due at 6pm pacific time

name                                                                         Cell: xxxxxx

address

                                                       

________________________________________________________________



Objective: To obtain an assistant branch manager position in a challenging and growing financial institution, utilizing my proven track record of increasing sales and profitability to contribute to Wells Fargo success.


Experience:


Orange County’s Credit Union, Senior Branch Representative, Santa Ana, CA             11/04-Present
  • Coach and train Tellers/MSRs on sales on all products/services to meet/exceed branch goals, operations, growth and development, policy/procedures

  • Create and facilitate profitable internal branch promotions, focusing on key initiatives to contribute to the bottom line

  • Invested in professional growth of associates, resulting in an increase overall in Payment protection, GAP, MRC, SPHHs, RISD, and Mortgage referrals

  • Assist staff with complicated transactions, overrides, and handling irate members that require supervisor assistance

  • Assist Branch Manager in opening and closing the branch, overseeing audits, sales, coaching, performance reviews, corrective actions, and facilitate branch meetings.

  • Make effective decisions/recommendations, and offer solutions/options for members

  • File disputes for unauthorized and fraudulent activities (ACH, Checks, Debit cards)

  • Process and fund all different types of loans at the branch (personal loans, credit cards, debt consolidations, and auto loans)

  • Open all types of accounts (personal, business, trust, and IRAs)

  • Generated top referrals for affiliated partners (Investment, Mortgage, Dealership, Insurance)

  • Ask probing questions and profile account, striving for a minimum of 5 services per household to strengthen retention

  • One of the credit union’s highest performers in regards to Payment Protection, GAP, and Mechanical Repair Coverage.

Eagle Community Credit Union, Member Service Rep III, Santa Ana, CA                            11/02-11/04
  • Successfully managed a staff of 15 associates

  • Supervised all aspects of operations.

  • Experienced in handling and balancing the vault.

  • Created monthly schedule for branch staff.

  • Balanced weekly and monthly travelers’ checks

  • Knowledgeable in ordering and selling cash shipment.

  • Approved and assisted in underwriting auto loans and personal loans at the credit union level 1 rating.

  • Performed advance research on accounts by identifying and resolving member account problems

  • Processed loan applications, compiled necessary documents, and performed data entry of records

  • Opened all transactions related to new accounts, certificates, and IRAs.

  • Input member transaction requests for account data changes, cash withdrawals, transfers, check withdrawals, loan payments, travelers’ checks, savings bonds, money orders, stop payments, and wire transfers.

  • Accurately answered member questions and delivering exceptional member service regarding products/services, account questions, and credit union guidelines by phone or in person.


Education:


California State University,                                                                           Fullerton, CA

Business Administration                                Concentration: Finance                                   


Garden Grove High School,                          Garden Grove, CA               

Certifications: 

CA Notary License, CPR License, and OCCU University courses and certifications,                          Regional Occupation Program – Business and Office Skills