Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic

Stephanie Perales

South Gate,CA

Summary

Accomplished and results-driven Branch Manager with over 18 years of experience in the financial services industry, specializing in driving sales growth and enhancing member engagement. Expertise in leading high-performing teams within fast-paced environments, consistently recognized for increasing revenue while maintaining efficient and well-organized branch operations. Demonstrated ability to thrive under pressure and exceed performance goals, fostering a culture of excellence and accountability. Eager to leverage leadership skills in a dynamic organization prioritizing professional and personal development.

Overview

19
19
years of professional experience
1
1
Certification

Work History

AVP Branch Manager - Operations Supervisor

First City Credit Union
10.2016 - 07.2025
  • Develop sales cultured team focused on Credit Union strategic plan.
  • Responsible for business development efforts in designated communities, including visits and presentations. Attends and assists Business Development at events.
  • Responsible for the hiring, development, training and motivation of the branch staff.
  • Responsible for planning, directing, organizing and leading the operational activities and staff of assigned branch.
  • Provides training, guidance and coaching of the team in cultivating a sales and service culture. Motivates team to engage in cross-selling activities.
  • Monitor the achievement of set sales targets for the credit union's products and services, while establishing standards to ensure delivery of high-quality service.
  • Ensures that the branch maintains a reputable image as a sound and secure financial institution by adhering to prudent housekeeping procedures, implementing safety measures, and providing a welcoming environment for members. This includes maintaining privacy, confidentiality, and ease of use.

Assistant Branch Manager. Lead Branch Service Rep - Senior Teller

Water and Power Community Credit Union
01.2008 - 01.2016
  • Providing exceptional member service on a daily basis to ensure member satisfaction.
  • Proactively maintaining and monitoring branch monthly goals so that they are met and/or exceeded.
  • Consulting with home loan applicants; gathering needed documentation and notarizing/dissecting proper loan disclosures with applicant.
  • Analyzed and properly approved consumer loan applications that fall within my approving limits, Also provided vast information for loan A officer, if loan fell out of approval range.
  • Maintaining pipeline, So that members are contacted in a timely manner. While distributing sales opportunities between MSR's.
  • Assisted management in coming up with new and fresh ideas to promote productivity on the sales floor.
  • Cross training of staff to help them better execute sales opportunities. As well as help trained new hires on credit union products, services, and procedures.
  • Supervising the teller line, ensuring that our operations floor is ran smoothly and effectively.
  • Support of referring sales opportunities to our Real Estate and Financial Service Departments.
  • Participated in promotional business development events
  • Responsible for ordering and receiving cash delivery, maintaining monthly cash audits of staff, ATM and vault.
  • Performed weekly new account and loan funding audits.
  • Responsible for basic MSR/teller duties
  • Supervised team of up 9 branch employees and made recommendations regarding performance evaluations.

Teller 2

First Entertainment Credit Union
04.2006 - 10.2008
  • Ensures member's request and questions are promptly resolved: including handling issues and research on members accounts
  • Responsible for cash drawer of specified limits, balancing and closing cash drawer on a daily basis.
  • Maintaining inventory of cashier's checks, money orders, receipts, traveler's checking and other negotiable items within the branch.
  • Maintain cash dispense machines; opening, closing and audit procedures.
  • Responsible of monthly teller audits
  • Handled branch vault; audits, selling and receiving of cash
  • Opening and closing accounts, ordering checks, placing stop payments, completed payroll deductions and other authorization forms that are necessary for file maintenance. As well as handling a high volume of teller transactions in a timely manner.

Education

Education/Performance - Music

Mt. San Antonio College
Walnut, CA
08-2003

Skills

  • Compass Fiserv
  • CO-OP Network
  • Digital Insight
  • Entrust
  • Fedline
  • IRA Direct
  • IQQ
  • LexisNexis
  • Meridian Link
  • Microsoft 365
  • Money Gram
  • Powerlink
  • Simplexes
  • Symitar
  • Synergy
  • Superior IRA
  • Teams
  • Verafin
  • VSoft
  • Zelle

Certification

  • Notary Public Commission
  • NMLS
  • Financial Wellness Counselor FICEP

Awards

Best of Downtown Los Angeles Magazine 2021, 2022, 2023, 2024

Timeline

AVP Branch Manager - Operations Supervisor

First City Credit Union
10.2016 - 07.2025

Assistant Branch Manager. Lead Branch Service Rep - Senior Teller

Water and Power Community Credit Union
01.2008 - 01.2016

Teller 2

First Entertainment Credit Union
04.2006 - 10.2008

Education/Performance - Music

Mt. San Antonio College

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