Experience

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  Strata Credit Union

  • Bakersfield, California, United States

  • Vice President of Sales and Membership

    • Jun 2021 - Apr 2023
    • Bakersfield, California, United States

    Manage $330M in assets, responsibilities include planning, directing, organizing, and controlling the sales performance, quality of services, and daily operational activities of all Credit Union branches. Implement and execute sales leadership processes and plans. Provide coaching to staff. Oversee marketing activities to align with Credit Union sales and growth objectives. Ensure compliance with laws and regulations and established operating policies and procedures of the Credit Union. Work with the President and other Vice Presidents to promote a team approach to management as a member of the Senior Management Team.

• 

  Self-Help Federal Credit Union

  • Central Valley, California

  • Director of Operations/Area Manager

    • Apr 2013 - May 2021
    • Central Valley, California

    Manage $280M operation in financial services, multiple offices, increase sales, increase market share by marketing to local businesses and non-profits. Maintain and cross selling products to current customers and retail merchants. Additional responsibilities include reviewing monthly financial statements, control expenses, increase profitability, manage risk, public & media relations, team building, recruit, train, motivate,direct and staff supervision.

• 

  Tri Counties Bank

  • Bakersfield, California Area

  • Branch Manager

    • Nov 2010 - Apr 2013
    • Bakersfield, California Area

    Manage $35M operation in financial services, multiple office, increase sales, increase market share by marketing to local businesses and non- consumer customers. Maintain and cross selling products to current customers and retail merchants. Additional responsibilities include reviewing monthly financial statements, control expenses, increase profitability, manage risk, team building, recruit, train, motivate, direct and staff supervision.

• 

  Wells Fargo Financial

  • Branch Manager II

    • Jul 2004 - Nov 2010

    Managed $34M operation in Financial Services, increase sales, maintain and cross selling products to current customers and retail merchants. Recruit, train, control expenses, direct and staff supervision.

• 

  FOODSCO

  • CUSTOMER SERVICE MANAGER

    • Jan 1997 - Jun 2004

    Managed high volume store responsibilities entailed directing and supervising personnel, oversight of cash registers and all supporting equipment. Additional responsibilities included staffing, training, inventory control, equipment maintenance, loss prevention, and the highest level of customer service.