Experience

POSTCITY FINANCIAL CREDIT UNION

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Officer

  • Mar 2022 - Present



Allied Healthcare FCU

• Long Beach, California

• Business Development

  • Apr 2019 - May 2020

  Responsible for increasing penetration of the credit's union Small Employee Group (SEG) employees and adding new SEGs to the credit unions Field of Membership. Responsible for increasing member penetration of products and services by current SEG's. Act as a liaison with local Community to sponsor and promote Allied Healthcare FCU's strategic growth initiatives. Responsible for increasing penetration of the credit's union Small Employee Group (SEG) employees and adding new SEGs to the credit unions Field of Membership. Responsible for increasing member penetration of products and services by current SEG's. Act as a liaison with local Community to sponsor and promote Allied Healthcare FCU's strategic growth initiatives.



CarMax

• United States
• Retail
• 700 & Above Employee

• Sales Consultant

  • Oct 2017 - Apr 2019

  – Providing exceptional service throughout the customer’s experience. – Communicating effectively both in-person and over the phone to discover the customer’s wants and needs. – Serving as an advocate for CarMax by sharing what makes us the smart choice. – Navigating and using various provided computer programs as selling tools. – Providing exceptional service throughout the customer’s experience. – Communicating effectively both in-person and over the phone to discover the customer’s wants and needs. – Serving as an advocate for CarMax by sharing what makes us the smart choice. – Navigating and using various provided computer programs as selling tools.



Rose Hills Company

• United States
• Individual and Family Services
• 100 - 200 Employee

• Pre Planning Advisor

  • Mar 2016 - Dec 2017

  As a Pre-Planning Advisor I conduct in-home and in-office presentations to educate families on the benefits of pre-planning their cemetery and funeral arrangements. Rose Hills Memorial Park is the largest memorial park in North America, spanning more than 1,400 acres. Please contact me for your free no obligation presentation. As a Pre-Planning Advisor I conduct in-home and in-office presentations to educate families on the benefits of pre-planning their cemetery and funeral arrangements. Rose Hills Memorial Park is the largest memorial park in North America, spanning more than 1,400 acres. Please contact me for your free no obligation presentation.



Contract Worker with Helpmates Staffing Services

• Irvine, CA --- Los Angeles, CA

• MSR at USC Credit Union --- Staff Accountant with L A County DPSS

  • Oct 2013 - Mar 2016

  USC Credit Union --- Engaged in successful business development activities by soliciting new members from across our Field of Membership, developed and maintained a profitable branch by promoting savings and lending activities among members. LA DPSS --- Process CalFresh and CalWORKs reimbursements, as well as rewrite policies and procedures. USC Credit Union --- Engaged in successful business development activities by soliciting new members from across our Field of Membership, developed and maintained a profitable branch by promoting savings and lending activities among members. LA DPSS --- Process CalFresh and CalWORKs reimbursements, as well as rewrite policies and procedures.



CarePoint Federal Credit Union

• Banking
• 1 - 100 Employee

• Member Relations Officer

  • Sep 2012 - Jul 2013

  Retains and expands business relationships by promoting the Credit Union’s products and services to existing and potential members through sponsor visitation and events and promotional campaigns. Develop and coordinate sales activities to expand membership, sustain growth, ensure profitability and attain quality standards. Also responsible for the planning, development and implementation of the credit union’s business development program, which includes acquiring and proactively maintaining Select Employee Groups to increase credit union membership and increasing member product penetration Show less



CONTINENTAL FEDERAL CREDIT UNION

• United States
• Banking

• Business Development Manager--Branch Manager

  • Dec 2003 - Aug 2009

  Develop and maintain a profitable branch by promoting savings and lending activities among members. Engage in business development activities by soliciting new members from our Field of Membership. Maintain close contact with other centralized departments of the Credit Union regarding Operations and Administration. Support out of state offices as directed by Staff Vice President with onsite training session, on-site branch promotions. Develop and maintain a profitable branch by promoting savings and lending activities among members. Engage in business development activities by soliciting new members from our Field of Membership. Maintain close contact with other centralized departments of the Credit Union regarding Operations and Administration. Support out of state offices as directed by Staff Vice President with onsite training session, on-site branch promotions.



ADVANCED NETWORK INC

• Santa Fe Springs, CA

• ATM Technician

  • May 2003 - Oct 2003

  Work with major financial institution to install and maintain the offices Automated Teller Machines. Troubleshoot and diagnose errors on Diebold, IBM, NCR and Fujitsu machines. Assist with the training of new employees. Work with major financial institution to install and maintain the offices Automated Teller Machines. Troubleshoot and diagnose errors on Diebold, IBM, NCR and Fujitsu machines. Assist with the training of new employees.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Sales and Service Manager – Financial Specialist

  • Oct 2000 - Mar 2003

  Licensed Insurance and Fixed Annuity Representative. Responsible for the development of new business requirements, an annual business plan, as well as an annual budget plan for the branch office. Insure the proficiency on the $54 million retail office while proactively providing quality customer service to the clientele. Assisted the Branch Manager with the following tasks; quality customer service, customer retention, staff management, expense control, and risk management. Licensed Insurance and Fixed Annuity Representative. Responsible for the development of new business requirements, an annual business plan, as well as an annual budget plan for the branch office. Insure the proficiency on the $54 million retail office while proactively providing quality customer service to the clientele. Assisted the Branch Manager with the following tasks; quality customer service, customer retention, staff management, expense control, and risk management.



First Federal Bank of California

• Banking
• 1 - 100 Employee

• Assistant Branch Manager Fairfax office

  • Aug 1994 - Apr 1999

  Work closely with the Accounting Department to ensure that the branch office is within Budget. Oversee the time sheet of the staff of 10 to ensure staff is within the scheduled hours allotted. Responsible for office quality customer service, physical security, audit integrity, and deposit growth. Work closely with the Accounting Department to ensure that the branch office is within Budget. Oversee the time sheet of the staff of 10 to ensure staff is within the scheduled hours allotted. Responsible for office quality customer service, physical security, audit integrity, and deposit growth.



Great Western Bank

• Financial Services
• 700 & Above Employee

• Assistant Branch Manager Beverly Hills Offices

  • Jul 1984 - Sep 1994