Robert Trick, Ccufc

Robert Trick, Ccufc Email and Phone Number

Branch Manager @ Logix FCU | Banking Expert @ Logix Federal Credit Union
Robert Trick, Ccufc's Location
Santa Clarita, California, United States, United States
Robert Trick, Ccufc's Contact Details

Robert Trick, Ccufc personal email

Robert Trick, Ccufc phone numbers

About Robert Trick, Ccufc

Dedicated Branch Manager with a 15+ year track record in financial services, specializing in driving growth, fostering exceptional member experiences, and empowering communities. At Logix Federal Credit Union, I've consistently led high-performing teams to achieve outstanding results, while also actively championing financial literacy and education initiatives.Committed to making a positive impact, I've been involved in various community outreach programs, providing workshops, seminars, and one-on-one counseling to help individuals and families build a stronger financial foundation. My passion for financial education stems from a belief that everyone deserves the opportunity to achieve their financial goals.Let's connect to discuss how I can assist you in reaching your financial aspirations and making a positive difference in your community.

Robert Trick, Ccufc's Current Company Details
Logix Federal Credit Union

Logix Federal Credit Union

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Branch Manager @ Logix FCU | Banking Expert
Robert Trick, Ccufc Work Experience Details
  • Logix Federal Credit Union
    Branch Manager
    Logix Federal Credit Union May 2019 - Present
    Valencia, Ca, Us
    Responsible for directing and managing all sales, member experience, service, and operations activities for the Bridgeport Branch in Santa Clarita, CA. Ensures member relations are strengthened through the efficient delivery of high-quality, personalized sales and a memorable service experience. Ensures compliance with all applicable laws, regulations, and policies.
  • Banc Of California
    Vice President, Multi-Branch Manager
    Banc Of California Aug 2018 - May 2019
    Los Angeles, California, Us
    Since 1941, Banc of California (NYSE:BANC) has provided full-service banking and home lending to individuals and their businesses, families and employees throughout California and across the West.Today, we are large enough to meet our clients’ banking needs, yet small enough to care and serve them well. Banc of California’s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success.Banc of California’s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success.Banc of California is recognized by Forbes Magazine as one of America's Best Banks and is one of the fastest-growing banks in America.The VP Branch Manager is responsible for the administration and efficient daily operation of a full service branch office, including operations, audit & compliance, product sales, customer service, cash control, security, and safety in accordance with the company’s objectives. Ensures the performance of all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
  • Banc Of California
    Vice President, Relationship Manager
    Banc Of California Jan 2018 - Aug 2018
    Los Angeles, California, Us
    Since 1941, Banc of California (NYSE:BANC) has provided full-service banking and home lending to individuals and their businesses, families and employees throughout California and across the West.With over $10 billion in assets, Banc of California is the only full-service, midsize bank focused exclusively on California. We help our clients grow their businesses, purchase a home, create jobs, transform neighborhoods, enrich communities and empower their dreams. By supporting community organizations that provide financial literacy and job training, small business support and affordable housing, we help to grow our state’s economy and build a more positive and inclusive future for Californians.Banc of California is recognized by Forbes Magazine as one of America's Best Banks and is one of the fastest-growing banks in America.The Vice President, Relationship Manager is responsible for:• Developing and managing a portfolio of primarily commercial/business clients ranging from complex credits to deposit only relationships. Acting as lead negotiator with prospects & clients.• Growing revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue.• Providing financial advice to clients and identifying and selling appropriate bank products and services to those prospects and clients.• Building strong relationships with referral sources, centers of influence, etc.• Structuring credits jointly with Loan Portfolio Managers.
  • Banc Of California
    Vice President, Branch Manager
    Banc Of California Jan 2017 - Jan 2018
    Los Angeles, California, Us
    Since 1941, Banc of California (NYSE:BANC) has provided full-service banking and home lending to individuals and their businesses, families and employees throughout California and across the West.Today, with $10.0 billion in assets and over 100 banking and lending locations, we are large enough to meet our clients’ banking needs, yet small enough to serve them well.Banc of California’s strong balance sheet, deep community roots and commitment to lasting and meaningful relationships are the foundation for its long record of success.Banc of California is recognized by Forbes Magazine as one of America's Best Banks and is one of the fastest-growing banks in America.The VP Branch Manager is responsible for the administration and efficient daily operation of a full service branch office, including operations, audit & compliance, product sales, customer service, cash control, security, and safety in accordance with the company’s objectives. Ensures the performance of all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.
  • Union Bank
    Branch Manager, Assistant Vice President
    Union Bank Sep 2015 - Jan 2017
    San Francisco, Ca, Us
    Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel. Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff. Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate.
  • Union Bank
    Senior Relationship Banking Manager, Avp
    Union Bank Sep 2014 - Sep 2015
    San Francisco, Ca, Us
    Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention.
  • Union Bank
    Senior Relationship Banker
    Union Bank Aug 2012 - Sep 2014
    San Francisco, Ca, Us
    Reporting to the Branch Manager, develop new and existing business and consumer banking relationships by proactively soliciting new business from prospective clients and by contacting present clients to retain and expand banking relationships, to meet or exceed assigned monthly goals. Accountable for customer satisfaction and retention.
  • U.S. Bank
    Senior Banker
    U.S. Bank Jan 2011 - Aug 2012
    Minneapolis, Mn, Us
    The In-Store Banker at our U.S. Bank In-Store branches breaks the mold of what it means to be a banker. Focusing on sales and service, In-Store Bankers open accounts, handle teller transactions, sell and cross-sell bank products and services, and solve customer questions and concerns with warmth and a collaborative spirit. In-Store Bankers build relationships with customers based on trust, recommending financial solutions based on each customer’s unique goals and needs. In-Store Bankers may be required to travel locally, serving customers throughout their community at various In-Store branches.
  • Mission Valley Bank
    Customer Service Representative
    Mission Valley Bank Jan 2010 - Jan 2011
    Los Angeles, California, Us
    Mission Valley Bank knows that being an outstanding bank requires both knowledge and delivering superior service to our customers. Every day we perform with an uncompromising commitment to the highest customer service standards. We seek talented and proven individuals who share these standards to join our team.
  • Wells Fargo
    Customer Service & Sales Representative
    Wells Fargo Jan 2008 - Jan 2010
    San Francisco, California, Us
    Personal Bankers at Wells Fargo are focused on building lifelong relationships with customers, both consumers and small businesses. Successful bankers demonstrate a genuine interest in their customers and ask questions to understand what’s important to them and how Wells Fargo can help meet their financial needs. Personal Bankers develop strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs. Personal Bankers are able to present options to customers about ways to make their banking easy and convenient, while ensuring the needs of the customer always come first.

Robert Trick, Ccufc Skills

Small Business Lending Commercial Banking Loans Commercial Lending Credit Banking Retail Banking Mortgage Lending Credit Analysis Cross Selling Lines Of Credit Cash Management Branch Banking Financial Analysis Branch Management Financial Institutions Risk Management Cash Flow Loan Origination Small Business Customer Service Mortgage Banking Deposits Real Estate Sales Trade Finance Refinance Home Equity Lines Of Credit Home Equity Loans Relationship Management Financial Risk New Business Development Nmls Licensed Investments Treasury Services Portfolio Management Banking Relationships Sba Wealth Management Community Banking Business Development Management Consumer Lending Public Speaking Credit Risk Series 63 Leadership Analytical Skills Presentations Time Management Coaching Communication Information Technology Business Strategy Online Social Networking Commercial Mortgages Mentoring

Robert Trick, Ccufc Education Details

  • Pepperdine Graziadio Business School
    Pepperdine Graziadio Business School
    Entrepreneurship
  • Kaplan University
    Kaplan University
    Investments And Securities
  • College Of The Canyons
    College Of The Canyons
    Business
  • Valencia High School
    Valencia High School
    High School
  • Bts
    Bts
    Building High Performance Teams
  • The Center For Leadership Studies
    The Center For Leadership Studies
    Situational Leadership: Building Leaders
  • Bts
    Bts
    Coaching For Branch Leaders

Frequently Asked Questions about Robert Trick, Ccufc

What company does Robert Trick, Ccufc work for?

Robert Trick, Ccufc works for Logix Federal Credit Union

What is Robert Trick, Ccufc's role at the current company?

Robert Trick, Ccufc's current role is Branch Manager @ Logix FCU | Banking Expert.

What is Robert Trick, Ccufc's email address?

Robert Trick, Ccufc's email address is rt****@****ail.com

What is Robert Trick, Ccufc's direct phone number?

Robert Trick, Ccufc's direct phone number is +181676*****

What schools did Robert Trick, Ccufc attend?

Robert Trick, Ccufc attended Pepperdine Graziadio Business School, Kaplan University, College Of The Canyons, Valencia High School, Bts, The Center For Leadership Studies, Bts.

What are some of Robert Trick, Ccufc's interests?

Robert Trick, Ccufc has interest in Social Media, Technology, Reading, Health, Networking, Children, Volunteering, Education, Environment, Mentoring.

What skills is Robert Trick, Ccufc known for?

Robert Trick, Ccufc has skills like Small Business Lending, Commercial Banking, Loans, Commercial Lending, Credit, Banking, Retail Banking, Mortgage Lending, Credit Analysis, Cross Selling, Lines Of Credit, Cash Management.

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