Dynamic leader with over 27 years of experience in the credit union industry. Extensive experience in HR and Member Engagement at TruEnergy FCU, adept in strategic planning, talent acquisition, and fostering a culture of adaptability. Spearheaded a successful core conversion and a 401k overhaul all while retaining staff below a 9% turnover rate. Significantly enhanced member services at TruEnergy FCU. Excels at coaching, mentoring, and driving organizational excellence.
Overview
27
27
years of professional experience
1
1
Certification
Work History
DIRECTOR OF MEMBER ENGAGEMENT AND HR
TruEnergy FCU (Formerly Washington Gas Light FCU)
05.2021 - Current
Director of Human Resources responsible for performing all HR related functions
Director of Member Engagement supervising the Member Services, Call Center and Marketing/Business Development departments creating a cohesive and flexible workforce
Actively participated in monthly Board meetings and Strategic Planning Conferences as one of the members of TEFCU's Executive Leadership Team
Project Lead in system core conversion (FISERV)
Key stakeholder in several projects including a call center phone and online banking conversion
Spearheaded successful 401k conversion
Established and led a Cultural Committee which significantly improved the credit union's culture and energy
Aggressively recruited and hired multiple positions including 3 executive level positions
Improved the credit union's employee evaluation and bonus structure
Successfully retained staff in 2023 with record turnover rates below 8.8%
Successfully completed compensation reviews and pay programs and recommended market adjustments to align staff with competitive salaries
Created and implemented new TEFCU mission, vision and value statements with a staff incentive program
Implemented a staff leave carry-over program
Leadership of 24 staff members
Voice of the Member champion to improve the member experience
Facilitated all monthly employee trainings and managers meetings.
MANAGER OF PEOPLE AND CULTURE
Washington Gas Light FCU
01.2018 - 01.2021
Manager of People and Culture performing all HR related functions
Redesign of Call Center team, adding additional employees and functions, creating a flexible workforce
Established and led a Pandemic Committee which played an essential role in leading the credit union through a global pandemic
Integrated and promoted a remote/hybrid workforce
Successfully launched Employee Engagement and Pulse Surveys with 100% participation and above average scores
Key stakeholder in the credit union's rebranding project in 2019
Spearheaded new employee onboarding process which included an HR orientation and training program
HR COORDINATOR
Washington Gas Light FCU
06.2015 - 01.2018
HR Coordinator performing all HR related functions such as: employee pension activity, group medical plans, flex spending plan, time and leave records, maintain, and update employee files, recruit new hires and interview applicants, process all new employee paperwork, bi-weekly processing of ADP payroll for 20+ employees and handle all termination paperwork
Process yearly dormancy/escheatment activity on members accounts and file the AP1 Form
Member service duties including but not limited to; assisting in the call center, opening and closing accounts, changing addresses, blocking and ordering debit cards, ordering checks, checking mobile capture, etc
Managed inventory and ordered all office supplies for two locations
Coordinated and completed special projects independently as assigned by the CEO.
VARIOUS ROLES AT WASHINGTON GAS LIGHT FCU
Washington Gas Light FCU
09.1997 - 06.2015
Education
HUMAN RESOURCES MANAGEMENT - CAREER TRAINING PROGRAM -
Germanna Community College
Generative AI in Human Resources
LinkedIn Learning
07.2024
HIGH SCHOOL DIPLOMA -
C.D. Hylton High School
06.1996
Skills
Training, Development & Coaching
Benefits & Payroll Administration
Onboarding & Orientation
Operations & Department Re-design
Project Management & Core Conversion Leadership
Strategic Planning & Schedule Management
Staff & Performance Management
Event Planning
Certification
SHRM-CP in progress
Volunteer Experience
ANIMAL FOSTER CAREGIVER, SPCA of Fredericksburg, Fredericksburg, VA, 03/2024, Present
ANIMAL FOSTER CAREGIVER, Operations Paws for Homes, North Chesterfield, VA, 01/2018, Present
William Garner, Retired Board Chair, TruEnergy FCU, (703) 408-6300, Billgarner7@gmail.com
Barbara Basallote-Hook, Vice President Of Finance, TruEnergy FCU, (757) 256-6313, BBasallote-hook@truenergyfcu.org
Timeline
DIRECTOR OF MEMBER ENGAGEMENT AND HR
TruEnergy FCU (Formerly Washington Gas Light FCU)
05.2021 - Current
MANAGER OF PEOPLE AND CULTURE
Washington Gas Light FCU
01.2018 - 01.2021
HR COORDINATOR
Washington Gas Light FCU
06.2015 - 01.2018
VARIOUS ROLES AT WASHINGTON GAS LIGHT FCU
Washington Gas Light FCU
09.1997 - 06.2015
HUMAN RESOURCES MANAGEMENT - CAREER TRAINING PROGRAM -
Germanna Community College
Generative AI in Human Resources
LinkedIn Learning
HIGH SCHOOL DIPLOMA -
C.D. Hylton High School
SHRM-CP in progress
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