Jeffrey Picazo
Lawrence
Summary
Dynamic Branch Manager with a proven track record at Mainstreet Credit Union, enhancing branch productivity by 174% through strategic leadership and business development expertise. Skilled in risk management and fostering team growth, I excel in relationship building and operational management, ensuring compliance and customer satisfaction.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
9
9
years of professional experience
Work History
Branch Manager
Mainstreet Credit Union
03.2021 - 01.2025
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Developed and implemented strategies to achieve branch sales targets, resulting in 174% in 2024.
- Managed daily operations of branch, overseeing a team of 7 employees.
- Ensured compliance with company policies, industry regulations, and legal requirements at all times.
- Resolved customer complaints or issues promptly, maintaining a high level of customer satisfaction.
- Introduced employee recognition programs to boost morale and improve employee retention rates.
- Led a team of sales representatives, providing guidance, training, and support to achieve individual and team targets.
- Mentored and coached employees to enhance their skills/competencies/professional development.
- Managed cash handling procedures accurately, ensuring compliance with internal controls/guidelines.
- Served as a point of contact for escalated customer inquiries/complaints/resolutions.
- Examined customer loan applications for loan approvals and denials.
- Submitted loan applications to underwriter for verification and recommendation.
- Consulted customers to boost product sales and services.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Complied with established internal controls and policies.
Member Service Representative
Mainstreet Credit Union
09.2015 - 02.2021
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Resolved customer issues through thorough dispute investigation.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
- Verified customer identification and documentation for compliant transactions.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Trained new personnel regarding company operations, policies and services.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Sought ways to improve processes and services provided.
- Maintained up-to-date knowledge of product and service changes.
Education
No Degree - Physical Therapy
Fort Hays State University
Hays, KSNo Degree - Psychology
University of Kansas
Lawrence, KSHigh School Diploma -
Sacred Heart High School
Salina, KS05-2011
Skills
- Expert in risk management
- Bank security expert
- Staffing optimization
- Business development expertise
- Excels in team leadership
- Sales professional
- Relationship building and management
- Account analysis expertise
- Cash handling expertise
- Branch operations management
- Excellent communication skills
- Coaching and mentoring
- Relationship building
- Loans
- Decision-making
- Multilingual in Spanish
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
Mainstreet Credit Union
03.2021 - 01.2025
Member Service Representative
Mainstreet Credit Union
09.2015 - 02.2021
No Degree - Physical Therapy
Fort Hays State University
No Degree - Psychology
University of Kansas
High School Diploma -
Sacred Heart High School
Similar Profiles
Jan SylvesterJan Sylvester
Senior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union LtdSenior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union Ltd
Jeaneeka ChevalierJeaneeka Chevalier
Relationship Specialist at 121 Financial Credit Union/ Vystar Credit UnionRelationship Specialist at 121 Financial Credit Union/ Vystar Credit Union
Jeremy BracheJeremy Brache
Sr. Business Application Systems Analyst at Blaze Credit Union (FKA: Hiway Credit Union)Sr. Business Application Systems Analyst at Blaze Credit Union (FKA: Hiway Credit Union)