Peggy Mose
Grand Bay,AL
Summary
Dynamic regional leader with a proven track record at PFS Investments, excelling in talent development and strategic execution. Skilled in program management and relationship building, I have successfully enhanced team performance and engagement, driving consistent productivity growth and achieving key organizational goals. Committed to fostering high-performance cultures and ethical compliance.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Regional Leader
PFS Investments
03.2019 - Current
- Lead a regional field force of financial professionals, focusing on talent development, performance coaching, and goal attainment, resulting in expanded team capability and consistent productivity growth.
- Regional leadership role responsible for driving team growth, developing leaders, and achieving strategic goals
- Recruited, trained, and mentored emerging leaders to enhance client relationships and deliver financial education aligned with company standards.
- Facilitated training, workshops, and performance reviews to strengthen professional skills and enhance team engagement.
- Monitored key metrics to identify growth opportunities and provide strategic direction while implementing training and support for team goals.
- Represented the region for company initiatives, facilitating communication and execution of best practices, compliance, and service excellence across multiple markets.
Branch Manager
All In Credit Union
07.2018 - 08.2022
- Increased overall branch sales and loan production by developing effective customer loyalty strategies and incentive programs.
- Proven ability to lead cross-functional teams, build high-performance cultures, and coach others toward measurable success.
- Recruited, interviewed, hired, developed, and mentored financial professionals; built leadership pipeline and succession plans.
- Engaged team members in business processes to enhance morale and drive operational improvements.
- Delivered sales presentations, addressed strategic and tactical operational issues, and implemented risk management strategies to protect company assets.
- Monitored regulatory adherence, risk management protocols, and audit readiness to ensure compliance standards including Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
- Planned and coordinated projects with an emphasis on employee engagement, community partnerships, and operational excellence.
Head Teller / Assistant Branch Manager
All In Credit Union
12.2004 - 07.2018
- Managed quality control and accuracy in teller operations, enhancing branch workflows.
- Supervised and evaluated staff performance, coaching individuals to achieve objectives.
- Conducted staff training and development to align service standards and strengthen operational consistency.
- Balanced employee scheduling to ensure staff readiness for daily operations.
- Collaborated with team members to exceed performance targets and enhance customer experiences.
- Committed to professional growth, equity in education, and creating supportive environments for staff.
Education
BBA - Health Administration
Faulkner University
Montgomery, AL05.2017
Associate of Arts -
Faulkner University
Montgomery, AL05.2015
High School Diploma -
Theodore High School
Theodore, AL05.2002
Skills
- Program management
- Strategic execution
- Goal implementation
- Data reporting
- Organizational systems
- Team leadership
- Training and mentorship
- Relationship building
- Ethics compliance
Certification
- Leadership skills for managers, 2008
- Society for Human Resources Training, 2009
- LSCU Lending School, 2014
- IRA Ascend, Ascensus Training, 2017
- AIDT Leadership Development, 2017
- Pryor Leadership & Management Skills for Women, 2018
- ESCC Leadership, 2019
- LSCU Lending Training Certificate, 2019
- Troy University Leadership 101, 2020
- Disney Institute Leadership, 2021
- CCUFC Financial Counselor, 2021
- Executive Leadership Professional, 2022
Targeted Education Sector Experience
Developed and implemented training programs, coached individuals to achieve personal and group goals, and sustained growth., Monitored key performance indicators (KPIs), provided strategic feedback, and led teams through goal attainment cycles., Facilitated workshops, one-on-one coaching, and group training.
Additional Qualifications
- Proven ability to lead cross-functional teams, build high-performance cultures, and coach others toward measurable success.
- Strong planning, project coordination, and organizational skills with a focus on employee impact, community partnership, and operational excellence.
Timeline
Regional Leader
PFS Investments
03.2019 - Current
Branch Manager
All In Credit Union
07.2018 - 08.2022
Head Teller / Assistant Branch Manager
All In Credit Union
12.2004 - 07.2018
BBA - Health Administration
Faulkner University
Associate of Arts -
Faulkner University
High School Diploma -
Theodore High School