Branch manager and banking leader with strengths in branch operations, staff coaching, production growth, and member service. Supports sales and lending systems, leads procedural updates and cross-training, and monitors reports and ledgers for audit readiness. Brings hands-on knowledge of Symitar, MeridianLink, loan origination, and high-volume branch performance.
Overview
22
22
years of professional experience
Work History
Vice President, Branch Manager
San Diego County Credit Union
San Diego, California
05.2005 - Current
Managed sales and operations performance for high-volume branch, ranking #1 overall in company production.
Cultivated strong member relations and ensured exceptional service delivery across branch functions, enhancing overall member satisfaction.
Set individual goals and branch targets to support monthly sales objectives.
Provided guidance, coaching, observation, and performance review support for a branch staff of 15.
Facilitated skill development for branch staff, creating pathways for advancement and promoting successful transitions into management positions.
Participated in a BMAC team to enhance and implement new tools and service guides for sales products and resources; collaboration between peers toward achieving a finished product
Lead staff meetings to communicate procedural updates and cross-train employees on credit union products and services.
Coordinated with Learning & Development and IT teams to implement new sales referral program, increasing referral efficiency for credit union staff.