Natasha Waltman
Hammond,WI
Summary
Results-driven Branch Manager with several years of comprehensive experience in financial services. Polished in managing branch, promoting, and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.
Overview
16
16
years of professional experience
Work History
Branch Manager III
Affinity Plus Federal Credit Union
Saint Paul, MN
12.2022 - Current
- Provide onsite and remote leadership, motivation, and direction towards accomplishing organizational vision and goals.
- Train and develop leaders/employees to successfully meet role expectations and expertise.
- Ensured compliance with banking policies, procedures, and regulations.
- Provided feedback on employee performance evaluations
- Assisted team members in problem resolution and delivering quality customer service.
- Led weekly discussions with team members to review current initiatives.
- Monitored financial performance of the branch on a monthly basis.
- Managed staff scheduling, hiring and training processes.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Branch Manager
Affinity Plus Federal Credit Union
Saint Paul, MN
12.2015 - 12.2022
- Maintained adherence to relevant policies, procedures, and regulations in banking operations.
- Assisted in various projects and busy seasons across multiple locations.
- Managed staff scheduling, hiring and training processes.
- Conducted regular financial record audits for accuracy.
- Resolved escalated customer complaints in a timely manner.
- Participated in community events to promote brand awareness.
- Instrumental in managing a wide range of responsibilities for the branch, including overseeing customer service operations, human resources management, and executing sales and marketing strategies.
- Conducted regular performance reviews for all employees in the branch.
- Managed and inspired team members to perform to full potential, driving branch profitability.
Assistant Branch Manager
Affinity Health Plan
Minneapolis, MN
11.2013 - 12.2015
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Provided training to new employees on company policies and procedures.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Monitored daily operations and supported Branch Manager in necessary duties.
Member Advisor
Affinity Plus Federal Credit Union
Saint Paul, MN
11.2008 - 11.2013
- Provided guidance to members on how to access and use credit union services, products, and resources.
- Educated members about available services including loans, mortgages, investments and insurance.
- Assisted with account opening processes by verifying information, collecting required documents, and entering data into the system.
- Analyzed customer needs and recommended appropriate financial solutions.
- Conducted financial transactions such as deposits, withdrawals, loan payments, transfers and check cashing.
- Processed loan applications from start to finish including document preparation, review of financial statements, credit checks and closing paperwork.
Education
Some College (No Degree) - General Studies
Saint Cloud State University
Saint Cloud, MNSome College (No Degree) - Leadership
Northwoods Technical College
New Richmond, WISkills
- Work Prioritization
- Excels in team leadership
- Interviewing and Hiring
- Customer Service
- Employee Development
- Training and Development
- Verbal/written communication
Timeline
Branch Manager III
Affinity Plus Federal Credit Union
12.2022 - Current
Branch Manager
Affinity Plus Federal Credit Union
12.2015 - 12.2022
Assistant Branch Manager
Affinity Health Plan
11.2013 - 12.2015
Member Advisor
Affinity Plus Federal Credit Union
11.2008 - 11.2013
Some College (No Degree) - General Studies
Saint Cloud State University
Some College (No Degree) - Leadership
Northwoods Technical College
Similar Profiles
Ashley HuerdAshley Huerd
Mortgage Loan Officer at Affinity Plus Federal Credit UnionMortgage Loan Officer at Affinity Plus Federal Credit Union
Mitchell KannelMitchell Kannel
Portfolio Analyst at Affinity Plus Federal Credit UnionPortfolio Analyst at Affinity Plus Federal Credit Union
Larissa WagnerLarissa Wagner
Member Advisor at Affinity Plus Federal Credit UnionMember Advisor at Affinity Plus Federal Credit Union