Professional Experience
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline

Gerald Daniels

Financial Partners Credit Union
Cerritos,STATE_US
20
years of professional experience

Dynamic leader with over a decade of experience in contact center operations, driving efficiency and enhancing customer experiences through innovative strategies and robust coaching.

Work History

Director of Contact Center Operations

7 Years 8 Months
Financial Partners Credit Union | 10.2018 - 06.2026
  • Developed and implemented strategic initiatives to enhance customer service quality and operational efficiency.
  • Led cross-functional teams to optimize call center workflows and improve response times.
  • Established performance metrics to monitor team productivity and identify areas for improvement.
  • Mentored and trained staff on best practices in customer engagement and conflict resolution techniques.
  • Analyzed data trends to drive decision-making and refine operational processes within the contact center.
  • Collaborated with IT departments to integrate new technologies that streamline operations and enhance customer interaction channels.

Vice President Contact Center (Temp)

2 Years 6 Months
Financial Partners Credit Union | 04.2016 - 10.2018
  • Formulated and executed strategic initiatives aimed at enhancing financial product offerings to meet market demands.
  • Facilitated collaboration among diverse teams to optimize operations and ensure high levels of client satisfaction.
  • Conducted comprehensive analysis of market trends to support informed strategic decision-making and optimize competitive positioning.
  • Developed and maintained relationships with key stakeholders to drive collaborative growth initiatives.
  • Facilitated mentorship programs for department managers to strengthen leadership skills and improve team dynamics.
  • Oversaw budget planning and resource allocation for multiple projects to maximize return on investment.
  • Cultivated a motivating environment to enhance employee performance and foster team competency.
  • Engaged with senior management to design and implement strategic initiatives aimed at achieving long-term goals.

Contact Center Manager

9 Years 5 Months
Financial Partners Credit Union | 11.2006 - 04.2016
  • Oversaw daily operations of contact center, ensuring adherence to service standards and policies.
  • Led team in implementing customer service strategies, enhancing member satisfaction and retention rates.
  • Developed training programs for staff, improving onboarding efficiency and employee performance.
  • Analyzed call metrics to identify trends, driving process improvements and operational efficiencies.
  • Collaborated with cross-functional teams to streamline communication processes within the organization.
  • Conducted regular performance evaluations, providing coaching and feedback to foster professional growth.
  • Established quality assurance protocols, monitoring interactions to ensure compliance with regulatory standards.
  • Led successful cross-functional initiatives for continuous improvement in the contact center environment.
  • Reached target KPIs consistently by closely monitoring agent performance, providing ongoing coaching, and addressing any gaps in knowledge or skill sets.
  • Drove process improvements through regular review sessions, incorporating valuable feedback from both staff members and customers.
  • Established a positive work environment by promoting open communication, teamwork, and employee recognition initiatives.
  • Analyzed key performance metrics to identify areas of improvement and implement targeted action plans.
  • Enhanced quality assurance measures to ensure adherence to industry standards and best practices in customer service delivery.

Education

No Degree - Technology Management

INetversity | Torrance, CA
  • Strategic Planning

Skills

Customer experience
Coaching and mentoring
Innovation and creativity
Staff development
Workforce management
Time management
Problem-solving abilities
Reliability
Active listening
Decision-making
Microsoft office
Hiring and terminations

Accomplishments

  • Resolved product issue through consumer testing.
  • Supervised team of 30 staff members.
  • Used Microsoft Excel to develop tracking spreadsheets for rep performance to goals.
  • Documented and resolved abandonment issues which led to achieving abandonment goal of 5.00% or less.

Languages

English
Native or Bilingual

Timeline

Director of Contact Center Operations

Financial Partners Credit Union
10.2018 - 06.2026Read More

Vice President Contact Center (Temp)

Financial Partners Credit Union
04.2016 - 10.2018Read More

Contact Center Manager

Financial Partners Credit Union
11.2006 - 04.2016Read More

INetversity

No Degree from Technology Management
Read More
Gerald Daniels