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