Client Facing Frontline Materials
Retail Quarterly Offers
Retail Quarterly Offers is a quarterly update we provide for our Print on Demand assets and website in collaboration with our Sales Enablement team. I work cross-functionally with our Sales Enablement team and third-party partners, such as Elan, LifeLock, and PerkSpot, to highlight current retail offers on a quarterly basis, with the goal of cross-selling different products to our customers.
CD and HYMMIA
This Print on Demand asset highlights our CD and HYMMIA offers, with the featured offers selected by our Director of Retail Banking. Other initiatives we use to market these offers include the POD, web banking ads, mobile app ads, social media, email, webpages, and more. When CD rates change, we must update all marketing assets prior to the rate change taking effect—sometimes with as little as two days’ notice. This requires the ability to shift priorities, manage time effectively, communicate clearly across teams, and meet fast-paced deadlines.