Experience

• 

  Jax Federal Credit Union

  • Jacksonville, Florida Area

  • Branch Manager

    • Jun 2004 - Present
    • Jacksonville, Florida Area

    Branch ManagerResponsibilities: Lead office of five employees to meet all member service representatives goals, keep the branch in balance including normal day to day internal controls, achieve all set loan goals, grow the membership at branch, community involvement, performance evaluations and coaching of staff, policy and procedure development, risk assessment, employee relations, and superior member service• Received 2010 Branch of the year• Exceeded loan goals• Far exceed in quality loop score for member satisfaction every monthFinancial Services OfficerResponsibilities: Originated loans including second mortgages, customer service, reconciled discrepancies with member’s accounts, opened accounts including Individual Retirement Accounts (IRA), and helped maintain all policy and procedures of the credit union• Received 2006 and 2007 Financial Service Officer of the Year for Jax Federal Credit Union• First in Jax Federal Credit Union history to have two one consecutive million dollar sales months • Far exceeded continually in quality service loop• Far exceeded continually on new membership goals• Received 2006 Branch of the YearTellerResponsibilities: Coordinated a myriad of financial transactions, member relations, sales, reconciled discrepancies with member accounts; updated member information, and facilitated interdepartmental communications.