Marlene Martinez
Orange,Ca
Summary
To leverage my strong leadership skills and passion for team engagement to drive employee motivation and productivity as an assistant branch manager, contributing to the overall success and growth of the organization.
Overview
9
9
years of professional experience
Work History
Assistant Branch Manager
Schoolsfirst federal credit union
12.2020 - Current
- Assist the manager by working on assigned projects and by making recommendations to improve branch operations and development
- Assists the Branch Manager with all team member activities related to sales staff including: interviewing, hiring, coaching, and performance management
- Coach and Develop to Drive Results: Assist colleagues in achieving their developmental goals and career aspirations
- Works cooperatively with management to effectively communicate and implement performance standards and service culture
- Work with the Branch Manager to develop strategies and objectives to maximize productivity and leverage expenses
- Assisted with opening of two branch locations: Pico Rivera, CA and Sacramento, Ca.
MSR II, III, IV
Schoolsfirst federal credit union
05.2017 - 07.2020
- Assist the team through escalated Member situations regarding the merger (Schools Financial)
- Identified areas of opportunities for the Branch and conduct trainings based on those findings
- Assisted Branch with department training and leads quarterly meetings with an emphasis on Service and Consultative Service Skills
- Handle teammember questions or concerns and Member escalations
- Conducted frequent meetings and huddles to focus on key drivers and areas of opportunities
- Mentor various teammembers and implement individual development plans for success
- Partner with Branch management to ensure training/activities for the team are fulfilled and focused on teammember career development
- Provide ongoing coaching and counseling to establish performance goals
- Empower teammembers by developing their skills in order to be better service providers to our Members
- Ensure that teammembers are engaged in Credit Union campaigns, establish goals to be achieved that meet organizational objectives, and help the team maintain a positive attitude through motivation during the campaigns
- Providing and ensuring CSS model to our Members and the Team to uphold World Class Personal Service.
CSSR
Wells Fargo
12.2015 - 05.2017
- Open and audit new accounts
- Perform basic teller transactions
- Process loan applications
- Manage and audit cash drawer
- Referred customer inquiries to appropriate bank departments.
Education
MANAGEMENT ESSENTIALS PROGRAM -
SCHOOLSFIRST PROGRAM
01.2021
BACHELOR’S DEGREE-PSYCHOLOGY -
AZUSA PACIFIC UNIVERSITY
01.2017
Timeline
Assistant Branch Manager
Schoolsfirst federal credit union
12.2020 - Current
MSR II, III, IV
Schoolsfirst federal credit union
05.2017 - 07.2020
CSSR
Wells Fargo
12.2015 - 05.2017
MANAGEMENT ESSENTIALS PROGRAM -
SCHOOLSFIRST PROGRAM
BACHELOR’S DEGREE-PSYCHOLOGY -
AZUSA PACIFIC UNIVERSITY