Employee Management:Promote the effective sales and cross sales of products and services at every opportunity by branch staff and on an individual basisMeet or exceed established branch sales goals by developing, implementing and monitoring branch strategic sales initiativesResponsible for setting individual/team sales and referral standards to be implemented with assistance from Supervisory StaffProvide career counseling and approve any staff developmental plan necessaryPrepare and conduct monthly staff performance observations for AVP of Retail ServicesProvide formal approval for all staff evaluations and disciplinary actionsResponsible for interviewing, selecting, and hiring specified branch positionsOverall responsibility for creative and efficient branch staffing and schedulingBranch Operations:Establish annual Metrics and other goals by working directly with the AVP of Retail ServicesConsistently meet or exceed individual goals Manage branch staffing budget/staying within goals establishedResponsible for meeting goals and communicating monthly Metric resultsSupervisory overrides and check approvals as neededFacilitate effective monthly Department DialogsFinal responsibility for overall operation of the branchDevelop and implement annual Branch Business plan and communicate marketing ideasMiscellaneous:Perform Notary Public and Medallion Signature Guarantees as needed.Responsible for the accurate and timely completion of all necessary reports.

Under the Diversity, Equity, and Inclusion (DEI) umbrella the Young Professional Group is designed to inspire other young professionals (or young at heart) through each other’s journey by sharing best practices and experiences. I help support Young Professionals in finding their voice at the table and to instill the empowerment on how they're able to make a difference within their role and department. One of our goals we're charged with is to share the impact young professionals have on the credit union movement and our ability to contribute in our local communities, where we are able to truly make a difference.

Employee Management:Responsible for achieving a member friendly, sales oriented branch atmosphere.Meet or exceed established branch sales goals by developing, implementing and monitoring branch strategic sales initiatives.Responsible for setting individual and team sales and referral standards to be implemented with assistance from Supervisory Staff.Assist the HS Branch Manager with interviewing, selecting, and hiring specified branch positions.Assist the HS Branch Manager in the supervision of the branch employees by overseeing the daily operations of the branch, completing observations, coaching employees and providing input on hiring, terminations and evaluations.Prepare staff evaluations for HS Branch Manager review/approval.Conduct monthly individual dialogs with staff. Provide coaching for employee development.Direct workflow assignments for direct reports (Interns, Member Services Officers I’s, II’s, & III’s).Branch Support/Operations:Perform Safe Deposit Box functions as needed.Perform all duties and responsibilities of a Member Services Officer (MSO) I, II & III as needed.Conduct branch sales or training meetings.Meet goals and communicating monthly Metric results.Resolve problems and assist with complex transactions presented by members or staff.Provide Notary Public services and/or Medallion Signature Guarantees.Maintain ongoing working knowledge of policies/procedures.Overall responsibility for cash ordering & management.Provide ATM Operations assistance in balancing and troubleshootingAdminister supervisory overrides and check approvals.Oversee and assign monthly audits.Oversee and assign the monthly no risk assessment report.Report, monitor & research teller outages.Develop and implement annual Branch Business plan and communicate marketing ideas.Participate in Community Education, Business Development and high school branch events.

Operate and maintain a cash drawer including posting deposits, withdrawals, transfers, loan payments, cashing checks.Consistently met or exceed established sales and loan goals.Open new accounts and close shares according to established procedure.Assist members with account information, rates, products and services.Process wire transfers, stop payments, and cash advances on credit cards.Balance a teller drawer and verify accuracy of posted transactions.Opening and closing supervisorPerform vault dutiesTrain and Develop new team membersPerform transaction overrides and check approvalsResearch and correct outagesPlan and run meetingsConduct branch audits

Operate and maintain a cash drawer including posting deposits, withdrawals, transfers, loan payments, cashing checks.Consistently met or exceed established sales and loan goals.Open new accounts and close shares according to established procedure.Assist members with account information, rates, products and services.Process wire transfers, stop payments, and cash advances on credit cards.Balance a teller drawer and verify accuracy of posted transactions.

Process indirect contracts for accuracy and completeness verifying it meets approval guidelines Receive contracts electronically for review and verify completed loan documents Communicate with Loan Officer that warrant re-evaluation to resolve any issues Contact dealers if there are any problems to get the issues resolved quickly and efficiently Once contracts are verified, process information into our system and fund loans Fund loans within approved leeway’s Open indirect membership accounts, check WatchDog & check systems for account eligibility (Complete follow up on resolving any failures) Maintain an assigned percentage of loans funded per month Assist all lending areas as needed Answer incoming calls for dealer questions and provide information on pending or completed contracts.Complete title work to perfect lien with county tax office

ACCU’s purpose is to provide a collaborative environment for credit union professionals and volunteers to receive education, leadership development, and grow credit union community influence.

FAVE Awards Committee Responsible for helping plan and implement the annual FAVE (Favorite Austin Venture or Enterprise) Awards, the only business awards gala planned by and for the young professional community. Committee members will coordinate the nominations process, award categories, sponsorships, venue selection, silent auction donations, and community outreach.Ambassador Committee Acts as a liaison between the Board of Directors, staff, and members. The committee is responsible for communicating membership needs and assisting members in maximizing their membership. They also provide event support and meet with prospective members.

Keep permanent records that track gross income, receipts and disbursements of the association, including the number of members, and dues collected.Chair the budget committee and prepare the budget for adoption by the association.Handles and tracks all monies collected and or spent by the PTSA.Report expenditures to the membership as they relate to the budget adopted by the association.Maintain continuous and direct communication with the president regarding finances. Advise board members of the status of the treasury and their individual budgets.Maintain PTSA Bank Account, pay all authorized bills (Secretary & President) & act as the primary account signer. Member of the Executive Board.

Assist in establishing and reviewing the campus educational goals and objectives through the annual development of the Campus Improvement Plan, for the purpose of improving student performance for all student populationsAdvise the campus principal on the campus budget, curriculum, staffing patterns, staff development, and school organizationReview annual campus performance objectives developed by the principal, and in support of the District Improvement Plan, specific to the academic achievement of students served on the campusReview and analyze information related to dropout prevention on middle and high school campusesAssist in the development of a teacher handbookAssist in planning for externally funded competitive grantsAdvise in planning for facility changes, improvements, etc.Approve a campus staff development plan*Approve all campus-level incentive plans*Perform other tasks as determined by the campus principalThe Campus Advisory Committee (CAC) are broad, site-based advisory committees that serve exclusively in an advisory role with noted exceptions(*).

Assist in establishing and reviewing the campus educational goals and objectives through the annual development of the Campus Improvement Plan, for the purpose of improving student performance for all student populationsAdvise the campus principal on the campus budget, curriculum, staffing patterns, staff development, and school organizationReview annual campus performance objectives developed by the principal, and in support of the District Improvement Plan, specific to the academic achievement of students served on the campusReview and analyze information related to dropout prevention on middle and high school campusesAssist in the development of a teacher handbookAssist in planning for externally funded competitive grantsAdvise in planning for facility changes, improvements, etc.Approve a campus staff development plan*Approve all campus-level incentive plans*Perform other tasks as determined by the campus principalThe Campus Academic Advisory Committee (CAAC) are broad, site-based advisory committees that serve exclusively in an advisory role with noted exceptions(*).

Assist in establishing and reviewing the campus educational goals and objectives through the annual development of the Campus Improvement Plan, for the purpose of improving student performance for all student populationsAdvise the campus principal on the campus budget, curriculum, staffing patterns, staff development, and school organizationReview annual campus performance objectives developed by the principal, and in support of the District Improvement Plan, specific to the academic achievement of students served on the campusReview and analyze information related to dropout prevention on middle and high school campusesAssist in the development of a teacher handbookAssist in planning for externally funded competitive grantsAdvise in planning for facility changes, improvements, etc.Approve a campus staff development plan*Approve all campus-level incentive plans*Perform other tasks as determined by the campus principalThe Campus Academic Advisory Committee (CAAC) are broad, site-based advisory committees that serve exclusively in an advisory role with noted exceptions(*).

Open new accounts and close shares according to established procedure.Take loan applicationsOpening and closing supervisorPerform vault dutiesSafe Deposit Monitor Train and Develop all new team members (Bedford and Keller branches)Perform transaction overrides and check approvalsConsistently exceed monthly goalsResearch and correct outagesPerform scheduling for the branchPlan and run meetingsConduct branch audits to ensure compliance with company policy and federal regulationsProvide assistance to the Member Service Center remotelyAssist members with account information, rates, products and services.Process wire transfers, stop payments, and cash advances on credit cards.

Manage all applications for membership received via online.Responsible for all VODs received including Social Security Administration and Medicaid verification.Responsible for all electronic transmission (Online Banking, credit union’s main email, Contact Us’, Web Chat, faxes) for the credit union.Serve as back up Member Service Representative I as needed.Serve as expert point of contact for Bill Pay and Mobile/Home BankingPulled and reviewed credit find cross-selling opportunities Ensure proper identification of members using approved security questions prior to releasing information or conducting transactions.Assist current and prospective members via phone with account and/or loan inquires, rate information, products and services, questions relating to accounts, loan payoffs and stop payments, and/or error resolutions after completing any necessary research.Make fee reversal decisions within approved limits and perform various types of transaction requests.Serve as a Credit Union Young Professional via Cornerstone Credit Union League.

Ensure proper identification of members using security PINs or approved security questions prior to releasing information or conducting transactionsAssist current and prospective members via phone with the following:Account and/or loan inquires, rate information, products and services, requests for statements and any other products and services informationQuestions relating to accounts, loan payoffs and stop payments, and/or error resolutions after completing any necessary researchInform existing and prospective members of current promotions and new or updated productsFacilitate debit card requests for ordering, blocking, and travel notificationsPerform various types of transaction requestsUtilizing online account opening: open various types of accounts and/or shares, checking, certificates and other accounts for members, offering products/services in order to increase services per retail householdMake fee reversal decisions within approved limitsExpected to reach and maintain a minimum of 75% success in sales goal referrals and quality assurance monitoringPromote and maintain quality internal service at all times Cultivate relationships with departments and branches to develop a team atmosphere within the organizationAttain and maintain knowledge of all credit union products and servicesParticipate in outside credit union sponsored activities and community/education events to increase credit union awarenessPerform other duties as assigned

Assist the Director and Associate Director Preform administrative tasks for Leadership CenterHandle Public Relations and Marketing for the Leadership CenterMaintain Leadership Center WebsiteAssist all student programs of the Leadership CenterSupport Leadership Center staff in leadership and service program development and implementation.Develop credible, working relationships with a diverse set of stakeholders

Performed administrative tasks for Leadership Center staff Assisted all student programs of the Leadership Center by providing programmatic and administrative support. Assisted the Director and Associate Director in preparing academic courses by researching and preparing course materials. Supported the mission, as well as all policies and procedures of the department and the university. Served as a positive role model and abide by professional standards and ethics.

Operated and maintained a cash drawer including posting deposits, withdrawals, transfers, loan payments, cashing checks.Consistently met or exceeded established sales and loan goals.Open new accounts and closed shares according to established procedure.Assisted members with account information, rates, products and services.Processed wire transfers, stop payments, and cash advances on credit cards.Balanced a teller drawer and verified accuracy of posted transactions.Participated in outside business development and community/education events.Living Well Champion Coordinator for two branches.

Operated and maintained a cash drawer including posting deposits, withdrawals, transfers, loan payments, cashing checks.Consistently met or exceeded established sales and loan goals.Open new accounts and closed shares according to established procedure.Assisted members with account information, rates, products and services.Processed wire transfers, stop payments, and cash advances on credit cards.Balanced a teller drawer and verified accuracy of posted transactions.Participated in outside business development and community/education events.Living Well Champion Coordinator for two branches.

The Austin Police Explorer program is intended to show youth between the ages of 14 and 20 and at a 9th grade level or higher the many career opportunities available in law enforcement.Program training areas include, but are not limited to, patrol tactics, forensics, communications and criminal investigations. Exploring provides experiences to aid young people in their development in becoming responsible and caring adults. The program teaches key skills such as leadership, ethical insight and decision-making.Explorers can also become involved in special events, participate in a ride-along program, travel to different places around the state and nation to participate in competitions and receive scholarships.The Explorer program allows participants to:Develop potential contacts that may broaden employment options.Boost self-confidence and experience success at school and work.Develop physical and mental fitness.Experience positive social interaction.Encourage the skill and desire to help others.Gain a keen respect for the basic rights of others.Help make ethical choices.Acquire leadership skills necessary to fulfill ones responsibilities in society.During my time with the APD Explorers I was promoted to Sergeant , Lieutenant, and Captain.