Experience

LBS Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Vice President Branch Operations

  • May 2016 - Present

  Charged with the oversight of Branch Operations, Member Investment Services, Branch Facilities, related physical security along with Sales and Service Initiatives. Charged with the oversight of Branch Operations, Member Investment Services, Branch Facilities, related physical security along with Sales and Service Initiatives.



Premier America Credit Union

• United States
• Banking
• 100 - 200 Employee

• Vice President, Retail Delivery - Branches

  • Aug 2015 - Mar 2016

  Responsible for all aspects of the Credit Union’s retail branch network, including oversight of the administration and efficient operation of branches including product sales, member service, business planning, budget and expense controls. Provides overall direction, guidance and support to Regional leaders and staff. Responsible for all aspects of the Credit Union’s retail branch network, including oversight of the administration and efficient operation of branches including product sales, member service, business planning, budget and expense controls. Provides overall direction, guidance and support to Regional leaders and staff.



Orange County's Credit Union

• United States
• Banking
• 100 - 200 Employee

• AVP Retail Branches

  • 2005 - Aug 2015

  Full P&L responsibility for four Retail Branches and one Member Service Center with initiatives in profitability, growth and employee development. The Operations Team includes Front Line Support and Back Office Services to maintain and improve workflow, processes and efficiencies. • On the Implementation Team for a Full Systems Core Conversion (Fiserv XP, Symitar Epysis). • Developed and initiated the new Member Service Center to better serve customers and provide technical support… Show more Full P&L responsibility for four Retail Branches and one Member Service Center with initiatives in profitability, growth and employee development. The Operations Team includes Front Line Support and Back Office Services to maintain and improve workflow, processes and efficiencies. • On the Implementation Team for a Full Systems Core Conversion (Fiserv XP, Symitar Epysis). • Developed and initiated the new Member Service Center to better serve customers and provide technical support for both internal and external customers including Remote Services. • Deployed “Qualifile Decisioning” for screening new members to the credit union. • Deployed Branch Deposit Capture (check imaging) to expand customer services. • In charge of the Procedure Rewrite to formalize and digitize all documentation. • Created and formalized a “goal metrics” system to evaluate Manager performance. • In charge of negotiating contracts – recently negotiated a contract for $12K cost savings. • Successfully abated over $30K in IRS fees. • Renegotiated the credit union’s check printing contract, which will reduce costs by $90K. • In charge of negotiating contracts – recently negotiated a contract for $12K cost savings. Specialized experience includes: • New Member Growth • Check/Loan Penetration • Funded Investments • Member Surveys • Booked to Approved Loan Ratios • Funded Mortgage Loans • Services Per Household • FTP Net Income • Net Promoter Score

• Senior Manager - Retail Operations

  • 2003 - 2005

  • Administered Branch Operations for this 10-branch network. • Improved efficiencies and coordinated process implementations and branch rollouts.

• Branch Manager

  • 1996 - 2003

  • Full P&L responsibility and managed, trained and directed a staff of 14 associates. • Was extensively cross-trained for sales and provided excellent member service delivery.



Great Western Bank

• Financial Services
• 700 & Above Employee

• Branch Manager

  • 1990 - 1996

  • Managed, trained and developed staff to meet branch sales and customer service goals. • Managed, trained and developed staff to meet branch sales and customer service goals.