Results-driven Branch Manager with expertise in branch operations management and customer service, enhancing member engagement while driving operational efficiency.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Branch Manager
OE Federal Credit Union
07.2017 - Current
Led branch operations, ensuring compliance with credit union policies and regulations.
Established strong relationships with members, enhancing engagement and satisfaction levels.
Analyzed financial reports to identify trends and drive improvements in branch profitability.
Managed staff performance through regular coaching, training sessions, and performance evaluations.
Led branch operations, ensuring compliance with credit union policies and regulations.
Fostered a collaborative team environment that encouraged innovation and shared best practices.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Complied with regulatory guidelines and requirements.
Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Member Service Representative
OE Federal Credit Union
Fresno, CA
10.2002 - Current
Resolved member issues efficiently, maintaining a high standard of service quality and responsiveness.
Assisted members in account inquiries and transaction processing to enhance customer satisfaction.
Educated members on credit union products and services, increasing product awareness and usage.
Collaborated with team members to streamline operational processes, improving service delivery times.
Helped large volumes of customers every day with positive attitude and focus on customer satisfaction.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Maintained high-quality service by adhering to company policies and standards in all member interactions.
Processed account transactions accurately, ensuring proper documentation and timely processing.
Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
Processed new account applications, ensuring accuracy and compliance with company policies.
Assisted clients in selecting appropriate account options based on individual needs and preferences.
Evaluated loan applications to determine creditworthiness and risk factors.
Advised clients on suitable lending products based on individual financial needs.
Developed strong relationships with borrowers, providing exceptional customer service and fostering trust throughout the lending process.
Processed loan applications and monitored progress from start to finish.
Education
No Degree - Business Management
Fresno City College
Fresno, CA
Skills
Branch operations management
Customer service
Customer relationships
Team supervision
Strong team-builder
Coaching
Attention to detail
Time management
Team collaboration
Collaborative worker
Accomplishments
Received the “[Name] Award” for exemplary performance and recognition for handling the largest account in the company.
Successfully closed an average of [Number] loans per month.
Certification
California Life, Accident & Health Insurance License