Highly accomplished professional with 14 years of extensive experience in branch operations leadership, seeking the position of Project Manager for branch operations to contribute exceptional operational expertise, leadership, and strategic vision to drive organizational growth and success.
Overview
14
14
years of professional experience
Work History
Branch Manager IV
Navy Federal Credit Union
05.2016 - Current
Conducted 18 quarterly regional branch visits,, fostering alignment and performance optimization with a focus on operational soundness, development, engagement and OKR metrics.
Perform branch quality assurance reviews to ensure overall effectiveness and results align with internal policies and industry standards
Orchestrated the San Diego South initiative, elevating Engagement survey outcomes across compensation, development, technology, and overall engagement
Collaborated with cross-functional teams to pinpoint areas for process enhancement and drive operational excellence
Provided interim management support for multiple branches in the region, ensuring continued operational efficiency in the absence of Managers
Pioneered strategic planning for branch operations, resulting in streamlined operations and reduced hours for 6PM branches in the region
Fulfilling the role of acting AVP for San Diego South, provided mentorship, guidance, and support to managers and assistant managers during escalated situations in the absence of AVP
Facilitated DISC training across all branches in San Diego South, enhancing team communication and cohesion
Co-initiated the Connecting with Friends program, enabling team members to network across divisions and meet leaders' organization-wide
Nurtured the growth of San Diego South team members, facilitating the promotion of 29 MSR's to Senior MSR's through dedicated mentorship and training
Spearheaded the creation and execution of training sessions for San Diego South SMR's and leaders, targeting areas of improvement within the region
Cultivated strong relationships with veterans hospital, on base command, chamber and community.
Mentored 8 branch managers through Market Leaders Support role
Trained and Developed SMSR's through SDS Training and Development Team
Successfully completed New Branch Opening for the Chula Vista branch in 2019
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Manager
First Financial Credit Union
01.2015 - 12.2016
Daily operations of branch ensuring that the financial transactions of the branch(s), teller line, and ATM(s) are properly performed by staff and in compliance with regulations, policies, and branch procedures.
Vault and ATM management and maintenance; to include after-hours response and monitoring
Assumes complete responsibility for all areas of branch management and staff development in line with credit union policies and procedures.
Maintains thorough knowledge of all procedures affecting branch activities to complete appropriate action as required by circumstance including incident response.
Fraud prevention and detection on behalf of First Financial; educating staff to recognize unusual activity
Quality control of completed work; documenting and overseeing corrections
Provides ongoing group training for branch staff as needed, presents training on Tuesday mornings
Meets with staff regularly (1:1 and group) to provide feedback, discuss current information and/or concerns.
Provides in-depth training, coaching, and mentoring to Assistant Branch Manager(s).
Provides exceptional member service delivery to provide memorable experiences, resulting in improved engagement and positive feedback (NPS).
Maintains security and confidentiality of all member account information and Credit Union documents.
Branch Manager, Assistant Vice President
Wells Fargo Bank
01.2011 - 12.2016
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
Mentor and guide talent development of direct reports and assist in hiring talent
Education
High School Diploma -
Eastlake High School
Chula Vista, CA
06-2004
Skills
Branch Operations Management
Risk Analysis
Excellent time management skills
Coaching and Mentoring
Training and Development
Accomplishments
· BOSS Award Winner 2024
· SDS Regional MOCK Audit Team 2016-2022
· San Diego South Market Leader 2024- Present
· Trained and Developed 29 SMSR’s 2023-2024
· New Branch Opening for the Chula Vista branch in 2019
· SSP Award Winner 2020, 2021, 2022 and E Performer 2023
Timeline
Branch Manager IV
Navy Federal Credit Union
05.2016 - Current
Manager
First Financial Credit Union
01.2015 - 12.2016
Branch Manager, Assistant Vice President
Wells Fargo Bank
01.2011 - 12.2016
High School Diploma -
Eastlake High School
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