Branch Manager at Upstate Federal Credit Union with a strong work ethic and proven success in enhancing customer satisfaction and reducing employee turnover. Expert in managing branch operations and staff training, driving cross-selling initiatives, and ensuring compliance. Recognized for fostering positive relationships and achieving branch goals through effective communication and collaboration.
Overview
16
16
years of professional experience
Work History
Branch Manger
Upstate Federal Credit Union
04.2019 - Current
Assisted in managing daily branch operations and ensuring optimal customer service.
Supported team in achieving branch goals through effective communication and collaboration.
Participated in training sessions to enhance knowledge of banking products and services.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
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.
Examined customer loan applications for loan approvals and denials.
Submitted loan applications to underwriter for verification and recommendation.
Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Loan Officer
Upstate Federal Credit Union
04.2016 - 04.2019
Evaluated loan applications to determine eligibility for various financing options.
Collaborated with clients to assess financial needs and recommend appropriate loan products.
Managed documentation and ensured compliance with lending regulations and policies.
Developed strong relationships with clients, fostering trust and long-term partnerships.
Teller Associate
Upstate Federal Credit Union
08.2014 - 04.2016
Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
Managed cash drawer, balancing daily transactions to maintain financial integrity.
Assisted customers with account inquiries, providing timely and effective solutions.
Conducted routine audits of cash handling procedures, identifying opportunities for process improvement.
Administrative Assistant
Carolina Florist Supply
03.2009 - 08.2014
Assisted in preparing reports and presentations, contributing to strategic decision-making processes.
Implemented improvements to office procedures, increasing operational efficiency and reducing turnaround times.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Maintained inventory of office supplies and placed orders.
Assistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit UnionAssistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit Union