Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Branch Manager
Air Academy Federal Credit Union
Colorado Springs, CO
01.2016 - Current
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Developed strategies to increase customer satisfaction and loyalty.
Managed staff scheduling, hiring and training processes.
Conducted regular performance reviews for all employees in the branch.
Implemented internal control procedures to minimize risk exposure and maximize profitability.
Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
Resolved escalated customer complaints in a timely manner.
Established strong working relationships with external partners such as vendors and suppliers.
Participated in community events to promote brand awareness.
Assisted other branches when needed during peak periods or special projects.
Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Performed regular audits of financial records in order to ensure accuracy.
Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Certified Financial Service Representative
Air Academy Federal Credit Union
Colorado Springs, CO
06.1999 - 01.2016
Analyzed financial data to identify opportunities for increasing profitability.
Advised customers on various aspects of personal finance such as budgeting, balancing accounts, monitoring and maintaining credit history
Fostered relationships with new and existing customers through excellent customer service skills.
Educated customers about different types of products available from the company's portfolio.
Processed transactions quickly and accurately in accordance with established procedures.
Created customized plans tailored to each individual client's needs.
Ensured that all customer inquiries were answered promptly and completely.
Worked collaboratively with other departments to provide comprehensive solutions for clients.
Cross-sold products and services based on customer needs to boost sales.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans and lending decisions
Store Manager
Sally's Beauty Supply
Colorado Springs, CO
05.1996 - 05.1999
Conducted daily store operations, including opening and closing procedures and cash handling.
Monitored inventory levels and placed orders to restock shelves.
Developed strategies to maximize sales and profitability.
Established customer service standards and monitored staff compliance.
Recruited, trained and supervised new employees.
Resolved customer complaints in a timely manner.
Created weekly work schedules for store personnel.
Managed daily banking activities such as deposits and withdrawals.