Bonnie Duran
Albuquerque,NM
Summary
Goal-driven banking professional with strong ability to effectively manage diverse member needs with speed and efficiency. Diligent and resourceful financial professional experienced in member relations, consistently delivering services in a highly responsive manner. Focused on building strong member relationships while ensuring compliance with company policies and regulations. Possesses excellent relationship-building, communication, and program management abilities.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Treasury Management Specialist
Sunward/Sandia Laboratory Federal Credit Union
08.2024 - 01.2025
- Facilitated the development of a risk management framework to monitor and manage the company''s financial risks effectively.
- Enhanced cash flow management by implementing advanced treasury management systems and processes.
- Conducted regular reviews of existing banking arrangements, identifying areas of improvement or potential cost savings.
- Implemented robust liquidity management practices to ensure sufficient funds availability for daily operations.
- Streamlined banking relationships, consolidating accounts for increased efficiency and cost savings.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Branch Manager
Sunward/Sandia Laboratory Federal Credit Union
03.2021 - 08.2024
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Assessed employee performance and developed improvement plans.
- Maintained friendly and professional members interactions.
- Complied with regulatory guidelines and requirements.
- Boosted sales and member loyalty.
- Helped develop new training program to boost employee skills and staff retention rate.
- Engaged employees in business processes with positive motivational techniques.
- Submitted loan applications to underwriter for verification and recommendation.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on members.
- Liaised with business services, marketing, and management teams to develop solutions and accomplish shared objectives.
- Collaborated with upper management to improve and exceed team/branch goals.
Assistant Manager
First National Bank Of Santa Fe/1870
10.2019 - 06.2020
- Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies
- Monitored employee performance and developed improvement plans
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies
- Coached team on effective up-selling and cross-selling methods
- Established and optimized schedules to keep coverage and service in line with forecasted demands
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency
- Attracted new mortgage loan applications by developing relationships within community
- Evaluated pay stubs, credit history, tax information and bank statements for financial status
- Met or exceeded monthly sales goals as team leader
- Maintained positive customer relationships by responding quickly to customer service inquiries
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals
- Reviewed sales and gross profit reports to determine options for increasing market growth
- Submitted loan applications to loan underwriter for verification and recommendation
- Provided leadership and direction for employees, supervising activities to drive productivity and efficiency
- Organized schedules, workflow and shift coverage to meet expected business demands
Lead Court Municipal Clerk
New Mexico State Of New Mexico
03.2019 - 10.2019
- Obtained documents, clearances, certificates and approvals from local, state and federal agencies
- Composed sensitive, confidential reports and documentation analyzed departmental documents for appropriate distribution and filing
- Performed initial client assessment and analysis to begin research process
- Responded to customer requests via telephone and email and effectively answered questions and inquiries
- Stayed up-to-date on New Mexico laws and licensing requirements to complete accurate and efficient reviews.
- Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.
Senior Member Service Representative III
Navy Federal Credit Union
07.2014 - 03.2019
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
- Located and pre-qualified customers for conventional and government mortgages
- Mortgage processing experience and comprehensive knowledge of conventional and government loan programs
- Interviewed customers to obtain information needed for opening new accounts
- Presented new and additional products and services to existing customers
- Educated members on various financial matters and provided professional recommendations on investment opportunities, products and services based on each member individual needs.
- Trained and developed new team members in alignment with branch service standards and objectives
- Maintained friendly and professional customer interactions
- Exceeded quarterly branch goals by 25 %
- Opened accounts with top performer in exceeding branch goal
- Maintained balancing record with 100% rate of accuracy
- Executed customer transactions, including deposits, withdrawals, wire transfers and numerous other transactions
- Trained and directed new hires
- IRA, Trust and Business Support Specialist
- Measured team performance and reported metrics to leadership team members.
- Worked with management team to implement proper division of responsibilities.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
Senior Personal Banker
New Mexico Bank and Trust
01.2013 - 07.2014
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Provided clients with information on bank accounts, institutional policies, financial products and related services
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Increased teller efficiency by developing and implementing improved service methods
- Processed invoices and checks and maintained daily cash logs and deposits
- Devised targeted solutions for various customers, including deposit, lending and investment services
Lead Teller
First Community Bank/Us Bank
12.2002 - 08.2009
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted products or services to each customer to consistently achieve sales targets.
- Processed quarterly vault and ATM audits with zero error rate.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
Education
Bachelor of Arts -
NM Highlands University
Albuquerque2016
Associate of Arts - Education
Central New Mexico Community College
Albuquerque, NM2011
Skills
- Excellent in supporting multiple managers
- Excellent in interpersonal and communication skills
- Self-motivated
- Proficient in Microsoft Office
- Documentation and control
- Human resources knowledge
- Staff training and development
- Quality assurance
- Time management
- Relationship development
- Business operations
- Staff Supervision
- Employee scheduling
- Employee performance evaluations
- Electronic Payment Systems
- Fraud Prevention Measures
- Teamwork and Collaboration
- Problem-Solving
Certification
Notary Public
Essentials for Managers 2023
Timeline
Treasury Management Specialist
Sunward/Sandia Laboratory Federal Credit Union
08.2024 - 01.2025
Branch Manager
Sunward/Sandia Laboratory Federal Credit Union
03.2021 - 08.2024
Assistant Manager
First National Bank Of Santa Fe/1870
10.2019 - 06.2020
Lead Court Municipal Clerk
New Mexico State Of New Mexico
03.2019 - 10.2019
Senior Member Service Representative III
Navy Federal Credit Union
07.2014 - 03.2019
Senior Personal Banker
New Mexico Bank and Trust
01.2013 - 07.2014
Lead Teller
First Community Bank/Us Bank
12.2002 - 08.2009
Notary Public
Essentials for Managers 2023
Bachelor of Arts -
NM Highlands University
Associate of Arts - Education
Central New Mexico Community College
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