Ramon Pinelo
Sun Valley ,CA
Summary
Driven Assistant Branch Manager from Premier America Credit Union with a proven track record in enhancing customer satisfaction and portfolio performance. Expert in cash management and creative thinking, adept at cross-selling and risk management. Demonstrated ability to exceed sales goals and streamline processes, ensuring compliance and maximizing efficiency. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
5
5
years of professional experience
Work History
Assistant Branch Manager
Premier America Credit Union
02.2023 - Current
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
- Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised team of six branch employees and made recommendations regarding performance evaluations.
- Developed strategic plans for day-to-day financial operations.
Consumer Loan Supervisor
First Entertainment Credit Union
11.2019 - 02.2023
- Regularly reviewed team performance metrics, identifying areas for improvement and providing targeted coaching accordingly.
- Collaborated with sales teams to develop strategies for increasing loan volume among new customers.
- Monitored market trends to identify opportunities for expanding product offerings or adjusting current products to meet changing demands.
- Assisted in the development of training programs to enhance employee skills and knowledge within the consumer lending department.
- Managed a team of loan officers, providing guidance and support to ensure high levels of productivity and performance.
- Implemented risk management strategies to minimize losses from delinquent loans while maximizing profitability.
- Analyzed credit reports and financial information to make informed lending decisions for consumer loans.
- Complied with established internal controls and policies.
- Developed strategic plans for day-to-day financial operations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Education
Bachelor of Science - Business Administration
California State University - Northridge
Northridge, CA05.2026
Skills
- Customer Service
- Cash Handling
- Creative Thinking
- Cash Management
- Product Promotion
- Cross-selling expertise
- Goal Planning
- Analytical Thinking
- Risk management policies
- Follow-up skills
- Sales proficiency
Timeline
Assistant Branch Manager
Premier America Credit Union
02.2023 - Current
Consumer Loan Supervisor
First Entertainment Credit Union
11.2019 - 02.2023
Bachelor of Science - Business Administration
California State University - Northridge