Cynthia Romo
Ventura,CA
Summary
Dynamic and results-driven professional with over 7 years of experience in the financial industry. Proven track record of fostering partnerships and driving strategic initiatives. Skilled in marketing, community engagement, website development, and process mapping. Adept at leveraging these skills to optimize business operations and achieve organizational goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Community Outreach Specialist
First Entertainment Credit Union
09.2023 - Current
- Identified and onboarded new vendors to meet departmental needs, collaborating with the VP of Marketing to establish foundational KPI tracking for business development.
- Collected and delivered project information to relevant team members in a timely manner, ensuring alignment with project KPIs.
- Supported team members with website updates, email distributions, social media posts, copy editing, and image updates, contributing to the timely completion of projects.
- Developed and managed project timelines, ensuring alignment with broader schedules, including editorial and team calendars
- Coordinated training to streamline project tracking and improve team collaboration.
Marketing & Business Development Coordinator
County Schools Federal Credit Union
01.2022 - 08.2023
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs by 20%.
- Prepare detailed campaign reports and digital marketing strategies, communicating key findings to senior management.
Community Outreach Officer
Ventura County Credit Union
09.2018 - 02.2021
- Led targeted outreach efforts to identify and engage potential clients, resulting in a 25% increase in qualified leads and contributing to business growth.
- Cultivated and nurtured relationships with key decision-makers, driving strategic partnerships and expanding the company’s network within industry verticals.
- Conducted market research and competitor analysis to inform outreach strategies, optimizing messaging and approach to align with client needs and industry trends.
Personal Banker
Wells Fargo & Company
06.2016 - 01.2017
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
Course - System Development Life Cycle (SDLC)
University of Minnesota (Online)
08.2024
Bachelor’s Degree - Business Administration
California State University Channel Islands
12.2022
Skills
- Lead Generation & Prospecting
- Client Relationship Management (CRM)
- Market Research & Competitive Analysis
- Digital Marketing (SEO, SEM, Social Media)
- Campaign Planning & Execution
- Content Strategy & Development
- Data Analytics & Performance Tracking
- Project Management (SmartSheets, Asana, etc)
- Stakeholder Engagement & Communication
Certification
- Google Certification for Foundations of Digital Marketing and E-commerce
- CUNA Certified Financial Counselor
Affiliations
- Moorpark Chamber of Commerce, Former Board Member
- The Foundation of VCCU, Former Advisory Board Member
Languages
Spanish
Timeline
Community Outreach Specialist
First Entertainment Credit Union
09.2023 - Current
Marketing & Business Development Coordinator
County Schools Federal Credit Union
01.2022 - 08.2023
Community Outreach Officer
Ventura County Credit Union
09.2018 - 02.2021
Personal Banker
Wells Fargo & Company
06.2016 - 01.2017
Bachelor’s Degree - Business Administration
California State University Channel Islands
- Google Certification for Foundations of Digital Marketing and E-commerce
- CUNA Certified Financial Counselor
Course - System Development Life Cycle (SDLC)
University of Minnesota (Online)
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