Provide strategic planning framework

Gather relevant internal and external intelligence

Conduct strategic planning sessions

Identify deposit growth opportunities

Develop fee income pricing strategies

Establish balance sheet optimization and rate management plan

Create product, platform and talent roadmaps

Deliver employee and board education specific to cost-effective funding

Create enterprise-level marketing plans and brand positioning

Create go-to-market plans related to niche opportunities identified in strategic and T&L planning

Develop vertical, LOB and enterprise-level value propositions

Advise on websites and other digital marketing tools to support strategy

Plan and execute multi-channel internal and external messaging campaigns (sales messaging, executive communications, digital distribution, events)

Develop optimal organizational structure and role clarity

Assess and strengthen sales culture

Introduce sales processes, tools and performance metrics

Align sales and marketing

Create a treasury onboarding experience that delivers a best-in-class experience and enables client selectivity

Generate efficiencies in loan operations, deposit operations and other back office areas using process design, automation and risk-based analysis

Engineer loan origination processes with a focus on client experience as well as internal efficiencies across front line, credit and back office

Set up and run M&A integration office

Assist with core platform migrations, online banking and other product implementations