Tyler Rickert
Thompson Falls,MT
Summary
Versatile Branch Manager with Trustage/CUNA Certification in financial consulting and BSA as well as 10+ years cash handling and 5 years leading a team, employee coaching, training and hiring coupled with outstanding time management and conflict resolution skills. Experienced leader with several years of experience overseeing day-to-day operations of branch, promoting and hiring employees and offering exceptional member service.
Overview
10
10
years of professional experience
Work History
Branch Manager II
Whitefish Credit Union
Thompson Falls, MT
03.2015 - Current
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Conducted regular performance reviews for all employees in the branch.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Resolved escalated customer complaints in a timely manner.
- Established strong working relationships with external partners such as vendors and suppliers.
- Coordinated promotional campaigns for new products or services in order to boost sales revenue.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Participated in community events to promote brand awareness.
- Performed regular audits of financial records in order to ensure accuracy.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Education
Trustage/CUNA Financial Advisory Certification
Kalispell, MT04-2024
BSA Certification
Kalispell, MT02-2024
Take The Lead
Kalispell, MT04-2022
Notary Certification
Thompson Falls09-2015
Crescent Valley High School
Corvallis, OR05-2007
BAI Training
OnlineSkills
- Reporting familiarity
- Branch Operations Management
- Operational Reports
- Work Prioritization
- Proficient in Symitar, Meridian Link, etc
- Interviewing and Hiring
- Employee Development
- Shift Scheduling
- Cash Handling
- Financial Advising
- People-oriented
- Relationship Building
- $75,000 Individual Lending Authority
- $150,000 Lending Approval Authority
Timeline
Branch Manager II
Whitefish Credit Union
03.2015 - Current
Trustage/CUNA Financial Advisory Certification
BSA Certification
Take The Lead
Notary Certification
Crescent Valley High School
BAI Training
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