Traveil Thompson Email and Phone Number
Long Beach, CA, US
Traveil Thompson's Location
Long Beach, California, United States, United States
Traveil Thompson's Contact Details
Traveil Thompson work email
- Valid
- Valid
- Valid
- Valid
- Valid
Traveil Thompson personal email
n/a
About Traveil Thompson
Retail Service leader with 10+ years of experience in the consumer banking and credit union sectors, renowned for pioneering operational efficiencies and innovative strategies that markedly enhance customer service and branch performance. Expert in leveraging leadership skills to mentor and propel team members toward exceeding financial and membership growth targets. Committed to fostering robust relationships and steering teams through transformative changes that promise sustained organizational success.
Traveil Thompson's Current Company Details
Priority One Credit Union
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Branch Sales Manager
Long Beach, CA, US
- Website:
- priorityonecu.org
- Employees:
- 44
Traveil Thompson Work Experience Details
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Branch Sales ManagerPriority One Credit UnionLong Beach, Ca, Us
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Branch SupervisorUnify Financial Credit Union Nov 2022 - PresentLakewood, California, United StatesAssists Branch Manager with planning and directing operational activities and staff of the branch and members with teller and Member Service duties while providing Superior Member Service.• Implements new strategies to assist Branch when meeting and exceeding Consumer Lending goal.• Consistently meets and exceeds Consumer loan goals by 200% monthly.• Exceeds New membership goals by 120% monthly, with focuses on members bringing new money to Credit Union. • Performs weekly One-On-Ones and Coaching observations minimum 1 per week. Traveil takes the time to sit with team members to walk them through visuals and live transactions.• Conducts Weekly Branch Huddles, to set game plan and discuss Branch and Company updates.• Manages Experian Trigger leads weekly to leverage new opportunities with existing members of the Credit Union. Calls are made daily and a minimum of 15 leads per week based on the members assigned to his designated branch. While Traveil has been very successful with the Experian trigger leads, this is also used as an opportunity to coach other team members, how to make outbound sales calls.• Performs Surprise Monthly Cash Counts on all team members, including Branch Cash counts. Counting all Negotiables, Cash machines, Atm, and Vault.• Load and Balance Atm Weekly• Opens and closes Branch according to Credit Union Procedure.• Traveil steps in to de-escalate and resolve members issues.• Originate and review Real estate and HELOC application. -
Senior Branch RepUnify Financial Credit Union Nov 2021 - Nov 2022Lakewood, California, United StatesAssists Branch Manager and/or Branch Supervisor with planning and directing operational activities and staff of the branch and members with teller and Member Service duties while providing Superior Member Service.• Branch Consumer Lending goal $325k- Traveil being a Consistent Top Performer contributes $400k in consumer lending month to month towards Branch collective goal.• Consistently meets and exceeds Consumer loan goals by 200% monthly.• Exceeded record breaking numbers by funding a total monthly of $714k in Consumer Lending Sales.• Exceeds New membership goals by 120% monthly, with focuses on members bringing new money to Credit Union. • Performs weekly One-On-Ones and Coaching observations minimum 1 per week. Traveil takes the time to sit with team members to walk them through visuals and live transactions.• Conducts Weekly Branch Huddles, to set game plan and discuss Branch and Company updates.• Manages Experian Trigger leads weekly to leverage new opportunities with existing members of the Credit Union. Calls are made daily and a minimum of 15 leads per week based on the members assigned to his designated branch. While Traveil has been very successful with the Experian trigger leads, this is also used as an opportunity to coach other team members, how to make outbound sales calls.• Performs Surprise Monthly Cash Counts on all team members, including Branch Cash counts. Counting all Negotiables, Cash machines, Atm, and Vault.• Load and Balance Atm Weekly• Opens and closes Branch according to Credit Union Procedure.• Traveil steps in to de-escalate and resolve members issues.• Originate and review Real estate and HELOC application.
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Indirect Loan Processor/ Funder IiNuvision Federal Credit Union Feb 2020 - Nov 2021Huntington Beach, California, United States• Receive and audit appropriate loan packets sent from the vehicle dealerships. Research and identify missing information and communicate discrepancies with dealership personnel.• Ability to identify red flags in loan documentation in order to avoid potential fraud• Fund appropriate monies to dealerships with the appropriate administrative fee.• Assist department staff with gathering information and preparation of reports.• Help in other areas within Lending as assigned.• Communicate and interact with department management and staff to provide information on loan status.• Test, review, train, and implement system enhancements.• Track and report System issues• Manage and Review queues from fellow processor/funder team members. -
Consumer Loan Processor/ Funder IiNuvision Federal Credit Union Mar 2019 - Feb 2020Huntington Beach, California• Processes all Direct Consumer loans; Auto, Credit cards, Unsecured Closed and Open Lines of Credit, and Home Equity Lines of Credits (HELOC) loan.• Review documentation to ensure it corresponds with the loan application; Confirms accuracy of member information, conducts a comprehensive review of income verification, loads data in Loan Origination System, and funds in accordance with loan officer’s instructions/stipulations.• Adheres to all auditing procedures designed to document the lending process and provide the proper checks and balances.• Create and review procedures to help guide front line employees.• Provides coaching to front line employees to eliminate loan processing errors.• Process/Release Paper Titles or Lien Releases• Submit Documents to DMV to Perfect Title• Contact Dealer/members for recovery of titles• File/Store Titles in Organized Folders According to States• Manage/Respond to Fulfillment in Department Fulfillment Queue• Follow up on 90 Day Report (For all Titles that have not been Perfected)
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Relationship Manager IiNuvision Federal Credit Union Aug 2018 - Mar 2019Fountain Valley, California• Consult with members to identity needs, refer appropriate products/solutions, an follow up on pending transaction.• Opening & closing all types of deposit and loan accounts (Including HELOCS), posting deposit, withdrawals, and loan/visa payments, performing account transfers, recommending other products and services, and any kind of account maintenance.• Prepare and present reports as requested by branch management.• Universally coaches employees on product knowledge for all aspects of the business, which enables msrs and bankers to have quality conversations to identify and fulfill members financial needs.• Assist with leadership functions in the absence of branch management.• Monitors and tracks daily sales production against MSC goal.• Handles difficult transactions, such as Trust and, Deceased accounts. Ensure proper follow up.• Inputs and processes all consumer loan types: Close-end Signature, LOC, VISA, automobile, Personal, Toy, RV, HELOCS and Other Secured.• Performs a variety of necessary task on behalf of the MSC such as ordering branch supplies, ordering cash for the branch and other operational duties as assigned.• Review prior day issues, complying with new account and loan audit requirement.
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Personal Financial Advisor IiKinecta Federal Credit Union Jan 2017 - Aug 2018Lakewood, Ca.• Ability to perform teller and platform transactions.• Approve overrides, check holds, deposit items, and withdrawal amounts that are above and beyond a Msr and Personal Banker assigned limits.• Provide personal financial counseling, assist with lending services, and build relationships with new & existing members to sustain high satisfaction member experience.• Monitors and tracks daily sales production against MSC goal.• Prepare and present reports as requested by branch management.• Review and recommend changes to Branch procedures to improve efficiencies and exceed member service and sales goals. • Orient and train new MSRs and Personal Bankers, and conduct/oversee operational, service and sales, and compliance training to ensure staff has thorough knowledge of all Credit Union products and services.• Promptly resolve customer service issues and answer financial questions.• Participate in special projects as directed by branch management.• Coach team members to develop sales opportunities and refer members to designated business partners to meet branch and individual member service and sales goals.• Conduct all daily, weekly, monthly, and quarterly operational, transaction, and fraud audits as required by the Credit Union’s audit checklist, and submit final reports to Branch Management.• Assists in cross selling the Credit Union products and services to new and existing members by sharing Best Practices and sales tools with staff members to ensure high quality service and sales results.• Refund/waive fees according to CU policies• Performs a variety of activities on behalf of the members such as processing wire transfers• Guide and Direct activities of Msrs and Personal Bankers in the absence of Branch Manager. -
Personal Financial Advisor IKinecta Federal Credit Union Jan 2016 - Dec 2016Lakewood , Ca.•Respond to new member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis.•Manage assigned member base and proactively uncover additional financial needs through referral and outbound tele-consulting.•Proactively seeks, develops and maintains new business resulting in membership growth, shares, consumer loan, through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups.•Records daily quantity conversation with members and create new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. •Originate, process, and fund all consumer loans (Auto, Motorcycles, Rv, Travel trailers, Secured & unsecured Credit cards, and installment loans.
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Member Services AssociateKinecta Federal Credit Union Jun 2015 - Dec 2015Lakewood, Ca.As a Member Service Associate, I worked within established guidelines to perform a variety of routine teller transaction and platform activities. Having successful performance when it comes to knowledge of cash handling, referrals and sales of products and services. Responsibilities include direct contact with Credit Union members and staff regarding inquiries, product offerings and lead generation.
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Bank TellerWells Fargo Dec 2013 - Jun 2015Lakewood, Ca.• Receives member deposits, loan payments, disburses withdrawals, processes account transfers, verifies transactions, and resolves discrepancies promptly. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Provide overrides to fellow Teller with lower limits.• Resolves member issues or complaints by demonstrating complete knowledge of Bank processes and procedures and/or conducting the necessary research to address member needs. Empowered to make decisions exercising good judgment and balances the best interest of the member and the organizational objectives of the Bank. Responsible for resolving escalated member issues.• Assists the Personal bankers in achieving goals through needs-based referrals, both personally and by training and coaching fellow Tellers to help ensure they are having quality conversations to identify member needs.• Leads morning huddles and evening results debriefs. • Takes complete ownership of every interaction whether it requires a call back or extended research.• Participates in the selection, advancement, or counseling of the Teller staff by providing feedback to the Branch leaders during the interview, performance appraisal and/or disciplinary process.• Informs member of self-service digital options (as appropriate) to make banking easier for them.• Follows policies and procedures to minimize risk.• Maintains a cash drawer, including cash handling and balancing
Traveil Thompson Skills
Friendly Personality
Phone Etiquette
Cooking
Cashiers
Cash Handling Experience
Time Management
People Skills
Food Service
Restaurants
Cash Register
Customer Service
Merchandising
Cashiering
Sales
Food Preparation
Pos
Traveil Thompson Education Details
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Business Administration, Management And Operations -
Cerritos CollegeBusiness Administration, Management And Operations
Frequently Asked Questions about Traveil Thompson
What company does Traveil Thompson work for?
Traveil Thompson works for Priority One Credit Union
What is Traveil Thompson's role at the current company?
Traveil Thompson's current role is Branch Sales Manager.
What is Traveil Thompson's email address?
Traveil Thompson's email address is tt****@****ral.org
What schools did Traveil Thompson attend?
Traveil Thompson attended Csudh College Of Extended And International Education, Cerritos College.
What skills is Traveil Thompson known for?
Traveil Thompson has skills like Friendly Personality, Phone Etiquette, Cooking, Cashiers, Cash Handling Experience, Time Management, People Skills, Food Service, Restaurants, Cash Register, Customer Service, Merchandising.
Who are Traveil Thompson's colleagues?
Traveil Thompson's colleagues are Armando Perez Barajas, Charles R. Wiggington Sr., Juan Ramirez, Susie Sharp, Adriana Gray, Julian Ortega, Mileah Cabading.
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