As the Vice President of Retail and Marketing, I serve as the strategist for the retail branching, eServices, marketing, and business development functions recommending new processes, functions, products and systems that will enhance the member experience, grow the credit union, and increase operational excellence.

As the Director of Branch Services and Business Development, I focus on the daily operations of the retail network to include: member experience, operational process excellence, compliance, business development, production, employee development, and sales. I assure consistency and focus of operations throughout the retail network and I am responsible for creating and sustaining a culture of operational excellence.

I manage and direct a staff of 1 Assistant Branch Manager, 2 Branch Supervisors, and 12 Member Service Representatives and Tellers who provide traditional financial institution needs and various credit union resources including but not limited to New Account Membership, Loan Processing, and Financial Counseling. On a daily basis, I am responsible for ensuring that employees are adhering to SDFCU Personnel and Security Policies and Procedures while practicing sound judgment and providing outstanding member service, to support the credit union strategic initiatives. To effectively manage the branch, I develop and implement daily, weekly, monthly, quarterly, and annual goals for the branch and its employees. I am responsible for auditing member applications, branch cash, and inventory to ensure that all credit union services, functions and activities comply with established policies, procedures, and regulatory requirements and are prepared to fully satisfy all internal control standards. I compile and analyze data to prepare and execute the annual budget. I am responsible for the security and balancing of on-hand cash which averages $700,000 - $1,000,000 daily. I oversee and approve bi-weekly payroll and employee time and attendance records. I conduct staff meetings to disseminate pertinent information, discuss operational methods, and introduce new goals to increase productivity, promote team building and boost employee morale. I facilitate One-on-One staff meetings to delegate authority, increase responsibilities, promote involvement, and provide training to each employee in efforts to strategically coach and guide their career growth. Annually, I review each employee and perform Employee Performance Appraisals.