Experience

TransPecos Banks, SSB

• Banking
• 1 - 100 Employee

• Senior Vice President, Deposit Operations/Human Resources Officer/Marketing

  • Aug 2016 - Jun 2019

  San Antonio, Texas Work closely with CEO to create a culture for operational excellence that is clearly aligned with organizational values and operating principles. Keep management and the board apprised of any considerations affecting the deposit portfolio and policy. Supports the Bank’s risk management program including the development and maintaining of appropriate policies and procedures. Responds to inquiries regarding policies, procedures, and programs. Coordinate the formulation… Show more Work closely with CEO to create a culture for operational excellence that is clearly aligned with organizational values and operating principles. Keep management and the board apprised of any considerations affecting the deposit portfolio and policy. Supports the Bank’s risk management program including the development and maintaining of appropriate policies and procedures. Responds to inquiries regarding policies, procedures, and programs. Coordinate the formulation, development, recommendation, implementation, and administration of Bank-wide policies, business goals, procedures and practices to ensure compliance and continuously improve standards. Work with the Core Processor and other IT vendors to ensure efficient, accurate and secure data processing for the bank. Participate in Senior Management Committee decisions regarding bank policy and products and procedures. Direct all of the operations of the branches. Deposit Operations duties Responsible for all human resources duties company wide. Show less



Alamo Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Chief Operations Officer/Human Resources Officer/Marketing

  • Jan 2012 - Aug 2016

  San Antonio, Texas Area Participate in asset and liability management bringing the operations, member, and employee perspective to the committee. Build, lead and maintain an effective Operations Team that delivers all financial products with long term profitability and member value as a priority. Develop and utilize market based data to make rate recommendations on deposit and loan products for the CFO and CLO to consider. Build and present the annual Operations budget to the President. Participate in… Show more Participate in asset and liability management bringing the operations, member, and employee perspective to the committee. Build, lead and maintain an effective Operations Team that delivers all financial products with long term profitability and member value as a priority. Develop and utilize market based data to make rate recommendations on deposit and loan products for the CFO and CLO to consider. Build and present the annual Operations budget to the President. Participate in corporate policy development as a member of the senior management team. Represent the company to financial partners, including financial institutions, auditors, public officials and media as needed. Remain up to date on audit best practices and state and federal law regarding deposit operations and retail delivery in branching, call center, internet, mobile e-commerce, and other underdeveloped channels. Develop procedures to optimize the delivery of all products to members balancing retail delivery in branching, call center, internet, mobile e-commerce, and other underdeveloped channels. Build the Alamo FCU Brand consistently with the organizational vision. Oversee the operations department to ensure proper maintenance of all operations systems and function. Ensure maintenance and optimization of appropriate internal controls and operations procedures. Develop and maintain an internal and/or external library of effective mandatory and optional training curricula for the credit union to utilize to meet their accountabilities. Ensure timeliness, accuracy, and usefulness of reporting for federal regulators, employees, members, and the board of directors; oversee the preparation and communication of monthly and annual relevant Operations division reports. Responsible for Human Resources duties BSA/Compliance Officer Ensure legal and regulatory compliance regarding all Operations functions. Train and coach a successful operations department. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Sales & Service Manager II

  • Sep 2004 - Jan 2012

  Manage the teller services function to ensure prompt and efficient transaction processing and the generation of sales through quality referrals. Duties include necessary teller and lead teller functions. Manage level 5 store with 26 tellers and 18 personal bankers Established sales and referral and service goals. Trained and coached a successful service and referral team. #1 in loan and deposit growth Top performing branch in district. Average 6.03 sales PFTE Performed at… Show more Manage the teller services function to ensure prompt and efficient transaction processing and the generation of sales through quality referrals. Duties include necessary teller and lead teller functions. Manage level 5 store with 26 tellers and 18 personal bankers Established sales and referral and service goals. Trained and coached a successful service and referral team. #1 in loan and deposit growth Top performing branch in district. Average 6.03 sales PFTE Performed at gold level in sales and customer service at all times Responsible for effective staff salary administration and rewards Responsible for scheduling staff efficiently to maximize resources and achieve goals Ensured compliance with audit and operational regulations and guidelines. Passed SOCR (internal operations/compliance audit) with a 98% or better at all times Assisted the branch manager with coaching of the bankers on sales and service Opened new accounts and maintained existing relationships, bring in new dollar Responsible for hiring and training new employees Responsible for training other managers within district Ensured staff was in compliance at all times with BSA/CTR/MIL reporting Managed Wachovia merger in North Carolina, Virginia, and Texas Show less



Bank of Lodi

• Vice President, District Operations Manager

  • Jul 2001 - Sep 2004

  Lodi, CA Worked with thirteen financial center managers and employees Ensured an in-depth, comprehensive inspection of processes and controls to determine operational risks. Ensured banking centers were all within budget Audit banking center compliance with federal and state regulations, key bank policies and operational procedures Inspected adherence to bank operations, security controls and regulations Identified audit trends to develop strategies for improved operational… Show more Worked with thirteen financial center managers and employees Ensured an in-depth, comprehensive inspection of processes and controls to determine operational risks. Ensured banking centers were all within budget Audit banking center compliance with federal and state regulations, key bank policies and operational procedures Inspected adherence to bank operations, security controls and regulations Identified audit trends to develop strategies for improved operational performance Conducted financial center visits on a regular basis to ensure all proper policies and procedures were followed by all staff of financial centers Conducted monthly audits and compliance conference call with all thirteen financial center manager Show less