Breann Patten
Magalia,CA
Summary
As a Branch Vice President at Sierra Central Credit Union, I lead the daily operations and management of the branch, ensuring compliance, efficiency, and member satisfaction. With over 15 years of experience in the credit union/banking industry, I have a proven track record of excellence in sales, service, branch contributions, new accounts, product penetration, and deposit growth. I have earned the prestigious Sierra Cup twice in 2023, showcasing my outstanding performance and leadership skills.
I am also a certified personal trainer, which reflects my passion for fitness and wellness. I leverage my expertise in employee training, customer relationship management, and new hire training to foster a culture of excellence and empowerment among my staff and members. I am committed to helping them achieve their financial and personal goals, while promoting a healthy and positive community.
Overview
19
19
years of professional experience
Work History
Branch Vice President
Sierra Central Credit Union
03.2022 - Current
- Successfully led as Branch Vice President at Sierra Central Credit Union, overseeing the daily operations and management of the branch, ensuring compliance, efficiency, and customer satisfaction
- Earned the prestigious Sierra Cup 2nd and 3rd quarter 2023, showcasing excellence in sales, service, branch contributions, new accounts, product penetration, and deposit growth
- Played a key role in fostering a culture of excellence through effective team building, training, and support for staff
- Demonstrated commitment to member success by actively assisting them in achieving their financial goals
- Maintained a dedicated focus on delivering outstanding member service, contributing to high levels of member satisfaction
- Expanded member base by acquiring new members specifically tailoring product offerings to their needs
- Networked within communities to identify and capitalize on business opportunities
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Directed market expansions to propel business forward, meet changing member needs.
- Fostered new business through participation in trade shows and initiating communications with prospective members via phone and email .
- Developed program to promote new managers from within, building and maintaining cohesive leadership structure.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Fitness Specialist
Paradise Stronger
08.2018 - 03.2022
- Communicated with patrons in fitness floor area to build positive atmosphere and offer exercise and equipment instructions
- Responded promptly to incidents and emergency situations
- Promoted business and physical fitness by attending off-site promotional and community events
- Monitored fitness floor and observed equipment use to address safety concerns
- Instructed full range of classes including CrossFit, kids fit, senior fitness, indoor cycling, stretching techniques to help clientele learn new fitness routines
- Developed routines to avoid injuries, maximize effort and facilitate client attainment of personal fitness goals
- Devised new programs and monitored client progress
- Developed and delivered 3 different weekly fitness classes.
Branch Manager
Valley Strong Credit Union
07.2004 - 05.2017
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Increased efficiency and drove branch revenue by optimizing daily operations
- Designed sales and service strategies to improve revenue and retention
- Developed and maintained client rapport to meet financial service needs and drive branch loyalty
- Educated customers on a variety of loan products and available credit options to promote valuable decision-making
- Boosted customer base, acquiring new customers, and identifying needs to deliver relevant products
- Worked with regulatory representatives to complete accurate filings and maintain compliance
- Planned and coordinated risk mitigation strategies to protect company assets
- Reviewed applications against established parameters to determine approval, rejection or modification requirements
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions
- Maintained current and accurate cash balances for all programs, departments, and projects
- Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting
- Managed contract administration, maintained files, validated codes, and monitored reporting
- Monitored client relationships to deliver exceptional service.
Education
Certification in Health And Physical Fitness
National Academy of Sports Medicine
Online12.2020
Business Management
Western CUNA Management School
Ontario, CA07.2016
Honorable Discharge
United States Navy
05.2003
High School Diploma -
Bakersfield Adult Schools
Bakersfield, CA06.2002
Skills
- Regulatory compliance
- Excellent work ethic
- Customer and vendor relations
- Financial administration
- Excellent communication skills
- Staff supervision
- Employee training
- Policies and procedures implementation
- Staff training and development
- Performance reporting
- Business and Operations Management
- High-pressure environments
- Health and safety compliance
- Troubleshooting and problem solving
- Safety-conscious
- Excels in team leadership
- Troubleshooting
- Reliable and trustworthy
- Multitasking
- Communication
- Critical thinking
- Teambuilding
- Rehabilitation techniques
- Reliable
- Strategic Planning
- Process Improvement
- Sales Strategy
- Cross-functional Collaboration
Timeline
Branch Vice President
Sierra Central Credit Union
03.2022 - Current
Fitness Specialist
Paradise Stronger
08.2018 - 03.2022
Branch Manager
Valley Strong Credit Union
07.2004 - 05.2017
Certification in Health And Physical Fitness
National Academy of Sports Medicine
Business Management
Western CUNA Management School
Honorable Discharge
United States Navy
High School Diploma -
Bakersfield Adult Schools
Similar Profiles
Maegan SanchezMaegan Sanchez
Commercial Lending Assistant at Sierra Central Credit UnionCommercial Lending Assistant at Sierra Central Credit Union
Nathan JacksonNathan Jackson
Financial Services Associate at Sierra Central Credit UnionFinancial Services Associate at Sierra Central Credit Union
Innocent N BisongInnocent N Bisong
Information Security Specialist at Sierra Central Credit UnionInformation Security Specialist at Sierra Central Credit Union
Dana DonnellanDana Donnellan
Various Accounting Positions at Mad EngineVarious Accounting Positions at Mad Engine
Scott AckermanScott Ackerman
Cashier at WalmartCashier at Walmart