Katlyn Stafford

Manager, Virtual Member Experience @BCU

Duluth, MN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Manager, Virtual Member Experience @BCU

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Duluth, MN, US

Responsible for achieving service center goals and making appropriate action plans to correct deficient areas needing improvement.2. Responsible for managing relationship with site management team to ensure support and positive credit union positioning. Actively and routinely communicate BCU’s value proposition to site leadership to drive influential relationships and enhance participation.3. Create and manage the branch business plan, including initiatives to achieve production goals, brand awareness and member education.4. Responsible for resolving member concerns related to credit union matters.5. Responsible for branch production, including lending (consumer and mortgage) new member on-boarding, deposit growth, and digital services adoption.6. Support BCU branch strategy by actively educating members on self-service options.7. Identify and execute promotional activities to ensure goal achievement, including support of BCU-wide marketing campaigns.8. Responsible for understanding and monitoring compliance with credit union policies and operational procedures, and associated laws and regulations.9. Oversee branch security, audit integrity and risk management.10. Provide direction and coordination for high levels of communication and teamwork with other branches and departments to support the overall goals of the credit union.

EDUCATION

2009 — 2013

University of Minnesota Duluth

Bachelor's degree, Political Science and Government and Economics

ABOUT KATLYN STAFFORD

Passionate about helping professionals take control of their finances and reach their goals.With 16+ years in financial services, I’ve learned that success isn’t just about numbers, it’s about people.Real success starts with strong relationships. Whether it’s supporting individual members or their families, I’m driven by the trust we build and the growth we achieve together.I’m currently thriving as a Manager of Virtual Member Experience, combining strategy with service to create meaningful impact. I love what I do - but I’m always open to new opportunities where I can help people or businesses grow, achieve financial confidence, and unlock new possibilities.Let’s connect and see how we can create something great together.Top 5 Clifton Strengths:Woo | Communication | Positivity | Harmony | FuturisticReach out to me at K••••••••@BCU.org PH: 84••••••03

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