Experience

Vantage West Credit Union
• United States
• Banking
• 300 - 400 Employee
• Financial Center Manager I

  • Aug 2023 - Present


Alliance Bank of Arizona

• United States
• Banking
• 100 - 200 Employee

• Sr. Branch Operations Manager

  • May 2022 - Aug 2023

  • Takes a leadership role in the market by supporting other managers and branches, leading weekly leadership calls, reviewing policy and procedure, and suggesting and implementing changes• Embraces change and innovation, leading the way for other teams and creating training• Supports all WAB branches by helping with various projects including updating the New Hire Teller program, training new employees (managers, bankers, and tellers), improving processes, and creating checklists to ensure proper procedures are followed• Provides supervision and support to all areas of branch operations; oversees activities of tellers, new accounts, and other operations personnel; opens and closes the branch. • Ensures branch profitability by managing behaviors of the team• Reinforces Five Star Service by example and accountability• Conducts weekly and quarterly employee check ins to continue to develop team. • Ensures audit compliance and procedure quality control • Coaches and trains branch staff on sales outreach to ensure branch goals are met and exceeded • Assists in business development activities and solicitation of new business • Works closely with Relationship Managers and other departments to ensure customer needs are identified and meet from start to finish• Develops lasting relationships with business owners both locally and throughout the Country to support their business• Processes, solves, and answers complex customer transactions, problems, or inquiries. Show less

• Branch Operations Manager

  • Feb 2021 - Aug 2023

  • Takes a leadership role in the market by supporting other managers and branches, leading weekly leadership calls, reviewing policy and procedure, and suggesting and implementing changes• Embraces change and innovation, leading the way for other teams and creating training• Supports all WAB branches by helping with various projects including updating the New Hire Teller program, training new employees (managers, bankers, and tellers), improving processes, and creating checklists to ensure proper procedures are followed• Provides supervision and support to all areas of branch operations; oversees activities of tellers, new accounts, and other operations personnel; opens and closes the branch. • Ensures branch profitability by managing behaviors of the team• Reinforces Five Star Service by example and accountability• Conducts weekly and quarterly employee check ins to continue to develop team. • Ensures audit compliance and procedure quality control • Coaches and trains branch staff on sales outreach to ensure branch goals are met and exceeded • Assists in business development activities and solicitation of new business • Works closely with Relationship Managers and other departments to ensure customer needs are identified and meet from start to finish• Develops lasting relationships with business owners both locally and throughout the Country to support their business• Processes, solves, and answers complex customer transactions, problems, or inquiries. Show less



JP Morgan Chase Bank N.A.

• India
• 1 - 100 Employee

• Branch Manager

  • Mar 2018 - Jan 2021

  • Managed several branches of diverse sizes during the COVID-19 crisis while managing my own team from a distance • Supports the Market by leading workshops, conference calls, organizing volunteer opportunities and being the Market Digital Expert• Brings out the best in the branch employees by providing training, coaching, and motivation• Promotes a strong controls environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures, and processes• Creates branch-specific strategies to grow the business• Works with partners, including financial advisors and home lending advisors, to grow investments• Improves revenues and expenses and grows the business, while exceeding customer expectations• Educates clients on how to use our digital platforms to bank and invest when, where and how they want• Builds partnerships with local businesses to build brand in local market area through strong community involvement• Backs up all branch positions as needed• Runs daily and weekly meetings with branch staff and partners • Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs• Created an environment that influences the use of technology to meet the customers’ needs of today and the future.• Market DIGI Guru- Leads meetings and calls with all branch DIG Guru’s Show less

• Private Client Banker

  • Jan 2017 - Mar 2018

  • Participates in leadership duties as needed when manager is not present• Assists with completion of monthly ICSC activities and ensures collateral compliance as Collateral Champion • Mentors new Bankers• Shares the value of Chase Private Client with clients that may be eligible• Actively manages banking relationships through an advice-based approach and ensuring each client receives the best products, services for his or her needs• Partners with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs • Makes the lives of customers easier by sharing and setting up self-service options • Adheres to policies, procedures, and regulatory banking requirements Show less

• Relationship Banker

  • Apr 2015 - Jan 2017

  • Participates in leadership duties as needed when manager is not present• Assists with completion of monthly ICSC activities and ensures collateral compliance as Collateral Champion • Mentors new Bankers• Shares the value of Chase Private Client with clients that may be eligible• Actively manages banking relationships through an advice-based approach and ensuring each client receives the best products, services for his or her needs• Partners with Specialists (Private Client Advisors, Mortgage Bankers, and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs • Makes the lives of customers easier by sharing and setting up self-service options • Adheres to policies, procedures, and regulatory banking requirements Show less



Old National Bank

• United States
• Banking
• 700 & Above Employee

• CSR II

  • Feb 2012 - Apr 2015

  • Performs management duties in the absence of the manager• Trains and Mentors employees, Leads Weekly Sales Meetings• Works with Business Partners • Outbound sales calls• Matches customers with bank products to fit their needs• Maintains and Audits Safe Deposit boxes• Assists with Branch Audits• Vault and Teller duties• Process Wire Transfers• Provides Notary services for bank customers • Solicits and processes Home Equity lending applications

• Vault Teller

  • Jan 2008 - Feb 2012



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• In-Store Banker 2

  • Mar 2007 - Sep 2007

  • Responsible for opening and closing Branch • Matches customers with bank products to fit their needs; Checking, Savings, Cd’s Consumer and Small Business Loans; Lines of credit and Credit Cards • Process’ Wire Transfers, Provides Notary services for bank customers • Outbound calls, Mailers, Aisle prospecting, Business visits and College Campus visits • Responsible for opening and closing Branch • Matches customers with bank products to fit their needs; Checking, Savings, Cd’s Consumer and Small Business Loans; Lines of credit and Credit Cards • Process’ Wire Transfers, Provides Notary services for bank customers • Outbound calls, Mailers, Aisle prospecting, Business visits and College Campus visits

• Personal Banker 2

  • Aug 2005 - Dec 2006

  • Responsible for opening and closing Branch • Matches customers with bank products to fit their needs; Checking, Savings, Cd’s Consumer and Small Business Loans; Lines of credit and Credit Cards • Process’ Wire Transfers, Provides Notary services for bank customers • Outbound calls, Mailers, Aisle prospecting, Business visits and College Campus visits • Responsible for opening and closing Branch • Matches customers with bank products to fit their needs; Checking, Savings, Cd’s Consumer and Small Business Loans; Lines of credit and Credit Cards • Process’ Wire Transfers, Provides Notary services for bank customers • Outbound calls, Mailers, Aisle prospecting, Business visits and College Campus visits



Von’s

• United States
• Medical Practices

• Customer Service

  • Sep 2004 - Jul 2005

  Assisted with scheduling for department Processed Returns, Answered phones Lottery sales, Western Union Transactions and Money Order sales Checked and prepared Dry Cleaning drop offs Assisted with scheduling for department Processed Returns, Answered phones Lottery sales, Western Union Transactions and Money Order sales Checked and prepared Dry Cleaning drop offs