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Jennifer Becker, MBA

Jennifer Becker, MBA

VP Retirement Planning

FAIRWINDS Credit Union

Orlando, Florida Area

Performance driven professional, customer-oriented and a quality-minded motivator with excellent planning and communication skills. Deep knowledge of strategic plans and has proven experience in innovation, creativity and the ability to make critical business decisions through business expertise.

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FAIRWINDS Credit Union

VP Retirement Planning

Primary responsibility is business development & revenue growth this includes:
-Develop and implement business plans that drive growth, profitability and market share in line with management expectations for the Wealth Management program.
-Engage, refer and collaborate with brokerage partner, Investment professionals and other business units to provide members with comprehensive financial advice.
-Collaborate with marketing, individual advisors and Regional VPs to identify and implement opportunities to reach members within geographic regions or targeted industry sectors: Education, Healthcare,Technology and Tourism.
-Develop a branch wealth platform which includes licensing branch crew, developing basic & advanced Wealth training programs as well as a coaching system that provides continuous feedback on referral quality.
-Construct referral incentive programs, contests and campaigns ensuring branch crew achieve referral goals.
- Prepare a multi-year strategic plan ensuring continued growth, profitability and collaboration with other ​business units to ensure a comprehensive approach to building lifetime member relationships.​
- Responsible for recruiting, evaluating, training and motivating a team of financial investment advisors and sales assistants as well as educating and motivating FAIRWINDS crew members to refer wealth and private banking services to members.

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FAIRWINDS Credit Union

AVP Private Banking

Career medium 04
Career

BRYN MAWR SOUTH HOA BOARD OF DIRECTORS

Treasurer

Primary responsibilities include dues collection, budgeting and forecasting. Collaboration with other board members which include but not limited to voting on neighborhood projects, insurance and security.

Career medium 06
Career