Joseph Wallace Email & Phone Number

Bardonia

Dedicated and results-driven Branch Manager at Affinity Federal Credit Union, committed to delivering exceptional financial services and fostering strong community relationships. With a proven track record in branch management, I excel in optimizing operational efficiency, enhancing member experience, and driving sustainable growth. My expertise spans strategic planning, team leadership, and performance management. I am passionate about empowering team members, implementing innovative… Show more Dedicated and results-driven Branch Manager at Affinity Federal Credit Union, committed to delivering exceptional financial services and fostering strong community relationships. With a proven track record in branch management, I excel in optimizing operational efficiency, enhancing member experience, and driving sustainable growth. My expertise spans strategic planning, team leadership, and performance management. I am passionate about empowering team members, implementing innovative solutions, and creating a positive and inclusive environment for both staff and members. Key Responsibilities:🔹Oversee daily branch operations, ensuring compliance with policies and regulations.🔹Develop and execute strategic plans to meet financial goals and enhance branch performance.🔹Lead, mentor, and motivate a high-performing team to achieve individual and collective success.🔹Cultivate strong relationships with members, understanding their needs and providing tailored financial solutions.🔹Drive community engagement initiatives to promote Affinity Federal Credit Union's presence and impact. Show less

Chicago, Illinois, United States

Manage a self-directed trading account withdaily risk totaling $250,000 on margin.Actively trade E-mini Nasdaq-100 and E-mini S&P500 futures electronically using Tradovate & TradingViewImplement various risk management strategies to protect capital and maximize return.Order flow and price action trader focusing on lower time frame trades with higher time frame macro bias.

Briarcliff Manor, New York, United States

Bank Manager Loan Originator NMLS ID: 2079279 • Overseeing the administration and efficient daily operation of a full-service banking office, including operations, lending, product sales, customer service, security and safety in accordance with the company objectives.• Developing new deposit and loan business by providing a superior level of customer service and promoting the sales and service culture through coaching, guidance and staff motivation.• Providing leadership, training and… Show more Bank Manager Loan Originator NMLS ID: 2079279 • Overseeing the administration and efficient daily operation of a full-service banking office, including operations, lending, product sales, customer service, security and safety in accordance with the company objectives.• Developing new deposit and loan business by providing a superior level of customer service and promoting the sales and service culture through coaching, guidance and staff motivation.• Providing leadership, training and development to the entire branch staff through the supervision of the Assistant Branch Manager, Head Teller, and other branch personnel.• Attaining established Bank and branch goals through active participation in sales management programs.• Participating in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities. Show less

Briarcliff Manor, New York, United States

Universal Banker at Trustco Bank

345 N Main Street New City

Licensed Personal Lines Property and Casualty Licensed Life 1051

Orangeburg, New York

Basic Teller Functions and Hello Wallet referrals.

Nyack, New York, United States

Finch Studio Space provided a multi-space multi-room and multi-purpose venue for all services and professionals. Hosting a convention, a meeting, a birthday or gala all needs were met with also 3 dance rooms, 2 meeting rooms, 2 executive rooms and a recording studio with recording booth. The goal of the GM was to fill in all blocked time slots with either in-office events or customer related events for the year through meetings networking and promotions. Also as GM required paying all bills on… Show more Finch Studio Space provided a multi-space multi-room and multi-purpose venue for all services and professionals. Hosting a convention, a meeting, a birthday or gala all needs were met with also 3 dance rooms, 2 meeting rooms, 2 executive rooms and a recording studio with recording booth. The goal of the GM was to fill in all blocked time slots with either in-office events or customer related events for the year through meetings networking and promotions. Also as GM required paying all bills on behalf of the owner access to location banking, prepared the books, fixed all broken items and location needs. Seeked sponsors and school activities to become community involved. Show less

Palisades Mall West Nyack Ny

"All customers are attended to in a clean and friendly environment."

Suffern Ny

Paid intern organization and filing, support, payment.

Bachelor Of Science (Bs), Business/Managerial Economics

High School, Public Policy Analysis, B+

Activities and Societies: Public Policy Classes

High School, Advance Regents Diploma

Activities and Societies: Purple & Gold (Small Omega Psi PHI) Thespian Society Troupe 721 (Drama) VAASA ( Varsity Atheletes Against.

Bachelor Of Business Administration - Bba, Business Administration And Management, General, Junior

Activities and Societies: HOK Capital