Results-driven professional with twenty one years of comprehensive experience in financial services. Polished in managing high traffic branch, promoting and marketing branch products, and successfully coaching team members to exceed branch goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Branch Manager
Neighborhood Credit Union
Kaufman, TX
07.2023 - Current
Develop team members through coaching and training to meet and exceed sales and service standards.
Lead sales training for branch employees.
Meet with team members weekly to review performance and hold team members accountable for their performance and behavior.
Conduct annual performance evaluations.
Review and evaluate reports of branch activities, including loans, deposits, and audits to meet performance objectives.
Identify exceptional talent and make recommendations for advancement or other internal opportunities.
Perform job duties within company bylaws and regulations.
Accept responsibility for the daily operations and overall security of the branch including keys, combinations, documents, records and negotiable items.
Manage expenses within an approved budget.
Serve as a Notary Public.
Receive and respond to member feedback.
Perform many other duties as required to maintain credit union services and operations.
Branch Manager
Credit Union of Texas
DeSoto, TX
10.2013 - 03.2023
Developed team members through coaching and training to meet and exceed sales and service standards.
Lead sales training for branch employees.
Met with team members weekly to review performance and held team members accountable for their performance and behavior.
Exceeded branch sales and service goals.
Conducted annual performance evaluations.
Reviewed and evaluated reports of branch activities, including staffing, loans, deposits, overdrafts, and audits to meet performance objectives.
Identified exceptional talent through the hiring process and made recommendations for advancement, promotion or other internal opportunities.
Demonstrated enthusiastic support of corporate mission and core values. Performed job duties within company bylaws and regulations.
Accepted responsibility for the daily operations and overall security of the branch, including keys, combinations, documents, records and negotiable items.
Managed expenses within an approved budget.
Served as a Notary Public and performed Signature Guarantees.
Received and responded to member feedback.
Performed many other duties as required to maintain credit union services and operations.
Member Relationship Specialist
Credit Union of Texas
DeSoto, TX
10.2006 - 10.2013
Delivered an unexpected experience by consistently providing outstanding service to internal and external members with every interaction.
Uncovered member needs by asking questions and provide solutions to their needs.
Processed requests for memberships, depository accounts, loans, and account maintenance services.
Exceeded established sales and service goals.
Remained up to date on current products, services, and marketing campaigns through attending training, and remaining familiarity of all changes and disclosures.
Remained compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc. as they apply to the duties of the position.
Maintain confidentiality of member information and other sensitive information.
Senior Vault Teller
Credit Union of Texas
Dallas, TX
11.2001 - 10.2006
Maintained accurate teller drawer using high attention to detail while handling member transactions daily.
Supervised tellers to verify compliance with both federal and local regulations.
Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
Complied with vault procedures and controls and cross-trained other staff members in vault processes to verify consistent services.
Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures to protect member and employer assets.
Education
High School Diploma -
Yvonne A. Ewell Townview Magnet Center
Dallas, TX
05.2001
Skills
Character built on integrity and sincerity; relatable
Goal oriented and ability to stay on task in a fast-paced environment
Branch Operations Management
Relationship Building
Ability to consistently coach, mentor, and develop team members
Goal oriented and ability to stay on task in a fast-paced environment
Ability to multi-task and work under the pressure of deadlines
Cognitive thinking, problem-solving skills and sound decision-making
Certification
Notary of Public and Signature Guarantee Certification
Management Succession Plan Program - 2010
Professional Automotive Finance Management Training - 2019