Vicki Spoor
Credit Union Champion- Addressing Credit Union Challenges with Passion, and Creative Solutions
- Role
- Account Executive at TruStage
- Location
- Olympia, WA, US
- LinkedIn followers
- 500 followers
About Vicki Spoor
My expertise is within the Credit Union and Insurance markets. I have spent the majority…
Experience
Account Executive
Jun 2005 — Present · WA, US
I have the incredible privilege of working with small to medium-sized credit unions across Alaska, Oregon, Washington, Colorado, Wyoming, California, and Nevada. My role encompasses strategic consulting, recommending, and successfully implementing strategic planning initiatives that align with their business and financial objectives. I am dedicated to fostering strong, trusting relationships with those I serve.With 18 years of experience in the banking and credit union industries, I bring a unique perspective to my consulting work. I assess credit union needs and present recommendations to senior management in areas such as bonds, lending, technology, and member insurance products.I am responsible for managing and continually enhancing the overall business relationship with assigned credit unions. Additionally, I focus on developing and expanding relationships with credit union executives and key decision-makers.
Education
Oregon State University
Communications
1979
Skills
- Marketing
- Credit
- Sales Operations
- Customer Retention
- Customer Service
- Insurance
- Account Management
- Salesforce.com
- Direct Sales
- Strategic Planning
- Credit Unions
- Business Process Improvement
- Underwriting
- Sales Management
- Selling
- Loans
- Mortgage Lending
- Strategy
- Team Leadership
- Training
- Customer Satisfaction
- General Insurance
- New Business Development
- Financial Services
- Coaching
- Health Insurance
- Program Management
- Risk Management
- Employee Benefits
- Process Improvement
- Relationship Management
- Budgets
- Life Insurance
- Finance
- Sales Process
- Community Outreach
- Mentoring
- Consumer Lending
- Cross Functional Team Building
- Business Development
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