Jessica Liz
Bellerose Manor ,NY
Summary
Skilled Branch Manager with over 15 years of progressive experience increasing production and building strong member relationships in multiple branches. Energetic and resourceful professional proficient in team leadership ensuring alignment to corporate strategies and objectives. Skilled at de-escalating situations and driving positive change.
Overview
18
18
years of professional experience
Work History
Branch Manager
Bethpage Federal Credit Union
2014.04 - Current
- Drive Member Experience by ensuring team is driving branch satisfaction, rep. knowledge and personal engagement behaviors. Currently recognized as leading branch in Member Satisfaction scores across Northern Region, 95.45%.
- Coach, train and develop team of 10 administering development plans, disciplinary actions, and performance appraisals.
- Continuously developing a consultative sales approach for staff to identify new sales opportunities, engage members and prospects in collaborative needs-based conversations to deepen member relationships.
- Responsible for the overall adherence to security, risk and regulatory policies and procedures. Most recent Internal Branch Audit obtained No exceptions and Strong Controls.
Assistant Branch Manager
Bethpage Federal Credit Union
2012.02 - 2014.04
- Lead and manage change in an agile environment that incorporates sound decision making and problem resolution.
- Responded to member concerns, working with manager to significantly raise member satisfaction scores.
- Conducted Daily Huddles, Monthly staff meetings to motivate employees, address concerns, recognition, action plan, and evaluate progress toward goals.
Loan & Member Service II
Bethpage Federal Credit Union
2006.02 - 2012.02
- Follow dual control procedures in opening and closing of vault, ATM, and branch. Maintain minimum of cash in draw to ensure compliance with security/safety measures.
- Supervised LMS I staff and performed loan and member service activities (interviews, account openings, account maintenance, loans). Assisted with managing the member flow of traffic and act in the capacity or Head Teller or Teller if necessary.
- Recommended loan approvals, counter offers and denials based on loan application reviews.
Education
Bachelor of Arts - Liberal Arts And General Studies
CUNY YORK COLLEGE
Jamaica2006
High School Diploma -
Newtown High School
Elmhurst, NY1999
Skills
- Notary Public, State of New York
- Medallion Stamp Guarantor, STAMP Program Inc
- Lending Certification, Bethpage FCU Lending
- Nationwide Mortgage Licensing System (NMLS) #784722
Languages
Spanish
Native or Bilingual
Achievements
- Nominated into Bethpage Federal Credit Union 2012
Accelerated Leadership Program (ALP)
- Employee of the Month 2011 & 2018
Community Involvement
- Glen Cove Chamber of Commerce- Former member 2008-2013
- Roslyn Chamber of Commerce-Former Member 2017-2020
- National Supermarket Association- Active Member
- Albertson Civic Association -Active Member
Timeline
Branch Manager
Bethpage Federal Credit Union
2014.04 - Current
Assistant Branch Manager
Bethpage Federal Credit Union
2012.02 - 2014.04
Loan & Member Service II
Bethpage Federal Credit Union
2006.02 - 2012.02
Bachelor of Arts - Liberal Arts And General Studies
CUNY YORK COLLEGE
High School Diploma -
Newtown High School