Responsible for all employee training of Community Bank Oversaw the successful transition training for all employees acquired through merger Developed and delivered an extensive Leadership Development Program Collaborated with retail officers to develop training programs for retail staff Served as the administrator for learning management system Conducted needs analysis with all departments and curated relevant training Consulted with Risk Department to curate compliance curriculum

Drove business development through delivery of financial literacy courses for employers Consulted with several State of California departments to determine financial needs of staff Designed and delivered business development workshops for banking centers Managed projects to increase online banking enrollment and branch appointment program Managed annual budget for business development and credit union outreach

Managed all marketing and outreach to diverse communities within the credit union footprint Delivered community financial literacy classes in Spanish Oversaw marketing campaigns targeted to Hispanic communities Curated financial education curriculum to be delivered to community partners Trained managers on how to deliver financial education workshops in Spanish Managed project with Hispanic, Black, and Asian and Pacific Islanders Chambers of Commerce

Responsible for the overall sales performance and training of 20 retail branches Recognized as the top producing area for mortgage referrals and new accounts Led the company in member service scores Hired, mentored, and coached branch managers on sales performance Identified learning gaps and conducted train the trainer sessions for branch management Managed goal setting and business planning for assigned market

Managed bank retail training for Northern Arizona region Provided needs analysis and coached all levels of management regarding sales and service Analyzed sales and service performance and participated in strategic planning to improve results Created and delivered workshops around management skills, sales, and customer service

Developed and delivered technical training for teams using in-person and virtual classroom Consulted with bank leadership and conducted branch observations to assess how learning was being applied and how experience could be enhanced Developed training calendar for new hire tellers and personal banker programs Created and delivered soft-skill training on sales techniques, and customer service

Responsible for sales goals and branch productivity. Recognized as the top producing manager in the state of Utah. Trained and developed new and existing team members. Responsible for all internal controls within a Wells Fargo Branch.