Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Accomplishments
Certification
Timeline
Generic

Eliana Sanchez

Los Angeles,CA

Summary

Results-driven Retail Service Manager with extensive experience at Kinecta Federal Credit Union, specializing in client relationship management and strategic initiatives. Demonstrated success in boosting membership growth by implementing efficient operational processes while nurturing a collaborative team atmosphere. Bilingual in Spanish, dedicated to community outreach and maximizing revenue growth opportunities.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Retail Service Manager Sr.

Kinecta Federal Credit Union
Torrance, Redondo Beach, Pablo’s Verdes
06.2024 - Current
  • Achieved leading results in expanding membership base.
  • Delivered training, coaching, leadership, and management to team of 14 direct reports.
  • Strengthened member relationships through consistent and appropriate financial guidance.
  • Enhanced onboarding process through structured employee development at member centers.
  • Conveyed goals and expectations of service and sales to entire staff.
  • Comply with audit requirements for new accounts and loan management.
  • Increased sales and service metrics through strategic coaching initiatives.
  • Monitors audits and enforces guidelines to uphold operational integrity of the MSC.
  • Oversee efficient branch operations.
  • Assists member with notaries, medallions, and signature guarantees.
  • Guaranteed optimal MSC coverage by orchestrating staffing rotations and evaluating scheduling needs.
  • Conducted operations ensuring profitability and fiscal oversight.
  • Supported Regional Manager in establishing a robust sales and service culture within assigned MSC.
  • Ensured compliance with Credit Union policies and procedures through consistent guidance.
  • Implemented strategies to reduce potential financial losses for the Credit Union.
  • Builds relationships with local Select Employee Groups to enhance community presence.
  • Opportunities for brand and image campaigns identified and ideas submitted to Marketing Department.
  • Supports local community events on behalf of Kinecta Federal Credit Union.
  • Builds connections with stakeholders in Mortgage, Wealth Management, and Business Services sectors.
  • Facilitated coordination with Talent development and other teams ensuring precise training sessions.
  • Collects market data concerning the local community for relationship building and maintenance.
  • Strengthens relationships with new and existing members through active involvement in local community organizations.
  • Reduced branch turnover through effective team member motivation.

Retail Service Manager

Kinecta Federal Credit Union
Torrance
11.2018 - 06.2024

Retail Service Manager

Kinecta Federal Credit Union
Redondo Beach
09.2017 - 09.2018

Assistant Retail Service Manager

Kinecta Federal Credit Union
Redondo Beach
08.2016 - 09.2017

Assistant Retail Service Manager

Kinecta Federal Credit Union
Torrance
08.2015 - 08.2016

Personal Financial Advocate

Kinecta Federal Credit Union
Torrance
03.2009 - 08.2015

Education

Business Administration -

University of Phoenix
true
05-2026

Some College (No Degree) -

Los Angeles Harbor College
Wilmington, CA

Skills

  • Effective Leadership Skills
  • Collaborative Teamwork Across Departments
  • Efficient Resource Management
  • Client Relationship Management
  • Problem-Solving Expertise
  • Fraud Prevention
  • Effective Communication
  • Self-Motivation
  • Strategic Data Analysis
  • Performance Objectives
  • Strategic Implementation
  • Operational Streamlining
  • Strategic Roadmap Development
  • Proficient in Microsoft Office
  • Proficient in Spanish Communication
  • Community Engagement
  • Responsive to Dynamic Situations
  • Revenue Growth Initiatives

Languages

Spanish
Professional

Affiliations

  • The Volunteer Center Board Member (2019-2023)
  • Kinecta Audit Committee Member
  • Pilot Manager and Branch for new process and technology

Accomplishments

  • 2010 Winner Circle
  • 2012 Million Dollar Club in Consumer Lending
  • 2015 Million Dollar Club in Consumer Lending
  • 2016 Top Producing Branch in Consumer Lending
  • 2017 YOY Membership Growth
  • 2019 Top Producing Branch in Consumer Lending
  • Q2 2024 Torrance #2 out of 26 Top Producing Branch
  • Q3 2024 Redondo Beach #1 out 26 Top Producing Branch

Certification

  • Notary Public

Timeline

Retail Service Manager Sr.

Kinecta Federal Credit Union
06.2024 - Current

Retail Service Manager

Kinecta Federal Credit Union
11.2018 - 06.2024

Retail Service Manager

Kinecta Federal Credit Union
09.2017 - 09.2018

Assistant Retail Service Manager

Kinecta Federal Credit Union
08.2016 - 09.2017

Assistant Retail Service Manager

Kinecta Federal Credit Union
08.2015 - 08.2016

Personal Financial Advocate

Kinecta Federal Credit Union
03.2009 - 08.2015

Business Administration -

University of Phoenix

Some College (No Degree) -

Los Angeles Harbor College

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Eliana Sanchez