Blake Terry

Experience

• 

  America First Credit Union

  Sept 2007 - Aug 2018

  Responsible for managing, directing, and coordinating Deposit Products Area operations, including certificates, IRA reporting and services, HSA reporting and services, NCUA Share Insurance, deposit regulations, and dividend validations. Develops new products regarding certificate accounts and deposit accounts. Assists in developing and modifying policies and procedures which enhance service delivery and ensure that operations are completed in accordance with established standards and legal requirements. Supervises, schedules, assists, trains, and appraises personnel. Show less

  • Premier Account Services Administrator

    Jan 2017 - Aug 2018

  • Deposit Products

    Mar 2012 - Aug 2018

  • HSA Coordinator

    Sept 2007 - Mar 2012
• 

  Mountain America Credit Union

  Aug 2018 - Jan 2020

  AVP Deposit Products

  Brought in as a deposit subject matter expert. Responsible for all deposit products, deceased accounts, trust accounts, and new account opening process.Partnered with various business units and treasury management team to identify deposit growth opportunities and execute strategies.Conducted process and product reviews to review effectiveness and implemented changes. Created multiple new deposit products and new procedures to streamline deposit account opening and funding.Managed selected third-party partnerships.Reviewed current products and procedures and adjusted them accordingly for Compliance reasons. Show less

• 

  Edward Jones

  Jan 2020 - Oct 2021

  Edward Jones Associate
• 

  UFirst Credit Union

  Nov 2021 - now

  Deposit Products