Credit Union Manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. 12+ year history of success in financial services. Results-driven Branch Manager with 5 years of management experience. Familiar with banking rules and regulations. Friendly professional and dedicated to excellence.
Work History
Branch Manager
ACU of Texas
Santa Fe and League City, TX
2019 - Current
Lead all aspects of branch operations, ensuring adherence to budgets and goals
Analyze financial statements to inform strategic decision-making and address trends or issues
Keep branch staff informed of industry developments, legislation, and credit union policies through effective communication and training
Oversee employee schedules to optimize staffing levels and minimize overtime costs
Drive business development initiatives by networking within the community and participating in special events
Supervise vault transactions, ensuring compliance with security protocols and daily cash balancing
Collaborate with department heads to streamline projects and improve cost efficiency
Ensure branch compliance with policies and procedures, including security measures.
Assistant Branch Manager
ACU of Texas
Santa Fe and League City, TX
2017 - 2019
Progressed through multiple roles, demonstrating adaptability and leadership over an eleven-year tenure
Cultivated relationships with members, offering tailored financial solutions and ensuring operational excellence
Conducted member transactions and processed loan applications with attention to detail and accuracy
Provided professional and courteous service through oral and written communication
Analyzed member financial needs and recommended credit union products and services.
Senior Member Service Representative
ACU of Texas
Santa Fe and League City, TX
2014 - 2017
Progressed through multiple roles, demonstrating adaptability and leadership over an eleven-year tenure
Cultivated relationships with members, offering tailored financial solutions and ensuring operational excellence
Conducted member transactions and processed loan applications with attention to detail and accuracy
Provided professional and courteous service through oral and written communication
Analyzed member financial needs and recommended credit union products and services.
Member Service Representative
ACU of Texas
Santa Fe and League City, TX
2012 - 2014
Progressed through multiple roles, demonstrating adaptability and leadership over an eleven-year tenure
Cultivated relationships with members, offering tailored financial solutions and ensuring operational excellence
Conducted member transactions and processed loan applications with attention to detail and accuracy
Provided professional and courteous service through oral and written communication
Analyzed member financial needs and recommended credit union products and services.
Freelance Public Relations
Seven5 Seven3 Marketing Group
Frisco, TX
2011 - 2012
Managed social media content and crafted press releases, news articles, and blogs
Contributed to website design and content development
Facilitated client communication and provided customer service as a liaison between marketing manager and clients.
Education
Bachelor of Business Administration -
Texas Tech University
01.2010
Skills
Fraud Detection and Prevention
Leadership and Team Management
Communication (Oral and Written)
Microsoft Word and Excel
Problem Solving
Critical Thinking
Organizations
Santa Fe Chamber of Commerce Leadership Class 2023