Kali Barnard
Gladewater,TX
Summary
Dynamic and detail-oriented Assistant Branch Manager with nine months of leadership experience and four years in banking. Skilled in member service by guiding members with their financial decisions and toward their financial goals while ensuring efficient branch operations and delivering exceptional service. Proven ability to support team performance, optimize workflows, and uphold compliance standards.
Overview
2026
2026
years of professional experience
Work History
Assistant Branch Manager
Eastman Credit Union
02.2025 - Current
- Assisting in daily Teller and Member Service Representative branch operations, ensuring smooth workflows and high service quality.
- Support the Branch Manager with key tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Member Service Representative
Eastman Credit Union
05.2023 - 02.2025
- Ensure compliance with operational, risk, security and audit procedures and policies.
- Assist members by providing exceptional member service and knowledge of deposit account and loan products, services and offerings.
- Accurately and efficiently process transactions a day via drive up and lobby as a previous teller prior to Member Service training.
- Accurately and efficiently process loan applications and inquiries via in person, over the phone, or online.
Personal Banker
Guaranty Bank and Trust
2021 - 05.2023
• Developed strong relationships with current and prospective clients, as well as business partners.
• Ensured compliance with operational, risk, security and audit procedures and policies.
• Assisted customers by providing exceptional customer service and knowledge of products, services and offerings.
• Accurately and efficiently processed transactions a day via drive thru, lobby, and mobile deposit.
Education
Bachelor's Degree of Liberal Arts - Political Science
Texas State University
San Marcos, TXDual Credit Hours - No Degree - Dual Credits
Kilgore College
Kilgore, TXHigh School Diploma -
Hallsville High School
Hallsville, TX06-2020
Skills
- Customer Service
- Leadership
- Computer Skills
- Knowledge of Banking Software
- Microsoft Office
- Ability to Work Under Pressure
- Ability to Work in a Team
- Adaptability
Accomplishments
- Served on the Instant Open and Alloy pilot team in 2025 as part of the first group of employees credit union-wide to implement the new account opening system, Instant Open, and verification system, Alloy. Acted as a resource branch and region-wide to management and Member Service Representatives during go-live and subsequent months for guidance and troubleshooting support. Collaborated closely with Sarah Shelton of Branch Manager Resource Team to develop and refine a new auditing worksheet aligned with the new Instant Open and Alloy procedures for new membership and account opening.
Timeline
Assistant Branch Manager
Eastman Credit Union
02.2025 - Current
Member Service Representative
Eastman Credit Union
05.2023 - 02.2025
Personal Banker
Guaranty Bank and Trust
2021 - 05.2023
Bachelor's Degree of Liberal Arts - Political Science
Texas State University
Dual Credit Hours - No Degree - Dual Credits
Kilgore College
High School Diploma -
Hallsville High School