Experience

Mission Fed Credit Union

• United States
• Banking
• 300 - 400 Employee

• AVP, Branch Manager II

  • Aug 2016 - Present

  • Oversaw that both operational, and sales production responsibilities were exceeded while faced with strenuous staffing challenges over the past 3 years. • Educated and oversaw the development and growth of 34 separate employees’ while serving as Branch Manager of Poway. • Provided guidance and support to the Poway team, neighboring branches, and members through the fluctuating financial and economic market. • Built and developed teams to deliver exceptional member service, while navigating the strenuous environment of Covid. • Maintained the safety and protection of our team and our members by ensuring that safety protocols are being adhered to consistently. • Pivoted and adapted to the changing needs our branch network by providing resources to other branches and departments to ensure that as an organization we were able to operate effectively. • Promoted a work life culture with a team that is genuinely happy, motivated, and productive. • Diligently developed team growth, proficiency, and professionalism. • Actively engaged in business development activities enhancing member experience and net member growth. • Coordinated and attended several business development events throughout San Diego County. • Frequently contributed and volunteer in community relationship events. • Participated in multiple Poway Unified School District. • Delivered Inspirational Student award to Poway’s own local student and member. • Volunteered and raised money for the Center for Community Solutions. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Financial Center Manager

  • Jun 2005 - Feb 2016

  • Oversaw the efficient operations of financial center policies and procedures, with a continued focus on building revenue growth throughout the course of business. • Analyzed data and implemented risk mitigation tactics. • Oversaw supply inventory, and fulfilled procurement while maintaining budgeting targets. • Managed and updated personnel files to include: job evaluations, training, employee performance, employee coaching, and disciplinary reports. • Strategized, planned, and organized team efforts in order to achieve organizational goals and deadlines. • Identified and executed key deliverables, by diligently directing the scope of the project. • Evaluated employee’s performance for accuracy, efficiency, and contribution rates. • Implemented action plans for identified areas of risks and opportunities for growth. • Complied with cost and budget guidelines through project cost management. • Estimated project budget cost by examining cost of labor, materials, equipment, services, and facilities. • Controlled and executed budget objectives through daily, weekly, and monthly cost analysis evaluations. Tracked and communicated budget information to team members by creating budget reports for review. • Evaluated, complied, and developed established security procedures • Conducted security and risk mitigation inspections • Plan, lead, and instruct security meetings to ensure team member’s comprehension and adherence. • Influenced and maintained exceptional customer service with strong emphasis on our “Preferred and Retail” sectors. • Routinely scored in the 80’s for Retail and 90’s for preferred clientele. Show less



United States Marine Corp

• Combat Engineer

  • Dec 1999 - Dec 2003