July 2025 - Present

Drive branch growth through a blended leadership and marketing strategy. While overseeing daily operations, compliance, and member service standards, I prioritize creative outreach and brand positioning to elevate performance.

Lead and develop branch staff with clear performance expectations that align to sales and growth objectives.

Design and execute localized marketing and business development campaigns to increase brand visibility, deepen community presence, and generate new memberships.

Cultivate partnerships with local businesses, organizations, and community groups to drive referrals and loan opportunities.

Consult with members to understand financial needs and guide them toward tailored Coastline FCU solutions.

May 2024 - March 2025

Directed branding, marketing strategy, community engagement, and business development.

Led marketing department of a $285M credit union with 20K+ members and led cross-functional teams.

Collaborated with internal departments (e.g. lending, operations, accounting, etc.) to ensure alignment of marketing strategies with business priorities.

Oversaw all communications, sponsorships, digital marketing, vendor and project management.

Strengthened community engagement through financial education programs and strategic partnerships, positioning the credit union as a trusted resource.

April 2016 - May 2024

Led marketing, business development, and community engagement programs.

Secured over $325,000 in federal grants to reach underserved communities.

Developed an in-house financial education initiative and community engagement platform.

Achieved “Juntos Avanzamos” designation by building programs and tools to serve the Hispanic market.

Completed ServiStar Sales, Service, and Leadership Training, enhancing consultative sales strategies, member engagement, and team leadership.

June 2012 - August 2016

Recruited, trained, and coached a team of 30+ staff across multiple branches.

Oversaw branch security, cash controls, and loss prevention initiatives, maintaining low risk exposure.

Maintained 100% compliance by implementing robust internal controls and training staff on policy updates.

Appointed Membership Officer, ensuring regulatory compliance and eligibility oversight.

Built strong community relationships through local outreach, driving increased SEG participation and new account openings.

June 2011 - June 2012

Maintained strong member relationships by providing accurate, timely, and empathetic service.

Ensured compliance with all account and documentation requirements, reducing processing errors.

Assisted with onboarding and mentoring new team members to maintain service standards.

Managed IRA and HSA account programs with a focus on education and service.

October 2007 - October 2009

Managed marketing initiatives to support Financial Advisors and insurance services.

Organized financial seminars, created lead-generating campaigns, and trained branch staff.

Strengthened investment service visibility through local event participation.

Created lead-generation campaigns to drive member engagement with Navy Federal Financial Group.

Served as communication bridge between branches and investment teams, improving coordination and member satisfaction.

April 2005 - October 2007

Supported daily operations at Washington Navy Yard branch.

Handled account openings, loan applications, vault balancing, and staff onboarding.

Balanced the branch vault and cash drawers daily, maintaining 100% accuracy rate and adherence to internal controls.

Delivered exceptional service while educating members on product options and financial wellness tools.