Assistant Branch Manager

• Oct 2023 - Present

Assistant Manager

• Aug 2022 - Sep 2023

Description: The Branch Assistant Manager partners with the Manager to oversee day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. Ensures member service levels are met or exceeded while partnering with other business units to resolve member issues or grow member relationships. Effectively uses reports to analyze and determine necessary actions to identify gaps in the business and take action to resolve. Achieve staff results by communicating performance expectations; planning, monitoring and appraising job results; coaching, counseling and disciplining employees. Identify, manage and mitigate risk. Maintain and enforce policies, procedures and credit union standards. Achievements: Successful coaching of an employee leading to dramatic increase in performance. Implemented policies/procedures to increase branch operational efficiency. Instrumental in establishing a relationship with the San Diego County Chamber of Commerce directly impacting foot traffic and increased brand recognition. Hosted several in-branch contests that boosted employee morale and increased branch production. Founded a “think group” composed of other Branch Assistant Managers to review policies and procedures relating to operational accuracy to create consistency throughout the region. Show less

Financial Services Representative - MLO

• Aug 2020 - Aug 2022

Description: The Financial Services Representative is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service standards set by the organization. Act as the Mortgage Loan Originator for the branch; answering questions on the types of products offered as well as originating mortgage loans. Achievements: Exceeded auto loan goal by 125% funding over 1.35 million; exceeded real estate goal by 101% funding over 4.28 million; maintained an approved to funded loan ratio of 43%; 17 investment referrals with a 41% penetration; and 36% protection product penetration. Assisted in training three new Member Services Representatives and two new Financial Services Representatives. Show less

Financial Services Representative - Contact Center

• Nov 2018 - Apr 2020

Description: To provide exceptional member service; using Automated Decision Systems, process loan applications and fund loans; establish new memberships and open new accounts. Respond to member inquiries timely and accurately. Actively promote, explain and cross-sell credit union products and services, and actively participate in all promotional/referral programs. Develop, expand, and retain member relationshipsAchievements: Instrumental in creation of policies/procedures to reduce fraudulent applications as well as ways to mitigate risk. Show less

Member Services Representative

• Jul 2017 - Nov 2018

Description: Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions. Offers and cross-sells Credit Union products and services to meet member needs. Effectively responds to member’s questions and/or concerns. Follow procedures pertaining to specific requests such as, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts. Maintain a working knowledge and understanding of all audit and compliance regulations. Show less

Cashier

• Aug 2016 - Jun 2017

• Use excellent guest service skills; • Strong work ethic and integrity; • Learn new technology and enjoy solving problems; • Values learning, growth, development and has interest to cross train and work in other areas of the store; • Quickly and accurately scan and bag all items, handles money and collect payments; and • Use excellent guest service skills; • Strong work ethic and integrity; • Learn new technology and enjoy solving problems; • Values learning, growth, development and has interest to cross train and work in other areas of the store; • Quickly and accurately scan and bag all items, handles money and collect payments; and

Cashier

• Dec 2013 - Dec 2016

Helping with the maintenance and running of the San Diego MESA College Bookstore. Job entails working at the cash register, stocking the supplies on the floor, organizing and maintaining the book area, and providing excellent customer service. Helping with the maintenance and running of the San Diego MESA College Bookstore. Job entails working at the cash register, stocking the supplies on the floor, organizing and maintaining the book area, and providing excellent customer service.

Culinary Operations Host

• Jun 2012 - Mar 2014

Work the cash register, stock fridges, freezers, and stock room, clean carts, make food such as churros, hot dogs, pretzels, etc, and interaction with guests. Work the cash register, stock fridges, freezers, and stock room, clean carts, make food such as churros, hot dogs, pretzels, etc, and interaction with guests.