Accomplished Branch Operations Manager with a demonstrated track record of success in bank leadership positions. Well-versed in BSA, OFAC, Patriot Act and other governing standards, as well as industry best practices and methods to optimize operations for long-term business success. Highly effective leader, planner and problem-solver.
Overview
22
22
years of professional experience
Work History
Branch Manager
Aventa Credit Union
02.2023 - Current
Maintain friendly and professional member interactions.
Assess employee performance and develop improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engage employees in business processes with positive motivational techniques.
Create strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Comply with regulatory guidelines and requirements.
Interview and hire talented individuals with top-level strengths, improving organizational talent, and skill set.
Consult members to boost product sales and services.
Enhance branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Resolve various issues impacting sales management and business operations.
Engage employees in business processes with positive motivational techniques.
Branch Manager Vice President Operations
Herring Bank
09.2021 - 09.2022
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Identified opportunities to improve business process flows and productivity.
Collaborated with senior management to develop strategic initiatives and long term goals.
Evaluated product development strategies and prepared alternative approaches to goal achievement.
Mitigated regulatory risks by overseeing adherence to insurance and safety regulations.
Complied with established internal controls and policies.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Branch Manager
Academy Bank
01.2021 - 09.2021
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.
Complied with regulatory guidelines and requirements.
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.
Branch Manager
US BANK
10.2017 - 01.2021
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.
Complied with regulatory guidelines and requirements.
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.
Corrections Officer
Colorado Department Of Corrections
10.2016 - 10.2017
Effectively interacted with staff, offenders, visitors and public to maintain security within facility.
Supervised inmates during all activities and transfers to monitor compliance and implement corrective actions.
Conducted pat downs and strip searches of inmates and visitors to prevent contraband from entering facility.
Monitored radio transmissions between staff to respond immediately to directions and emergencies.
Routinely counted inmates and in response to potential security breaches.
Inspected condition of locks, window bars, doors and gates to prevent prisoner escapes.
Documented prisoner identification, charges and inmate disturbance incidents.
Maintained safety and security of staff and public by applying defensive techniques and physical restraints.
Reduced escape attempts, crimes and other hazardous activity through close observation and situational awareness.
Enforced regulatory compliance while managing visual inspections, work crew accountability, illegal substance checks, alcohol sensor testing and gate-locking procedures.
Oversaw and maintained custody of [Number] inmates in maximum security.
Streamlined operational efficiencies by effectively maintaining daily shift activity logs.
Strengthened emergency response protocols by conducting emergency scenarios and quarterly security drills and assessing results.
Bank Manager IV
Wells Fargo
05.2002 - 10.2016
Identified partnership opportunities and established favorable business connections.
Maintained scheduling for main branch to keep shifts appropriately staffed.
Assessed employee performance and developed improvement plans.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Examined customer loan applications for loan approvals and denials.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Forecasted trends and recommended improvements based on financial risk analyses.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Complied with established internal controls and policies.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Designed and maintained financial models to identify and measure risks.
Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union