Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic
Robbie Williams

Robbie Williams

Federal Way,WA

Summary

As branch manager, I’ve gained experience in overseeing all aspects of branch operations and leading a team to deliver exceptional customer service. I have a proven track of driving business growth by implementing effective sales strategies, promoting financial products and services to meet customer needs. In addition, I have demonstrated strong leadership skills by effectively managing and motivating a team of employees, fostering a positive work environment, and furthermore promoting professional development. I have a deep understanding of credit union principles & values by remaining committed to upholding the highest standards of integrity, professionalism, and ethical conduct.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Branch Manager

Salal Credit Union
03.2020 - Current
  • Use discretion and independent judgment to manage overall branch sales and service activity to achieve Credit Union sales objectives
  • Provide leadership and direction to coach sales performance to achieve established results in sales goals and service standards
  • Mentor and develop a direct team, managing work allocation, training, problem resolution, performance evaluation, account management, and the building of an effective team dynamic
  • Interview, select, schedule, and discipline members of the sales and service team using appropriate interpersonal management skills
  • Oversee branch operations to ensure compliance with all Credit Union policy, procedures and service standards
  • Responsible for branch internal controls
  • Direct the sales team members to acquire new business using appropriate sales techniques, as well as retaining member business by building relationships and providing quality service.

Senior Personal Financial Representative

Salal Credit Union
08.2019 - 03.2020
  • Contributed to over $900k gross Consumer Loan production within the branch network during the year of 2020
  • Created & implemented a Learning Plan for new hires to adapt to for routine operations, procedural methods, and retail functions that contributed to growth of branch success
  • Ambassador of the Diversity Equity and Inclusion group that promotes inclusion of all employees within Salal Credit Union
  • Accomplishing 4/6 categories on the Performance Summary Report for the year of 2020
  • Those categories included Consumer Loan Origination, Referral Quota, Certificate Production, and Visa Credit Card(s)/Unsecured Lines of Credit production.

Financial Services Representative l

State Employees Credit Union
11.2016 - 08.2019
  • Educate prospective customers on organization benefits, account types and credit union services that are based on their individual need
  • Partnered with various team members and departments to process consumer loan applications to ensure a timely processing cycle
  • Discussed customers financial needs & concerns to find a solution with a focus of customer satisfaction and confidentiality
  • Successfully handled 75-100 daily incoming calls processing tele-transactions of up to $100,000
  • Assisted with assessing property value, evaluating income, and assisted in the process of home loan applications.

Education

Bachelor of Science in Mass Communications -

Fayetteville State University
12.2015

Skills

  • Communication Management Professional (CMP)
  • Certified Public Finance Administrator (CPFA)
  • Certified Turnaround Professional (CTP)
  • Information Security
  • Sales expertise
  • Branch Operations Management
  • Community Networking
  • Project Management

Certification

  • Notary Public
  • NMLS #1905747
  • Equity, Diversity, & Inclusion Ambassador

Affiliations

  • EDI Ambassador; On Behalf of Salal Credit Union

Timeline

Branch Manager

Salal Credit Union
03.2020 - Current

Senior Personal Financial Representative

Salal Credit Union
08.2019 - 03.2020

Financial Services Representative l

State Employees Credit Union
11.2016 - 08.2019

Bachelor of Science in Mass Communications -

Fayetteville State University

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Robbie Williams