Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Highly detail-oriented and professional, successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
9
9
years of professional experience
Work History
Branch Manager
Mid Oregon Federal Credit Union
10.2014 - 02.2020
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Consulted customers to boost product sales and services.
Resolved various issues impacting sales management and business operations.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Generated financial and operational reports to assist management with business strategy.
Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Examined customer loan applications for loan approvals and denials.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
Account Representative
Mid Oregon Federal Credit Union
10.2013 - 10.2015
Collaborated with other departments to address customer needs and service requests.
Analyzed accounts for delinquencies and other ongoing issues.
Processed client payments and updated accounts.
Supported customer satisfaction through regular follow-up and communication.
Implemented customized account plans to meet individual client needs.
Kept detailed records of customer interactions for optimal traceability.
Teller
Mid Oregon Federal Credit Union
10.2010 - 10.2013
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Member Service Representative (MSR) at Mid-Hudson Valley Federal Credit UnionMember Service Representative (MSR) at Mid-Hudson Valley Federal Credit Union