Summary
Overview
Work History
Education
Skills
Certification
Timeline
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NICOLE MATA

San Tan Valley,US

Summary

Professional in branch management with strong expertise in operations and team leadership. Skilled in customer service, financial oversight, and staff development. Adept at fostering collaboration and driving results. Reliable, adaptable, and focused on meeting organizational goals.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager

Desert Financial Credit Union
03.2023 - Current

•  Lead and manage the daily operations, sales, service, and performance of multiple retail branches within a designated market area.
•  Build and maintain strong relationships with internal and external stakeholders to enhance collaboration and achieve organizational goals.
•  Coach, develop, and motivate a diverse team, ensuring employee growth and success through consistent training and performance feedback.
•  Oversee compliance with industry regulations through audits, accurate reporting, and proactive retention strategies.
•  Stay well-versed in federal regulations on account security, member confidentiality, and proper loan procedures to ensure all practices align with legal requirements.
•  Resolve escalated member and employee concerns with a focus on delivering excellent customer service and maintaining a positive work environment.

  • Supervised daily branch operations to enhance service quality and member satisfaction.
  • Collaborated with team members to streamline workflow processes and improve efficiency.
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.

Sr. Exp Specialist

Desert Financial Credit Union
12.2021 - Current
  • Delivered prompt, accurate and excellent customer service
  • Adhered to financial service security and audit procedures
  • Informed established members how to benefit from lines of credit, and new accounts.
  • Managed staff while assisting members as a key holder with opening and closing the branch
  • Helped with Branch Audits as an Instant Issue, Retention, Cash Ordering Exc...
  • Reviewed account for Overrides
  • Assessed members financial needs to referral them to the appropriate Desert Financial team member
  • Deescalated Member and Employee situations
  • Effectively couched/trained new Experience Specialist

Teller

Desert Financial Credit Union
11.2018 - 12.2021
  • Creating exceptional customer services
  • Completing daily transactions such as deposits, withdraws, loan payments, transfers
  • Initiate Domestic and international wire transfers.
  • Offering products and services to members the benefits their needs.
  • Assist with maintenance request.
  • Answer members' questions, and provide information on procedures or policies.

Assistant Manager

Sonic Drive In
11.2014 - 02.2019
  • Key holder to the store and managing while General Manager is absent.
  • Ensuring that labor and food cost were down.
  • Ordering inventory every week to stock up on supplies to meet stores needs.
  • Completing monthly / quarterly audits.
  • Finding coverage to meet schedules need.
  • Greeting customers and taking orders by inputting into a P.O.S system.
  • Handling any customer complaints and resolving any issues.
  • Covering positions that was in need of assistance.
  • Training new employees in any position hired in.

Education

High School Diploma -

Dobson High School
Mesa, Arizona
05.2013

Skills

  • Team leadership and employee development
    Exceptional customer service and relationship management
    Regulatory compliance and financial auditing
    Financial management and reporting expertise
    Problem-solving and conflict resolution
    Advanced proficiency in Microsoft Office Suite and financial management software
    Strong communication and interpersonal skills

Certification

  • Notary
  • NMLS
  • Change Management - Change Practitioner
  • Emerging Leaders
  • Leadership Fundamentals
  • Leaders of Others

Timeline

Assistant Branch Manager

Desert Financial Credit Union
03.2023 - Current

Sr. Exp Specialist

Desert Financial Credit Union
12.2021 - Current

Teller

Desert Financial Credit Union
11.2018 - 12.2021

Assistant Manager

Sonic Drive In
11.2014 - 02.2019

High School Diploma -

Dobson High School