Luis Ramos
Anaheim
Summary
Dedicated and results-driven banking professional with over 15+ years of experience in financial services, seeking a Branch Manager position where I can lead high-performing teams, drive member engagement, and promote organizational growth through strategic branch operations and exceptional service delivery.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Manager
Orange County's Credit Union
04.2024 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Collaborated with branch manager to meet and exceed metrics within our branch scorecard.
- Successfully supported the Ross team through a branch relocation in late July 2024.
Branch Supervisor
Orange County’s Credit Union
10.2022 - 04.2024
- Provided guidance and support to branch associates in daily operations.
- Strategize with leadership team to drive and deliver on results.
- Supervised, coached, and evaluated associate performance.
- Identified areas of improvement for operational efficiency at the branch level.
- Attend community events to grow the business and promote financial well-being through our products and services.
Branch Supervisor
SchoolsFirst Federal Credit Union
07.2021 - 08.2022
- Supported product knowledge efforts by implementing tailored training plans around Credit Union products and services .
- Hired and onboarded new team members to the organization. Actively observed, coached and built trust with all team members to maintain high levels engagement.
- Actively met with direct reports to review professional development goals, areas of opportunity and current successes.
- Supported the philosophy of People helping People by actively recognizing team members who exhibited behaviors of a servant heart and member advocacy.
Member Service Support - Ambassador Program
SchoolsFirst Federal Credit Union
06.2020 - 07.2021
- Responsible for executing an action plan created for implementing service and culture to our new team members in Sacramento.
- Delivery of constructive feedback, to guide the team on SchoolsFirst level of expectations.
- Coaching for team and management on a regular basis to reinforce World Class Personal Service.
- Delivery of weekly huddles on Serve Values, Mission Statement, SchoolsFirst Style Guide, dress code, SchoolsFirst expectations and Service standards.
- Provide weekly status updates on team participation, team highlights and areas of opportunity.
Branch Supervisor
SchoolsFirst Federal Credit Union
09.2019 - 06.2020
- Managed daily operations within the branch by supporting continuous delivery of excellent Member Service and care.
- Co-facilitated regional calls for the South county region. Topics discussed: Member engagement, Teammember development and best practices on how to be effective leaders during a global pandemic.
- Actively developed action plans with management to elevate our Member Service experience.
- Celebrated empowerment, critical thinking and advocacy at every level.
Member Service Representative II-IV
SchoolsFirst Federal Credit Union
10.2013 - 10.2019
- Assist with escalated Member requests to resolve complex issues and/or address Member concerns.
- Actively coach, train and observe teammembers to build confidence and deliver high quality Member Service.
- Champion change and foster a work environment where all success is recognized and celebrated.
Personal Banker /Relationship Manager
Bank Of America
11.2008 - 09.2013
- Built strong rapport with new and existing customers to better serve financial needs and promote branch loyalty.
- Exceeded sales goals and maintained excelled customer service scores.
- Refer customers to appropriate bank specialist to meet their financial needs.
- Upheld bank security policies and procedures with all conducted business.
Education
Associate of Arts - Communications
Fullerton College
Fullerton, CA06.2012
Skills
- Branch Operations and Risk Management
- Staff Development & Coaching
- Team Leadership & Performance Management
- Member Service & Escalation Handling
Certification
- Management Essentials / LIA Graduate
- Medallion Certified ( while working at SchoolsFirst )
- Notary
- Mortgage SME
Languages
Spanish
Professional Working
Timeline
Assistant Manager
Orange County's Credit Union
04.2024 - Current
Branch Supervisor
Orange County’s Credit Union
10.2022 - 04.2024
Branch Supervisor
SchoolsFirst Federal Credit Union
07.2021 - 08.2022
Member Service Support - Ambassador Program
SchoolsFirst Federal Credit Union
06.2020 - 07.2021
Branch Supervisor
SchoolsFirst Federal Credit Union
09.2019 - 06.2020
Member Service Representative II-IV
SchoolsFirst Federal Credit Union
10.2013 - 10.2019
Personal Banker /Relationship Manager
Bank Of America
11.2008 - 09.2013
Associate of Arts - Communications
Fullerton College
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