Peggy Wyman

Financial Wellness Partner at Patelco Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area
Skills

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5.0

/5.0
/ Based on 2 ratings
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tim saavedra

Peggy was a wealth of knowledge, support and fun at Sonoma Bank. Being very green in banking, I needed a knowledgeable mentor to help me learn. Peggy has great grasp of bank sales, operations and management. What’s more, working with her was fun. Even in stressful situations, we had a great time serving customers and growing the bank.

Gary Bradley

:Peggy knows her stuff. Very helpful to me with banking situations, always going the extra mile to 'make things right'.

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Credentials

  • Certified Credit Union Financial Counselor (CCUFC)
    Credit Union National Association
    Jun, 2022
    - Nov, 2024

Experience

  • Patelco Credit Union
    • United States
    • Banking
    • 700 & Above Employee
    • Financial Wellness Partner
      • Jan 2020 - Present

      I am delighted to be a part of Patelco Credit Union, member owned and focused on members needs and financial health. A financial institution that truly cares about members.

    • Certified Credit Union Financial Counselor (CCUFC)
      • Jan 2020 - Present

  • Aramark Uniform Services
    • United States
    • Facilities Services
    • 700 & Above Employee
    • Account Executive
      • Jan 2016 - Jan 2020

      Account Executive with Aramark Uniform Services, innovating the everyday! We enhance your everyday customer and employee experience, making it easier for you to run your business. Account Executive with Aramark Uniform Services, innovating the everyday! We enhance your everyday customer and employee experience, making it easier for you to run your business.

  • Summit State Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • VP & Branch Relationship Manager
      • Jul 2012 - Dec 2015

      Develop and maintain relationships with existing clients and cultivate new business relationships, as well as general overall management of the branch offices. Represent Summit State Bank by participating in civic and community functions. Most importantly provide excellent customer service in every interaction with clients and non-clients in and out of the branch. Develop and maintain relationships with existing clients and cultivate new business relationships, as well as general overall management of the branch offices. Represent Summit State Bank by participating in civic and community functions. Most importantly provide excellent customer service in every interaction with clients and non-clients in and out of the branch.

  • Sonoma Bank
    • AVP & Branch Manager
      • Jan 2011 - Jun 2012

      Branch Manager at Sonoma Bank in West Petaluma. Branch Management, Business Development, Consumer and Commercial Lending. Build and retain relationships, represent the bank at community and B2B functions. Branch Manager at Sonoma Bank in West Petaluma. Branch Management, Business Development, Consumer and Commercial Lending. Build and retain relationships, represent the bank at community and B2B functions.

  • Bank of the West
    • United States
    • Banking
    • 700 & Above Employee
    • VP & Branch Manager
      • Sep 2000 - Jul 2011

      Branch Manager and VP: Senior officer in branch. Responsible for thirteen employees, sales, marketing and representing bank in community activities, commercial and consumer lending, excellent at building and maintaining customer relationships and providing excellent customer service, meeting branch sales and investment goals by coaching and mentoring employees, profitability of branch (Two time Presidents Club Winner and Recipient of The Spirit of Sonoma County Award, Two time Chairwomen of RP Chamber, Founding member of Women in Business Program for the RP Chamber and currently a Steering Committee member, Previous Board Member (Treasurer) of Rotary Club of Rancho Cotati and previously RP-Cotati Rotary Club, Vice President for BNI (Business Networking International) Show less

Education

  • Work Experience

Community

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