Pipeline Trigger: Navy Federal Branch Ops Battle Card

🚀 Battle Card: Navy Federal Credit Union

• John Menoni, Senior Vice President of Branch Operations · 🔗 [LinkedIn](https://www.linkedin.com/company/navy-federal-credit-union/)

• The Navy Federal Credit Union sales trigger underscores continued investment in physical network expansion and leadership to drive branch efficiency → Source

• Ensuring consistent service quality and performance metrics across 370+ global branches

• Modernizing branch workflows to integrate with digital banking platforms

• Primary: Omni-channel branch management software → streamlined operations and real-time performance tracking

• Expansion: AI-driven workforce scheduling → optimized staffing and reduced labor costs

• HQ: Vienna, VA

• Employees: ≈ 25,000

• Rev: ≈ $5 B

• Website: [navyfederal.org](https://www.navyfederal.org/)

🤼 Competitive Intel

• NCR — Branch Automation / Self-Service
• Unique edge: Industry-leading teller automation and self-service kiosks
• Evaluated by VP Ops & IT for reliability and ROI
• [ncr.com](https://www.ncr.com)

• Fiserv — Core Banking / Teller Solutions
• Unique edge: Seamless integration with core and mobile channels
• Evaluated by CIO & COO for end-to-end consistency
• [fiserv.com](https://www.fiserv.com)

• Jack Henry & Associates — Modular Branch Management
• Unique edge: Highly configurable modules for retail banking
• Evaluated by Dir. Retail Banking & Ops for flexibility
• [jackhenry.com](https://www.jackhenry.com)

• Diebold Nixdorf — ATM & Branch Technology
• Unique edge: Secure cash handling and teller systems
• Evaluated by IT & Ops for security and uptime
• [dieboldnixdorf.com](https://www.dieboldnixdorf.com)

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = John
COMPANY     = Navy Federal Credit Union
DEPT        = Branch Operations
SIZE        = ≈ 370
BOTTLENECK  = inconsistent service quality across branches
EVENT       = Announces Next SVP of Branch Operations
DETAIL      = being named next senior VP of Branch Operations
PAIN        = balancing branch expansion with consistent operational efficiency
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250929959335&div=41152219
SIM_CO      = PenFed
WIN_METRIC  = ≈ 20% faster service times
NEXT_SIZE   = ≈ 500
EMP_EST     = 25000
REV_EST     = ~$5B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 370-person Branch Operations

John—noticed your Branch Operations team is ≈ 370.

That’s when inconsistent service quality across branches slows growth.

We helped PenFed fix this with ≈ TBD.

Result: ≈ 20% faster service times.  
Quick call?

PS—next bottleneck hits ≈ 500.

DM ≤45 words, TONE:
Saw your post about being named next senior VP of Branch Operations — balancing branch expansion with consistent operational efficiency.  
≈ TBD. ≈ TBD.  
Quick chat?