usage of the CRM to measure and enhance relationship activities for field staff with assigned credit unions to identify opportunities for additional insurance sales
• Represented CUNA Mutual nationally working with field representative throughout the U.S. to increase their productivity and sales results. Frequently brought in by management to brainstorm on ways to gain stronger results within the field and to train field representatives to be more successful with their specific credit unions.
Sales Information and Systems Development Project Marketing 03/2000 – 12/2002
• Worked with field staff. Results achieved were problem solving, identifying gaps, presenting solutions and influencing. Responsibilities also included all phases of Project Management Methodology (i.e.: Project Description, PCA, CBA, CBE, Risk Assessment, Resource Planning and Gantt chart).
Senior Business Analyst 08/1996 – 03/2000
Claims Administration Technical Coordinator II 04/1993 – 08/1996
Corporate Property and Casualty Specialist 05/1992 – 04/1993
Customer Service Representative 07/1989 – 05/1992
EDUCATION/LICENSES AND PROFESSIONAL DEVELOPMENT:
• Full lines licensed for Accident, Health, Casualty, Life and Property; WI and MI
• Associate Degree, Computer Information Systems – Programmer/Analyst, Madison Area Technical College, 1994
• Bachelors of Science in Marketing degree at Upper Iowa University 1994
• Professional development programs and seminars that have included programs in sales and leadership, project management methodology, coaching, mentoring; train the trainer and various Company Management Programs.
REFERENCES:
1) Jim Gowan – COO @ TASC 608-***-****
2) Val Mindak – President/CEO @ Park City Credit Union 715-***-****
3) Paul Chittum – President/CEO @ Cloverbelt Credit Union 715-***-****
4) Dan Wollin – President/CEO @ P.C.M Credit Union 920-***-****
PROVEN SUCCESS:
Below are quotes that have been taken from co-workers and customers as it relates to the type of individual I am and what I would bring to your company!
“Her enthusiasm is always there when I have worked with her.”
“She plans thoroughly and executes training plans with enthusiasm, energy and a focus on her audiences’ needs, “rolling with the punches” or whatever is thrown her way.
She is flexible.”
“Her strengths are that she understands how people do their jobs or perform their roles and then tailors her hints, tips and training to maximize the benefit and value people get from using the Customer Development System.”
“She teaches and trains in such a way that people feel good about asking questions rather than being embarrassed that they might not know something – and that is the sign of a very skilled trainer!”
“I can honestly say that Geriann gives superior internal customer service.
She understands our issues, problems and concerns, and effectively leads us through to help resolve them.”
“Geriann exhibits a high level of energy, inspiring and motivating others. She seeks to solve problems or issues staying focused on the task in hand.”
“High energy and total commitment to the job. Cares about what the customer thinks and tries to please while ensuring it is a win-win for both the customer and the company. Very likeable and has built deep relationships.”
“Geriann has great energy and passion for what she does and it shows in her performance. Her enthusiasm also rubs off on others which create a great environment!”
“Geriann is a wonderful team player. I’ve seen her go out of her way to make sure the team members feel valued. She makes people feel good about the role they pay on the team and she is quick to praise others for their contributions.”
“Geriann trusts and request ideas, input and feedback from other team members. She knows that others have ideas that could be valuable to her work or the company and she willingly seeks out by asking for ideas or questions from others. She then takes the time to listen and process the information. She will ask questions to clarify as needed and following through on ideas and feedback.”
“Geriann is a positive co-worker. I appreciate her enthusiasm, her ability to think the best of fellow co-workers, and her willingness to jump in and try new things and her willingness to help her co-workers. Life is never dull with Geriann around and her enthusiasm is contagious.
I enjoy working with Geriann tremendously! She is a wonderful asset to our team and the company!”
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