Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Experience Manager II

  • Oct 2010 - Present

  · Generating new accounts by developing and maintaining strong relationships with select employer groups. · Recruiting, hiring, training and developing staff. · Prospecting high-tech companies, strategically offering products and services. · Overseeing staff compliance through audits with all federal, state and local regulations and laws. · Generating new accounts by developing and maintaining strong relationships with select employer groups. · Recruiting, hiring, training and developing staff. · Prospecting high-tech companies, strategically offering products and services. · Overseeing staff compliance through audits with all federal, state and local regulations and laws.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Aug 2007 - Oct 2010

  · Appointed by Corporate to develop and lead trainings for new Managers and Bankers.· Consistently passed store internal audits with exceptional ratings.· Managed the annual operating budget, strategic goals, staffing models and performance standards for the branch.

• Service Manager I

  • Jul 2002 - Aug 2007

  · Recruited, hired, trained and developed a successful service and referral team. · Managed all bank operations to include employee scheduling, customer service transaction processing and account management. · Trained employees on new financial products and promotions, set sales targets and monitored the sales activity throughout the branch.

• Personal Banker

  • Jul 2000 - Jul 2002

  · Managed customer portfolios and cross-sold all products and services to consumer and business customers.· Generated new accounts by strategically developing relationships with consumers and Wells Fargo partners.· Sold financial products and acquired new customers by conducting outbound calls and quickly identifying customer needs.



People's Community Credit Union

• Vancouver, W

• Member Service Representative

  • Aug 1998 - Jul 2000

  · Opened new accounts and processed high dollar transactions quickly and efficiently. · Interpreted company policies and procedures for customers, promptly resolving issues and identifying solutions. · Presented products and services based on assessment of customer needs. · Opened new accounts and processed high dollar transactions quickly and efficiently. · Interpreted company policies and procedures for customers, promptly resolving issues and identifying solutions. · Presented products and services based on assessment of customer needs.



Washington Credit Union

• Seattle, WA

• Member Service Representative

  • Mar 1998 - Jun 1998

  · Developed new accounts and sold financial products to customers. · Processed customer transactions accurately and efficiently. · Maintained high quality member satisfaction by identifying customer needs, problems and solutions. · Developed new accounts and sold financial products to customers. · Processed customer transactions accurately and efficiently. · Maintained high quality member satisfaction by identifying customer needs, problems and solutions.