Heather Landstrom
Business Relationship Manager @Guardians Credit Union
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WORK HISTORY
Business Relationship Manager @Guardians Credit Union
West Palm Beach, FL, US
Developed and spearheaded all business/commercial services for the credit union, overseeing business lending, business accounts, and associated account maintenance, along with business development functions.Ensured compliance with BSA – OFAC – AML – CTR laws, rules, and regulations by attaining and maintaining a high level of knowledge, completing required forms accurately and promptly, and following all necessary steps outlined in laws, rules, and regulations.Managed a portfolio of business clients, building relationships and providing financial advice to enhance the business service experience and manage risk effectively.Organized and facilitated the credit union’s business/commercial lending functions, including coordination and communication with business lending partners.Coordinated and conducted presentations on business/commercial services during visits to businesses, collaborating with the Business Development Manager for support.Demonstrated proficiency in opening various types of business accounts, analyzing business member needs, cross-selling, and ordering appropriate products and services.Organized and executed growth and penetration tactics for the business/commercial segment of the credit union\'s membership.Completed and tracked follow-up summary reports from all onsite visits to businesses, ensuring effective communication and relationship management.
ABOUT HEATHER LANDSTROM
I\'m on a mission to demystify personal finance— Especially for women, Gen Z, and marginalized communities. As a speaker, I share my story of breaking out of the paycheck-to-paycheck cycle using real-life examples, hard truths, and humor. As a financial counselor, my goal is to help you control your money— So your money doesn’t control you. With more than twenty years of experience in nonprofits, government affairs and community development finance, plus a proven track record of building partnerships and coalitions between nonprofits, business and government, I am a powerful advocate for financial inclusion and the credit union movement.
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