Experience

Patelco Credit Union

• United States
• Banking
• 700 & Above Employee

• Product Manager, Consumer Lending

  • Jul 2020 - Present

• Branch Manager

  • Aug 2016 - Jul 2020



The Golden 1 Credit Union

• Gilroy, CA

• Branch Manager

  • Dec 2013 - Aug 2016



Wells Fargo Bank

• Service Manager 2 AVP

  • Oct 2007 - Dec 2013

  Directed team members weekly and quarterly peformance reviews to ensure Wells Fargo's standards are met. Coached team member's customer service skills to enhance customer facing time by completing observations daily. Led and managed a successful sales team through huddles, skills practice and coaching sessions. Executed audit tasks to comply with banking and operational regulations and guidelines. Interfaced with customers to optimize financial solutions. Actively recruited and… Show more Directed team members weekly and quarterly peformance reviews to ensure Wells Fargo's standards are met. Coached team member's customer service skills to enhance customer facing time by completing observations daily. Led and managed a successful sales team through huddles, skills practice and coaching sessions. Executed audit tasks to comply with banking and operational regulations and guidelines. Interfaced with customers to optimize financial solutions. Actively recruited and oversaw training for all new branch employees. Implemented annual performance appraisals for all branch staff.

• Service Manager

  • Oct 2006 - Dec 2013

• Personal Banker

  • Feb 2004 - Sep 2006

  Proactively exceeded challenging sales goals through cross-sell and making referrals. Managed customer portfolio, serviced relationships and cross-sell all products and services. Used profiling analysis tools to identify cross-sell opportunities and made outbound calls to increase product per customer ratio. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business.