Board Member of Family Services, Inc. Poughkeepsie, NY - 2002 to present. Held various officer and committee assignments.
Overview
38
38
years of professional experience
Work History
Vice President of Branch Operations
Hudson Valley Credit Union
10.1995 - 01.2021
Responsible for all areas of branch network operations including, but not limited to human resources, quality, sales, branch growth and compliance with regulations.
Identified opportunities and led teams to improve business process flows, new products/services and productivity.
Participated in organizational strategic planning process. Devised business plans to implement strategic initiatives for retail regions and branches.
Established sales targets and performance goals for each region and outlined processes for achievement.
Mitigated regulatory risks by overseeing adherence to industry regulations.
Attended conferences and Monitored industry trends. Monitored the local and regional competition. and kept current on latest changes and competition in industry.
Created succession plans to provide continuity of operations during leadership transitions.
Branch Manager
Hudson Valley Credit Union
10.1985 - 10.1995
Maintained friendly and professional customer interactions.
Maintained compliance with established procedures and regulations.
Implemented security processes and procedures.
Hired and trained new branch employees.
Maintained compliance with established procedures and regulations
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Branch Accounting Clerk
Hudson Valley Credit Union
10.1983 - 10.1985
Prepared daily, weekly, monthly and annual reports of transaction volumes and branch sales.
Accessed credit reports for branch loan officers to use for loan decisions.
Teller
Hudson Valley Credit Union
10.1982 - 10.1983
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.