Operations Manager Branch

Carla Rodriguez

St Cloud Fl ***** 631-***-**** ***********@*****.***

Experienced Financial Center/Branch Manager

PROFILE

Well qualified and results oriented financial professional with over 20 years of successful experience in the industry with the primary role in management/leading. I am a top performer with track record of top-quality service, consistently meeting sales/loan goals. Strength in leading teams, coaching, and developing sales/service skills to branch performance. Self-motivated, tenacious, and dependable.

SUMMARY OF QUALIFICATIONS

Proficiency in computers Communications Skills / Bilingual

Detailed-Oriented Leadership and Decision-Making Skills

Team Player Proficient in Microsoft Office Suites & email

Adaptable/Quick learner Excellent Customer Services Skills

Self-Motivated P & L/Financial Report

Dependable and Enthusiastic Business Outreach Strategies

PROFESSIONAL EXPERIENCE

(July 2022 – Present) BankFlorida, Dade City, FL

Operations Manager/ Executive Assistance

Branch Performance -New accounts, account preservation and deepening with existing and new customers. Branch analytics and Budget maintenance

Customer relationship Management – Oversee large revenue clients while deepened their relationship and provided financial solutions and guidance

Sales and benefits promoter

Small business relation and solutions –Bank Representative and sales educator/support for Treasury Manager (Commercial Online banking solutions) and affiliation maintenance.

Payroll and Employee onboarding, training and development

Branch auditing and compliance – Levied Federal, State and Corporate policies & procedures

Scheduling - operations, event coordination and structure maintenance

Recruiting, hiring, coaching, employee satisfaction and assisted with benefits information and document maintenance.

Supervised facilities, structure upkeep, tenant relationship and served as liaison with maintenance company

Decision making and problem solving and resolution.

Business development & community engagement

Information and communication management. Extensive computer literacy to assist team members with issues and training.

Primary Laison for the organization with the Spanish speaking membership

Served as Executive Assistant to the Market President

(Oct. 2009 – July 2022) Addition Financial Credit Union, Lake Mary, FL

Regional Manager

Responsible for overseeing various branch operations (Osceola Region); training and team motivation

Responsible for membership and lending growth through business connections for region and excellent service

Coordinating deposits and member service functions in accordance with our institutions policies, principles, and procedures

Leadership mentorship, scheduling, coaching and team development within region

Scheduling for efficient administration of employees to ensure outstanding service delivery and optimal production

Processing and cross selling of consumer, RE and Business loans as required

Problem resolution for both employees or member problem

Hiring, structuring and placement of team members to ensure efficiency

Community engagement and Business development

Served as primary representative, developer and designer for our brand to promote and create a stronger relationship with Spanish speaking community

Represented the credit union covering all Spanish speaking TV and Radio interviews, advertisement projects, financial literacies and community outreach events.

Provided consistent reinforcement of company mission and vision to employees and members, supporting the idea of continue improvement

Identify, report and contribute with resolutions of CU challenges, areas of opportunities and new projects. Assist with resolutions as needed, included and not limited to core system changed and CU name changed.

(2009-2019) Addition Financial Credit Union, Lake Mary, FL

(1999-2009) Suffolk Federal CU, Medford NY

AVP/Branch Manager

Managed over 4 branches (each institution) with a variety of teammates ranging from 20-12. Help employees to achieve an increase in deposits, loans and membership growth per quarter by percentage set by Regional Manager.

Implement sales strategies to achieve sales/services goals.

Hiring, Maintain records & Interviewing.

Problem resolution and member satisfaction.

Team member Motivation, training and coaching to provide excellent member service while referring/cross-selling products and services.

Responsible for the cash vault and the cash flow of the branch, as well as daily and monthly balancing.

Business Development & Community Relations

Overseeing and enforcing Rules and Regulations

Perform branch required audits and requirements

Assistant Branch Manager

Managed the operational activities of the branch ensuring compliance in all areas including security and disaster recovery meeting, training, and branch audits.

Motivate and coached staff to reach optimum levels of service.

Implemented quality control business plan.

Supported branch sales efforts of the branch by actively cross selling products/services.

Elevated branch to higher performance standards.

Auditing and enforcing federal and CU regulations.

Head Teller

Supervised over 15 tellers, high balance vault and distribute currency and coins to them, with proficiency forecasting branch currency needs

Problem resolution.

Develop teller schedules and ensure a complement of tellers is available at all time to provide an adequate level of teller service to all members.

Perform monthly audits on drawers.

Train tellers in practices and procedures, including regulatory compliance and credit union policy.

Auditing & BSA training and regulations

College & Virtual Branch Coordinator

Directed, planned and supervised college branches (2 campuses- Selden & Brentwood)

Employee/student assistant selection, hiring, training and coaching.

Responsible for branch marketing and promoting within the school.

Planning and coordinating of college financial education and presentation

Sales, training, coaching, development, reporting and innovate the branch

Branch reporting and business planning

Ensure and create excellent service for our customers

Opening accounts, loan origination, loan underwriting, and product knowledge

Academic Preparation

St Joseph College – BS Organizational Management with Minor Industrial Psychology

CUNA

FL Notary Public

Certified Medallion Signature

Mortgage Officer

IRA expert

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