Resourceful Branch Manager adept at increasing productivity and efficiency through streamlining operations. Possess strong skills in team leadership, customer relationship management, and financial oversight. Excel in communication, problem-solving, and adaptability, ensuring seamless branch operations while fostering a positive work environment.
Overview
17
17
years of professional experience
Work History
Branch Manager II
ESL FEDERAL CREDIT UNION
09.2019 - Current
Responsible for the direct management and oversight of sales, operation and coaching development of ESL Federal Credit Union's Headquarters Branch
My responsibilities are equal to that of my time below at Reliant Credit Union with the addition of larger staff and asset size management
Effectively manage through the Covid19 pandemic
Lead a team of individuals to meet or demonstrate improvement in their performance by consistent coaching
Facilitate and see activities through to promote participation, engagement and team work
Focus on career development of others by ensuring they are meeting current expectations while preparing for future responsibilities
Hire and maintain quality talent; keep turn over low
Promote others within when the opportunities arise
Participate in leading Frontline Leadership meetings
Participation in Retail Banking Leadership meetings (DM's)
Provide direct support to other Managers and Assistant Branch Managers as needed
New hire Branch Manager mentorship
Interviewing Branch Manager candidates
Delivery of various Financial Wellness Education classes for various community partners representing ESL
Provided leadership support to the Lake Ave team during their leadership transition
Provided translation assistance to ESL Marketing heavily through the Covid19 pandemic and continue to do so as needed
Focus on increasing staff participation across all lines of business to increase participation and member impact
Business visits to existing and potential business clients
Consistently looking for ways to improve branch operations
Effectively support employees through career transitions
Provide the necessary training and knowledge of new career opportunities
Provide continuous training
Continuous self-development via Elan, ESL Career Services & outside resources
Effectively handle customer concern escalations at all levels and on behalf of other branches
Effectively communicate interdepartmentally to support teams as needed
Able to provide feedback for improvement
Member Service Representative | Assistant Branch Manager | Branch Manager | Branch Manager II
RELIANT COMMUNITY CREDIT UNION
05.2008 - 09.2019
Responsible for the direct management of the Irondequoit Branch, Brockport Branch as well as the All Branch Traveling Team
Manage scheduling, training, developing and coaching of all departments consistent according established guidelines
Responsible for organizing, planning, and directing the functions of a full service branch office
Actively promote and participate in the Sales and Service Process with members and staff
Handle difficult and/or sensitive member concerns as a priority item to assure a timely and fair resolution
Handle member service or operational issues with a sense of urgency for resolution
Train and delegate various operational responsibilities to other branch office staff while maintaining accountability for the effective and efficient operation of the branch
Responsible for the training and cross-training of branch office staff to assume necessary responsibilities
Have primary fiduciary responsibilities for branch office security and safety
Responsible and accountable for safeguarding of the branch office assets
Enforcing established compliance measures against internal and external fraud
Ensures that there is adherence to branch office security procedures
Perform routine member transactions in a professional, confidential, and accurate manner
Provide effective demonstrations to customers on all automated/electronic services
Interpret system data and reports to provide members with account status and transaction history
Utilize credit skills of interviewing and accepting loan applications
Understand lending and credit decision process
Effectively discuss various lending services to sell credit products and build member relationships
Reliant Core System Conversion-Project Management & Trainer
RELIANT COMMUNITY CREDIT UNION
01.2014 - 01.2016
Direct involvement in the selection and implementation of a new core processor
Participated in the RFP
Vendor selection process
Developed training program to train 150+ employees on the new core system
Continued training and development on system enhancements
Annual Corelation, Inc
Client Conference participation
Education
Bachelor's - Organizational Management
Keuka College
01.2024
High School Diploma -
Edison Tech
01.2003
Skills
Management
Leadership
Community Involvement
Team Building
Coaching
Mentoring
Training
Accountability
Respect
Teamwork
Customer Service
Motivation
Empowerment
Trust Building
Recognition
Positive Environment
Development
Community Service
PR Unidos En La Distancia - United for Puerto Rico, Treasurer & Founding Member
HopeNY Homeless Outreach & Support Services, Board Member & Volunteer
Credit Union YP Network
References
Irene Sanchez, Executive Director, Western NY Coalition, 585-694-1460
Pamela Heald, CEO, Reliant CU, 585-314-5965
Richard Sellwood, VP Member Experience, USFCU, 315-345-8750
Languages
Spanish, Fluent
English, Fluent
Miscellaneous
United Way Latino Leadership Development Program Graduate, 2018
New York State Notary Public
ESL Pandemic Champion Award, 07/01/20
ESL Emerging Leader, 03/01/22
ESL ERG Member, Young Professionals, LEAD
ESL Customer Experience & Purpose Team Champion, 2020-current
Timeline
Branch Manager II
ESL FEDERAL CREDIT UNION
09.2019 - Current
Reliant Core System Conversion-Project Management & Trainer
RELIANT COMMUNITY CREDIT UNION
01.2014 - 01.2016
Member Service Representative | Assistant Branch Manager | Branch Manager | Branch Manager II