Summary
Overview
Work History
Skills
Timeline
Generic

BRANDY YOST

Grants Pass,OR

Summary

Dynamic branch operations manager with a proven track record of optimizing daily functions and fostering member loyalty. Expertise in leveraging member engagement strategies to build strong partnerships with individuals and communities, promoting financial well-being. Skilled in developing and coaching teams using the SURPASS model to drive branch sales and enhance member relations through the HEART model. Demonstrated ability to effectively lead branch operations in the absence of management, volunteering to provide coverage as needed.

Overview

20
20
years of professional experience

Work History

Assistant Branch Manager

Rogue Credit Union
07.2024 - Current
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning while achieving the credit union's Vision, Mission, Guiding Values and service promises.
  • Coached and implemented SURPASS within the team to ensure we are partnering with our members on their journey to financial well being.
  • Monitored daily branch activities, including scheduling, certifications, observations as well as coaching. Keep moral up while implementing "Fun" meetings and friendly competitions to create an atmosphere of positivity and supportive success.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to credit union policies and regulations.successfully hire, train and coaching of new team members.
  • Management School

Member Service Representative

Rogue Credit Union
04.2022 - 07.2024
  • Provide exceptional experiences that build mutually beneficial relationships. Opening and closing memberships. Processing and signing Loan Applications for credit cards, personal loans, vehicle loans, Recreational vehicle loans and Home Equities. Processing member transactions. Balancing Vault and ATMS. Identifying member’s financial need, and appropriately suggesting products and services to accommodate the needs of the member. Proactively helping members with their membership needs. Taking ownership with timely follow Member through to find the appropriate solution for each member each day. Collaborating with all departments of Rogue in order to fulfill Rogue’s mission, Guiding values and service promises. Notary

Operations IRA Specialist 2

Rogue Credit Union
11.2021 - 04.2022
  • Completes all duties, including, but not limited to Individual Retirement Account Administrator. Provide exceptional internal member service experiences through the helpline, email, or any other channel in a friendly and professional manner using the Service Promises to assist, educate, empower, and complete a internal/external members’ request. Provides unsurpassed external member service to resolve and complete members’ requests promptly and accurately. Assists internal and external members with reviewing and answering questions relative to all IRA questions.

05.2020 - 11.2021
  • My mother was diagnosed with terminal lung cancer, I spent her last year and half ensuring she was able to pass with dignity and surrounded by love and support.

Member Service Representative

Rogue Credit Union
06.2016 - 05.2020
  • Provide exceptional experiences that build mutually beneficial relationships. Opening and closing memberships. Processing and signing Loan Applications for credit cards, personal loans, vehicle loans, Recreational vehicle loans and Home Equities. Processing member transactions. Balancing Vault and ATMS. Identifying member’s financial need, and appropriately suggesting products and services to accommodate the needs of the member. Proactively helping members with their membership needs. Taking ownership with timely follow Member through to find the appropriate solution for each member each day. Collaborating with all departments of Rogue in order to fulfill Rogue’s mission, Guiding values and service promises. Notary NMLS 1959217
  • Team member of “External team of the year”

General Manager

Touville Lodge
10.2014 - 06.2016

General Manager

4 Daughters Irish Pub
04.2010 - 10.2014

Bar Manager

Jacksonville Inn
06.2005 - 04.2010

Skills

  • Over 20 years of recruiting, coaching and maintaining Excellent teams
  • Rogue Management School
  • Successful ownership and follow through
  • Creating and implementing procedures for both front and support staff
  • External Focus award

Timeline

Assistant Branch Manager

Rogue Credit Union
07.2024 - Current

Member Service Representative

Rogue Credit Union
04.2022 - 07.2024

Operations IRA Specialist 2

Rogue Credit Union
11.2021 - 04.2022

05.2020 - 11.2021

Member Service Representative

Rogue Credit Union
06.2016 - 05.2020

General Manager

Touville Lodge
10.2014 - 06.2016

General Manager

4 Daughters Irish Pub
04.2010 - 10.2014

Bar Manager

Jacksonville Inn
06.2005 - 04.2010

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BRANDY YOST