Summary
Overview
Work History
Education
Skills
Certification
Community Service
Timeline
Generic

Kristin O'Brien

Alvin,TX

Summary

Seasoned Branch Manager with background in steering operations and driving growth. Leveraged leadership skills to enhance team performance, customer satisfaction, and bottom-line results in previous roles. Possess strong strategic planning and problem-solving abilities, coupled with proficiency in customer relationship management, sales strategy implementation, and staff development. Successfully boosted branch productivity by optimizing processes and cultivating high-performing teams.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Branch Manager

Moody National Bank
Galveston, TX
08.2022 - Current
  • Ensured compliance with policies, procedures, and regulations governing banking operations.
  • Implemented internal control procedures to minimize risks and enhance profitability.
  • Developed strategies to boost customer satisfaction and loyalty.
  • Coordinated promotional campaigns for new products to increase sales revenue.
  • Performed regular audits of financial records to confirm accuracy.
  • Maintained monthly monitoring of branch financial performance metrics.
  • Organized professional development programs for all staff levels.
  • Resolved escalated customer complaints in a timely manner.
  • Participated in community events to promote brand awareness.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Monitored financial performance of the branch on a monthly basis.
  • Assisted other branches when needed during peak periods or special projects.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Identified opportunities for process improvement initiatives within the branch.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Planned work schedules to maintain adequate staffing levels.

Branch Manager

Smart Financial Credit Union
Missouri City, TX
08.2018 - 01.2022
  • Led and developed a high-performing team through effective training, coaching, and performance management.
  • Delivered exceptional service to member-owners, consistently upholding the credit union’s brand values.
  • Analyzed and prepared detailed reports to identify trends and support strategic decision-making.
  • Ensured full compliance with regulatory standards through best practices in operations and audits.
  • Managed daily branch operations, including cash handling, transaction accuracy, and security protocols.
  • Set and monitored sales and service goals, driving performance through coaching and motivation.
  • Built strong relationships with members and the local community, promoting financial products and services.
  • Resolved escalated customer concerns with professionalism and empathy.
  • Collaborated with senior leadership to implement new initiatives and improve branch performance.
  • Managed staffing schedules, performance reviews, and recruitment to maintain productivity and morale.
  • Actively engaged in community outreach, representing the credit union at events and workshops.

Assistant Branch Manager

Smart Financial Credit Union
Sugarland, TX
08.2014 - 08.2018
  • Assisted the Branch Manager in overseeing daily branch operations and achieving sales goals.
  • Trained and mentored new and existing employees to ensure high performance.
  • Scheduled and conducted time-sensitive audits to maintain compliance.
  • Managed cash operations including balancing all cash on hand.
  • Pulled and analyzed financial and operational reports.
  • Worked directly with business and commercial clients to provide tailored financial solutions.
  • Supported initiatives to improve customer satisfaction and team collaboration.

Relationship Banker

BBVA Compass
Alvin, TX
01.2008 - 08.2014
  • Provided personalized financial guidance and identified opportunities to cross-sell banking products including checking, savings, money market accounts, loans, and credit cards.
  • Referred customers to investment specialists based on financial goals and maintained compliance with sales guidelines and regulatory standards.
  • Built trust and rapport through proactive communication, personalized follow-up, and exceptional customer service.
  • Educated customers on digital banking services, assisted with troubleshooting, and promoted adoption of online tools.
  • Collaborated with branch team to share success stories, align on goals, and consistently achieve sales targets.
  • Supported teller staff with operational transactions including cash handling, deposits, withdrawals, and payments.

Education

High School Diploma -

Penn Foster High School
Scranton, PA
05-2007

Skills

  • Team leadership and coaching
  • Strategic planning and goal setting
  • Customer relationship management
  • Branch operations and compliance
  • Financial analysis and reporting
  • Community engagement
  • Mentorship and staff development
  • Conflict resolution and problem solving
  • Clear communication and emotional intelligence
  • Process improvement
  • Sales growth and revenue generation
  • Integrity and reliability
  • Attention to detail
  • Trusted advisor
  • Verbal/written communication
  • Project management
  • Performance reviews
  • Safety protocol
  • Upselling and cross selling

Certification

  • Leadership Training Program with Smart Financial
  • Leadership Development Program – Financial Women in Texas

Community Service

Active participant in Financial Women in Texas Conference., Mentor for new branch managers, supporting leadership development., Engaged in local community events and financial literacy workshops., Active member of the Galveston Chamber of Commerce, Volunteer for Meals on Wheels, Financial Literacy educator at local women’s Shelter, READ Houston with Houston Independent School District

Timeline

Branch Manager

Moody National Bank
08.2022 - Current

Branch Manager

Smart Financial Credit Union
08.2018 - 01.2022

Assistant Branch Manager

Smart Financial Credit Union
08.2014 - 08.2018

Relationship Banker

BBVA Compass
01.2008 - 08.2014

High School Diploma -

Penn Foster High School

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