Charles Dennis
Portland,OR
Summary
Dynamic leader with a proven track record at Wauna Federal Credit Union, driving revenue generation and operational excellence. Expert in strategic leadership and staff development, successfully implementing business strategies that enhanced performance and market expansion. Recognized for fostering a culture of continuous improvement and achieving significant growth in competitive markets.
Overview
19
19
years of professional experience
Work History
SVP of Branches
Wauna Federal Credit Union
01.2023 - Current
- Led strategic initiatives to enhance organizational performance and drive operational efficiencies for 7 financial locations and call center comprising 60 total employees.
- Developed and implemented comprehensive business strategies to increase profitability current locations and developed member growth.
- Developed comprehensive financial models to forecast revenue and assess investment opportunities.
- Enhanced employee performance through regular coaching, training, and performance reviews.
- Presented insights and recommendations to senior leadership to drive business growth initiatives in developed locations and future locations.
Area Manager
Wauna Federal Credit Union
04.2017 - 01.2022
- Led regional sales strategy to achieve revenue growth and market expansion in assigned area of Oregon coast.
- Trained and mentored sales team, fostering professional development and performance improvement for increase financial growth through deposits and membership.
- Led sales initiatives, driving revenue growth for 3 established legacy branches to include retail, residential and commercial loan and deposit growth.
- Analyzed market trends to identify opportunities for business expansion in assigned area.
Branch/Real Estate Manager
Aloha Pacific Federal Credit Union
01.2011 - 02.2017
- Opened and Developed new territory for Hawaiian Credit Union in the state of Nevada.
- Developed and implemented strategic plans to enhance branch performance and customer satisfaction.
- Directed daily branch operations, ensuring compliance with company policies and regulatory requirements.
- Mentored and trained staff, fostering a culture of continuous improvement and professional growth.
- Collaborated with cross-functional teams to execute marketing strategies that increased local market share within the state.
- Developed new financial programs to drive an increase in membership, resulting in a growth of 2,000 new members within the first year.
Senior Banker/Regional Private Banker
Wachovia Bank/Wells Fargo
03.2007 - 01.2011
- Managed client portfolios, ensuring alignment with financial goals and risk tolerance for high net worth clients.
- Led cross-functional teams in delivering exceptional customer service and resolving complex banking issues.
- Developed and implemented process improvements, enhancing operational efficiency with multiple branches in assigned region.
- Managed complex client portfolios, ensuring compliance with banking regulations and policies.
- Established strong relationships with clients, driving loyalty and repeat business through personalized service.
- Led team in delivering exceptional customer service and financial solutions to clients to develop consistent growth in loans, deposits, and investments.
- Worked directly with clients investing minimum of $250,000.
Education
Bachelor of Science - Business Administration
University Of Santa Thomas
Manila, Philippines03.1991
Skills
- Strategic leadership
- Policies and procedures
- Operational excellence
- Business development
- Organizational development
- Staff development
- Strategic plans
- Revenue generation
Timeline
SVP of Branches
Wauna Federal Credit Union
01.2023 - Current
Area Manager
Wauna Federal Credit Union
04.2017 - 01.2022
Branch/Real Estate Manager
Aloha Pacific Federal Credit Union
01.2011 - 02.2017
Senior Banker/Regional Private Banker
Wachovia Bank/Wells Fargo
03.2007 - 01.2011
Bachelor of Science - Business Administration
University Of Santa Thomas
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