- Bio
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I've been part of the Sunshine Coast Credit Union team since 2014. In my current role, I work to align our organization around its core strategies, from the CEO to the newest employee. I also look for opportunities that help us love where we work, and help our members love banking with us.
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Recent projects
Optimize Retail Layout
We would like to re-scope our retail locations. In light of COVID-19 and consumers using digital banking tools over in-branch services, bank branches require far less space for client interactions. We believe that changing the layout of our retail locations could lead to more productivity and better interactions with clients. We would like Engineering students to develop a system, which utilizes statistical analysis and optimization techniques to generate the safest and most profitable layouts for our branches. We believe this project scope will include: Tracking current customer movement and purchase patterns. Identifying areas that could be altered for more ideal outcomes. Creating a program based on your gathered data, which will generate ideal layouts.
New Employee Training Development
Our company has complex and detailed training requirements due to the sensitive and highly technical nature of financial services. Manually executing onboarding tasks with each new employee is an inefficient use of resources. We need an online program that will introduce employees to their new roles, take employees through all start-up resources, and provide our HR personnel with standardized feedback and data about employee progress. This project should focus on: Gathering relevant course design and content information from interviews with key stakeholders. Onboarding plans for individuals in the branch delivery system Ensuring new employees complete specific onboarding tasks and the ability to track progress Reducing new employee’s adjustment period. Research and recommendation of potential Learning Management Systems. Automation of our onboarding process and reduction of redundancies Virtual onboarding Role of the mentor in virtual onboarding
Market Validation Study
We are looking to gain a better understanding of out target market to ensure we are positioning ourselves in the right segment, offering effective benefits, and creating the best marketing messages. To accomplish this, you could focus on providing: A complete analysis of our current offerings, our target market, and the positioning of our brand. Conducting empirical interviews and/or questionnaires for feedback on our brand, product, service, etc. Executing further market research to develop a comprehensive report of our target market. We will provide you with access to organizational assets that support the project, including personnel, marketing strategies, marketing and sales collateral, etc. We hope to gain a comprehensive understanding of our target market and how we can better satisfy their needs. We would like recommendations on how to improve our positioning, brand, and products to better suit the market.
Design a Loyalty Program
Sunshine Coast Credit Union would like to partner with or create a loyalty program that reflects its three strategic pillars (Member Centricity, Financial Wellness, and Social Impact) and creates added value for credit union members. SCCU wants to understand what currently exists in the market, which existing programs might align to our strategy, and which emerging or new features might bring value. Successful Project Submissions will: Assess existing loyalty programs and determine reasons for success; Present best practices for loyalty programs where the goal is to increase primary & exclusive members; Recommend options for SCCU (either existing or to customize); Scope the financial impact (Investment & Return on Investment) of the recommended options; Additional Criteria: Suggestions must be automated - manual programs will not be accepted. Suggestions must connect to SCCU's strategic goals of Financial Wellness and Social Impact. Suggestions cannot be tied into SCCU's credit card - suggestions must take this into account. Students may be authorized to contact existing members to gain feedback.