Summary
Overview
Work History
Education
Skills
Timeline
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Anissa Romero

Chandler,AZ

Summary

Financial services professional with significant experience at Desert Financial Credit Union, specializing in member relations and team development. Proven track record of improving member satisfaction and meeting sales targets while managing high-performing teams. Skilled in fostering a collaborative work environment and enhancing leadership capabilities through participation in the Emerging Leaders Cohort.

Overview

6
6
years of professional experience

Work History

Assistant Branch Manager

Desert Financial Credit Union
Apache Junction, Arizona
10.2025 - Current
  • Assists in managing daily branch operations and member service standards.
  • Supports the Branch Manager in strategic planning and execution of goals.
  • Recruit Experience Specialists by collaborating with HR and conducting interviews.
  • Conduct audits (cash counts, instant issue, and monthly/quarterly branch self-audits.)
  • Focus on Experience Specialists development with member experience, solution points, and IPS.

SR Relationship Specialist

Desert Financial Credit Union
Chandler, AZ
06.2024 - 09.2025
  • Cultivate long-term relationships with members, providing personalized financial solutions and improving member satisfaction
  • Trained new employees on proper procedures when dealing with members' accounts and transactions.
  • Assisted with audits (retention, instant issue, and cash counts etc..)
  • Exceed sales revenue, member onboarding, and IPS goals

Experience Specialist

Desert Financial Credit Union
San Tan Valley, AZ
05.2023 - 06.2024
  • Processed member deposits and withdrawals accurately, balancing cash drawer daily.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Assisted customers with basic technical issues related to digital banking platforms.
  • Identified and reported suspicious behavior to security personnel as appropriate.

Production Manager

Inkpulsive Printing
Mesa, AZ
05.2021 - 04.2023
  • Managed day-to-day operations, including production scheduling, staff management, and order fulfillment
  • Led inventory management and cost-effective purchasing, ensuring accurate record-keeping
  • Handled customer service and sales, providing product recommendations and resolving issues promptly
  • Managed financial transactions, including invoicing, payments, and order tracking

Shop Manager

GL Print
Phoenix, AZ
01.2020 - 03.2021
  • Directed a team, setting goals, providing training, and maintaining high standards of customer service
  • Oversaw inventory control, product ordering, and sales to ensure timely fulfillment and customer satisfaction
  • Managed store operations, including opening and closing, customer calls, and shipment handling outside business hours
  • Utilized Adobe Photoshop to design and edit marketing materials, boosting customer engagement

Education

High School Diploma -

Mesa High School
Mesa, AZ
05-2019

Skills

  • Financial services expertise
  • Leadership and team management
  • Product knowledge
  • Auditing skills
  • Relationship building
  • Performance metrics
  • Team development

Timeline

Assistant Branch Manager

Desert Financial Credit Union
10.2025 - Current

SR Relationship Specialist

Desert Financial Credit Union
06.2024 - 09.2025

Experience Specialist

Desert Financial Credit Union
05.2023 - 06.2024

Production Manager

Inkpulsive Printing
05.2021 - 04.2023

Shop Manager

GL Print
01.2020 - 03.2021

High School Diploma -

Mesa High School
Anissa Romero