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AREAS OF EXPERTISE
- Team Management/ Leadership
- Project Management
- Business Process Reengineering
- Strategic Marketing
- Vendor Negotiations
- Systems Implementation
- Regulatory and Corporate Compliance
- Business Management & Operations
- Market / Financial Analysis
- Group Discussion / Presentation
- Interpersonal / Client Relations
- Communication Skills
CAREER HIGHLIGHTS
Branch Manager, WaMu/JP Morgan Chase Bank - Atascadero, CA 2008-Present
- Led branch in District each quarter in Customer Service scores; generate
d positive year over year growth in all primary areas of profit and loss branch
accounting even during most challenging time period in financial industry histor
y
Branch Manager, CoastHills FCU - Paso Robles, CA 2007-2008
- Successfully surpassed all branch sales goals since branch launching thr
ough conducting extensive training and implementing personnel performance optimi
zation initiatives
Assistant Manager, Golden1 CU - San Luis Obispo, CA 2006-2007
- Provided needed operational support and intervention as well as manageme
nt support to branch manager
Assistant Vice President / Branch Manager, Banner Bank - Meridian, ID 2005-200
6
- Oversaw overall aspects of the newly-launched branch; boosted branch pro
fitability and growth
- Boosted deposits to $7.2M and consumer loans to $558K within three month
s through executing strategic marketing projects, such as business calling, comm
unity involvement, and staff training
- Offered support and special project assistance to Fairview branch and So
uthern Idaho region from July 2005 to February 2006 by writing customer marketin
g, solicitation letters, and other correspondence
- Authored an employee/benefits letter for the bank president and CEO, whi
ch was distributed to all Banner Bank employees
Assistant Vice President / Branch Manager, Los Padres Bank - Atascadero, CA
1997-2005
- Increased consumer loan production of Atascadero branch, from an average
of $500K annually in 2001 to over $4M annually, through business networking and
calling and developing existing customer base and strategic marketing
- Worked in conjunction with the Branch Administration Department in Janua
ry 2001 to March 2002 to provide branch technical support and special project ma
nagement
- Acted as branch trainer in sales and service; co-taught classes on a mon
thly basis utilizing a bank purchased training program from 2004 to 2005
EARLIER CAREER
Operations Officer, Home Savings of America - CA 1985-1997
Vault Teller / Assistant Officer, Santa Barbara Savings - Camarillo, CA
1982-1985
EDUCATION
Coursework in Business Administration, Ventura Community College - Ventura, CA
Coursework in Anthropology, San Diego State University - San Diego, CA