David Ruiz
Tucson
Summary
Experienced branch manager with a track record of improving operational efficiency, driving growth, and fostering team collaboration. Recognized for adaptability to changing needs and effective problem-solving skills. Demonstrated expertise in strategic planning, delivering exceptional customer service, and overseeing financial operations. A reliable leader focused on achieving results and empowering teams to reach their full potential.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Branch Manager
Tucson Federal Credit Union
08.2022 - 12.2024
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Member Advocate III
Tucson Federal Credit Union
12.2021 - 08.2022
- Contributed to a positive work environment by cooperating with colleagues and maintaining open lines of communication across departments.
- Educated members on available resources and services, increasing their engagement with the organization.
- Participated in regular team meetings, sharing insights gained from daily interactions with members to benefit overall operations.
- Consistently met or exceeded performance metrics related to response times, issue resolution rates, and overall customer satisfaction scores.
- Managed escalated cases effectively, working closely with supervisors to ensure successful outcomes for all parties involved.
- Streamlined communication channels for increased efficiency in handling member inquiries and requests.
- Worked closely with other departments as needed to resolve cross-functional matters impacting members'' experiences positively.
- Developed strong relationships with members, fostering trust and loyalty to the organization.
- Improved response times by optimizing workflow processes within the Member Advocate role.
- Identified potential risks or conflicts within member accounts, taking proactive measures to prevent future complications.
- Maintained up-to-date knowledge of industry trends and best practices, adapting processes as needed to deliver exceptional support services for all members.
Member Advocate II
Tucson Federal Credit Union
01.2020 - 12.2020
- Consistently met or exceeded performance metrics related to response times, issue resolution rates, and overall customer satisfaction scores.
- Maintained detailed records of all interactions, allowing for easy reference and improved follow-up on outstanding matters.
- Developed strong relationships with members, fostering trust and loyalty to the organization.
Member Service Representative
Tucson Federal Credit Union
01.2019 - 12.2019
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
Teller
Tucson Federal Credit Union
07.2018 - 12.2018
- Referred customers to other banking departments for specialized services.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained friendly and professional customer interactions.
Sales Advisor
Dun & Bradstreet
01.2012 - 06.2018
- Increased sales by establishing rapport with customers and identifying their needs.
- Increased sales by offering advice on purchases and promoting additional products.
- Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
- Listened to customer details and offered matching solutions to meet wide range of requirements.
Education
High School Diploma -
A.P.E.X High School
Tucson, AZ05-2006
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Excellent work ethic
- Coaching and mentoring
- Strong team-builder
- Verbal/written communication
- Business development
- Goals and performance
Accomplishments
- Received the “Top Performer Award” for exemplary performance and recognition for being top performing branch
- Received the “Leadership Award” for demonstrating exceptional leadership qualities and team development
- Repeatedly received recognition from superiors for excellence in service.
Certification
- Notary Public
- NMLS Licensed
Languages
Spanish
Professional Working
Timeline
Branch Manager
Tucson Federal Credit Union
08.2022 - 12.2024
Member Advocate III
Tucson Federal Credit Union
12.2021 - 08.2022
Member Advocate II
Tucson Federal Credit Union
01.2020 - 12.2020
Member Service Representative
Tucson Federal Credit Union
01.2019 - 12.2019
Teller
Tucson Federal Credit Union
07.2018 - 12.2018
Sales Advisor
Dun & Bradstreet
01.2012 - 06.2018
- Notary Public
- NMLS Licensed
High School Diploma -
A.P.E.X High School
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