Patrick Balthrop
San Ysidro
Summary
Dynamic Branch Manager at Financial Partners Credit Union with a proven track record in customer relationship management and team leadership. Successfully boosted customer base and enhanced service experience through effective communication and sales techniques. Passionate about driving profitability while fostering a collaborative team environment. Committed to delivering exceptional client relations and achieving organizational goals.
Overview
13
13
years of professional experience
Work History
Branch Manager
Financial Partners Credit Union
San Diego
11.2023 - Current
- Managed daily branch operations and ensured efficient workflow.
- Developed strong customer relationships to enhance service experience.
- Trained staff on company policies and customer service standards.
- Coordinated team schedules to ensure adequate coverage during peak hours.
- Resolved customer inquiries and complaints promptly and professionally.
- Maintained compliance with company regulations and safety protocols.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Conducted regular performance reviews for all employees in the branch.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Disciplined employees to encourage compliance with company policies and procedures.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Financial Service Officer/Personal Banking Officer
Financial Partners Credit Union
San Diego
10.2020 - 11.2023
- Assisted members with account inquiries and transaction processing.
- Educated clients on financial products and services available.
- Processed loan applications and verified member information.
- Adhered to company policies when dealing with customers or resolving issues.
- Provided customer service and support to clients, responding to inquiries in a timely manner.
- Answered phone calls professionally and provided information to callers as needed.
Teller/Universal Service Representative
U.S.E. Credit Union
San Diego
10.2017 - 10.2020
- Processed customer transactions efficiently and accurately at U.S.E. Credit Union.
- Balanced cash drawer daily to ensure accuracy and accountability.
- Promoted credit union products to enhance member engagement and service options.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Barista
Starbucks
San Diego
12.2012 - 09.2017
- Maintained cleanliness and organization of workstations and equipment.
- Provided exceptional customer service to enhance guest experience.
- Assisted in training new team members on procedures and standards.
- Managed inventory levels for coffee and supplies accurately.
Education
Some College (No Degree) - Journalism
Northern Arizona University
Flagstaff, AZSome College (No Degree) - Journalism
San Diego Mesa College
San Diego, CASkills
- Customer relationship management
- Team leadership
- Sales techniques
- Effective communication
- Time management
- Goal oriented
- Client relations
- Organization skills
- Teamwork and collaboration
- Credit evaluation
References
References available upon request.
Timeline
Branch Manager
Financial Partners Credit Union
11.2023 - Current
Financial Service Officer/Personal Banking Officer
Financial Partners Credit Union
10.2020 - 11.2023
Teller/Universal Service Representative
U.S.E. Credit Union
10.2017 - 10.2020
Barista
Starbucks
12.2012 - 09.2017
Some College (No Degree) - Journalism
Northern Arizona University
Some College (No Degree) - Journalism
San Diego Mesa College