Dedicated financial institution management professional with a solid 21 years of experience in the banking and credit union industry. Extensive knowledge of the latest banking regulations, rules, and laws in the state of California. Committed to providing customers with premiere service that exemplifies the financial institution’s culture, mission statement, and core values. An expert in developing high net worth member relationships and referral networks through creative and viable marketing strategies. Competent in customer products and supplementary services available to develop new business, establish lasting banking relationships, and secure strategic alliances. Expertise in cultivating and maintaining key relationships. Skilled at leading and developing a team of individuals focused on service excellence. Consistently ensures compliance with all branch policies and procedures.
State of California Notary Republic, 01/06 - Present, 6 Critical Practices for Leading a Team, 02/21, Crucial Conversations, 02/21, Unconscious Bias, 09/21, Leading at the Speed of Trust, 09/21, 4 Essential Roles of a Leadership, 11/21