(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Financial Industry leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to dynamic conditions.

  • Budgeting & Financial Reporting
  • Effective Problem Solving
  • Strong Communication
  • Team Building & Development
  • Employee Training
  • Treasury & Credit Management
  • Financial Analysis & Planning
  • Business Operations
University of Maryland University College Adelphi, MD Expected in 05/2004 Bachelor of Science : Business Administration - GPA :
Work History
Cathay General Bancorp - Financial Center Manager III - Vice President
Las Vegas, NV, 02/2015 - Current
  • Spearhead expansion strategies to increase business market share, drive growth and bring in more new customers by selling valuable products and services based on their financial needs.
  • Determines appropriate level of product pricing including interest rate margins and establishes pricing for client relationships.
  • Supervise daily operations of multi-million-dollar branch operation.
  • Manages Treasury Management relationships on generally sophisticated client relationships.
  • Sells various complex Treasury Management services to business.
  • Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
  • Identified opportunities to improve business process flows and overall departmental productivity.
  • Conducts product training and provides regular updates on Treasury Management services to other departments
  • Conducts sales activities on new prospects and existing clients based on their treasury management needs.
  • Mitigated financial discrepancies by efficiently managing budget.
  • Resolved issues and recommended actions based on production and compliance reports.
  • Increased company growth through effective collaboration with sales and marketing departments.
  • Spearheaded cross-functional initiatives across organization to achieve business goals for bottom-line profits.
  • Drove short-term and advanced promotional planning processes.
  • Identified and solved issues with production, workforce and material sourcing to drive business objectives
Credit Union One Of Michigan - Branch Manager
Grand Rapids, MI, 04/2011 - 02/2015
  • Addressed and resolved member grievances to ensure member retention and satisfaction.
  • Maintained archives of reports using Excel to establish and attend to noticeable budget & audit trends.
  • Collaborated with Financial Center Manager on center financial reporting and financial projections on quarterly and yearly basis –included budget, expense and purchasing reports.
  • Consistently achieved successful branch goals to include over $800,000 in home equity production each year.
  • Served as branch’s liaison in maintaining and acquiring new business relationships in community – otherwise known as “Bank at Work partnerships”.
  • Determined efficacy of materials purchased within center to mitigate overspending within center.
  • Evaluated over 6 employees’ monthly performance to measure success and development – responsible for re-evaluating and holding staff members accountable for goals set to reach milestones at yearly reviews.
  • Recruited, hired, trained, and mentored employees to consistently deliver SECU’s organizational culture and mantras.
  • Ensure quality control over center’s efficiency by review monthly loan audit reports and partnered with Financial Center Manager to alleviate issues and to determine how to prevent them moving forward.
Capital One Bank - Assistant Branch Manager
City, STATE, 07/2001 - 04/2011
  • Ensuring seamless performance of branch sales and service operations.
  • Develop and implement organizational system that significantly enhanced monitoring of branch cash controls and regulatory compliance.
  • Leverage strong presentation and mentoring skills to train, coach, and monitor new staff members Supervise daily branch operations, including teller line, new account, and manage cash vaults.
  • Oversee all areas of branch operations, including customer and staff issues.
  • Identify problems, analyze alternative courses of action and implement effective solutions.
  • Generate weekly reports to branch manager and district executive reflecting branch performance.
  • Maintain complete knowledge of all company policies and procedures to ensure proper procedures are being followed.
  • Conducted independent audits of branch records and activities and prepare varied analyses of branch for management.
  • Recommended corrective actions and suggest improvement when findings arise.
  • Conducted follow-up reviews of financial, operational, or regulatory compliance deficiencies noted during audits.
  • Performed internal audits for other branches as part of audit committee within district and reported to district operations officer.
  • Consistently maintained 120% or better of established production goals.
  • Directed over 5 projects in the past 3 years.
  • Earned Branch Manager and Branch of the year Award in every single year for the past 5 years based on Branch performance metrics.
  • Collaborated with team of 15 in the development of Diversity and Inclusion and other projects across the organization's footprints.
  • Supervised team of 10 staff members.
  • Ranked in the top 10 Branch Managers across organization for 4 consecutive years.

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School Attended

  • University of Maryland University College

Job Titles Held:

  • Financial Center Manager III - Vice President
  • Branch Manager
  • Assistant Branch Manager


  • Bachelor of Science

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