Bank Branch Manager
Utah Community Credit Union
04.2013 - 07.2022
- Assessed employee performance and developed improvement plans.
- Identified and capitalized on community business opportunities with effective networking.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
- Expanded territory by negotiating beneficial deals for principle product sales, distribution and service.