director of financial services resume example with 12+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Masterful communicator able to simplify complex data and information through an innate ability to dissect problems, develop solutions, and clearly articulate strategy and execution. Over 20 years leading culture, retail banking, marketing, lending, and operational performance and strategy across the financial industry. Defined expertise collaborating across organizations to enhance service, grow culture, and drive sales growth. I am seeking a leadership role with an organization that values people, promotes innovative passion and will value the combination of flexibility and precision of my skills and the energy of my positive approach.

  • LEADING COURAGEOUSLY THROUGH VISION AND VALUES. Makes decisions and acts in ways consistent with the core values; demonstrates the courage to do what is right despite personal risk or discomfort. Challenges others to make tough choices. Communicates a competing and inspired vision or sense of core purpose and makes the vision shareable by everyone.
  • STRATEGIC AGILITY. Thinks/plans strategically. Understands the organization’s vision, mission, and goals and can articulate to others. Defines/owns vision/purpose and aligns ideas to inspire others to follow. Looks to the future and adjusts strategic actions and goals based on anticipated future state.
  • MEMBER FOCUSED. Seeks and uses first-hand member information to improve products and services; Acts with the member in mind. Is never satisfied; always thinks continuous improvement.
  • COOPERATION AND TEAMWORK. Can inspire and motivate entire units or organizations. Blends people into teams when needed and leverages individuals’ strengths. Can be counted on to exceed goals.
  • DECISION QUALITY. Conveys a sense of urgency for arriving at a decision. Has an opinion, takes a stand. Can build upon others’ ideas and facts to form a better decision.
  • PROBLEM SOLVING. Seeks opportunities for different and innovative approaches to addressing problems while prioritizing urgent issues. Brings issues to closure. Challenges and supports decisions of direct reports through coaching.
  • ACTION ORIENTED. Places a top priority on getting results.
  • ADAPTABLE. Embraces and drives change. Paints a vision for others. Is self-aware of areas of opportunity and strengths.
Education and Training
Mountain West Credit Union Association Cheyenne, WY , Expected in 02/2017 Graduate : Executive Leadership - GPA :
Laramie County Community College , Expected in 05/2014 Associate of Arts : Business Administration - GPA :
MWCUA Peregrine Leadership Institute Cheyenne, WY , Expected in 05/2012 Certification : Organizational Leadership - GPA :
Credit Union National Association Inc. Madison, WI, Expected in 06/2011 Certification : Sales and Marketing Education - GPA :
American Institute of Banking Cheyenne, WY, Expected in 06/2010 Certification : International Business Management - GPA :
Achievement House & Nci - Director of Financial Services
San Luis Obispo, CA, 11/2018 - Current
  • Inspired, coached, and mentored a team of 26 employees to alter strategic mindset and develop action plans to create a differentiated end to end membership experience that has a concentrated focus on surpassing sales and service goals established year over year
  • Engaged as a critical subject matter expert to implement a successful digital upgrade and migration of online banking interface, statements, and website redesign
  • Served as conduit between vendors and executive level stakeholders for successful execution and implementation that continues to lead member adoption of 95% online banking engagement
  • Directed community outreach and business development opportunities for the organization
  • Fostered accountability measures for attendance and participation, leveraging conversational skills to assist with significant expansion of membership for the credit union
  • Spearheaded $60MM in net deposit growth with dedicated structured branch visits while assisting branch employees to propel their key performance indicators to over $52MM direct loan growth for years 2019 through 2022
  • Improved key financial products/solutions for membership resulting in an increase of net member growth and share of wallet
  • Direct oversight of decentralized underwriting policies to ensure risk mitigation to CU while still holding the integrity our values of helping members reach their financial goals and dreams by thoroughly analyzing each member’s unique credit situation and request
  • Through communication and collaboration, achieved a level of synchronicity with all vendor relationships by developing a strategy and roadmap for success, creating KPI establishment and subsequent measurements for the foundation of the relationship’s growth while holding each individual vendor accountable for deliveries of agreed upon matters.
Pnc Financial Services Group, Inc. - Sr. Branch Manager
Cary, NC, 09/2017 - 11/2018
  • Accelerated $23.3MM sales production in net deposit growth for northern Colorado over the span of three quarters, including leadership of various branch dynamics at three additional centers within the Colorado market.
  • Stimulated experience center loan portfolio growth of $25.8MM from October 2017 – November 2018 with various lending solutions. Expanded knowledgebase of employee’s ability to understand members’ needs while balancing a healthy portfolio and mitigating risk.
  • Refined a culture of service accountability by increasing net promoter survey score with over 400 surveys returned: Q4 2017 – 63.21; Q3 2018 – 88.64.
Dynamic Workforce Solutions - Regional Director
Crawfordville, FL, 09/2009 - 08/2017
  • Sparked $200MM in sales production, including leadership of seven various branch dynamics and of 70 employees within the region.
  • Delivered as a project manager for an innovative hybrid incentive module resulting in a 47% increase of loan origination and deposits from prior year budget.
  • Chartered the Branch Service/Culture Teams within each respective branch of the organization, leading to an increase in member/employee engagement levels through the measurements of net promoter surveys and an annual employee engagement survey.
  • Diagnosed an inefficiency within the courtesy pay process. Presented a formalized restructure of the program along with a new lending product, leading to a significant increase of monetary impact in both interest and non-interest income for the credit union.
  • Operated as Blue FCU’s social media administrator, providing a solutions-based approach for its members regarding any complaints/problems.
  • Served as the retail liaison for the credit union through two core conversions in conjunction with a credit union merger, ensuring systems anticipated any member impact along with uniting two sets of organizational cultures into one.
  • Cultivated an environment/culture of connectivity. Attained amplified areas of morale and engagement through annual Employee Engagement Results (2016): Overall Engagement: 4.44/5.00, Team Morale: 9.00/10.00, Satisfaction with Supervisor: 9.73/10.00

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Resume Overview

School Attended

  • Mountain West Credit Union Association
  • Laramie County Community College
  • MWCUA Peregrine Leadership Institute
  • Credit Union National Association Inc.
  • American Institute of Banking

Job Titles Held:

  • Director of Financial Services
  • Sr. Branch Manager
  • Regional Director


  • Graduate
  • Associate of Arts
  • Certification
  • Certification
  • Certification

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