Claudia Rodriguez
1718 Presidio Pl,CA
Summary
Professional in branch management with strong expertise in operations and team leadership. Skilled in member service, financial oversight, and staff development. Adept at fostering collaboration and driving results. Reliable, adaptable, and focused on meeting organizational goals.
Overview
12
12
years of professional experience
Work History
Assistant Branch Manager
SDCCU
02.2022 - Current
- Assisted in daily branch operations and member service support.
- Collaborated with team members to enhance workflow efficiency.
- Supported management in implementing branch initiatives and promotions.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Implemented process improvements to increase productivity.
- Managed branch budget effectively by controlling expenses and optimizing resource allocation for maximum profitability.
- Led monthly team meetings focusing on progress updates, goal-setting sessions, best practices sharing and collaborative problemsolving.
- Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
Member Service Supervisor
SDCCU
02.2020 - 02.2022
- Supervised member service team to enhance customer satisfaction and operational efficiency.
- Developed training materials to improve staff knowledge on products and services.
- Implemented process improvements leading to increased service delivery speed.
- Resolved escalated member inquiries, ensuring effective communication and problem-solving.
Financial Service Representatives
SDCCU
02.2014 - 02.2020
- Provided exceptional customer service by addressing financial inquiries and resolving issues effectively.
- Processed transactions accurately, ensuring compliance with regulatory standards and internal policies.
- Maintained up-to-date knowledge of financial services offerings to support clients' needs efficiently.
- Conducted account reviews to identify opportunities for cross-selling additional services to customers.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Skills
- Team development
- Operational efficiency
- Compliance management
- Relationship building and management
- Budget control
- Staff development
- Team player
- Relationship building
- Conflict resolution
Timeline
Assistant Branch Manager
SDCCU
02.2022 - Current
Member Service Supervisor
SDCCU
02.2020 - 02.2022
Financial Service Representatives
SDCCU
02.2014 - 02.2020