Teams at Chevron Federal Credit Union

Leads business development and membership growth for a large credit union, targeting Select Employer Groups and corporate sponsors. Owns sales, deposits, loan, and membership growth goals while cultivating executive relationships and managing the full sponsor lifecycle. Acts as a player-coach by maintaining a business portfolio, developing the team, overseeing hiring and performance, and partnering cross-functionally on activation and growth programs. Establishes performance metrics, tracks results, and refines strategies to improve outcomes.

Leads enterprise member experience, retail delivery, marketing, communications, deposits, and membership growth across branches, virtual centers, call centers, business development, and member services. Establishes operating standards, sales and service culture, brand strategy, footprint planning, budgets, vendor performance, and cross-functional execution. Partners with risk, fraud, compliance, and senior stakeholders while leveraging analytics and emerging technologies to improve member experience, efficiency, retention, and growth.

Leads the Payment Services department at a federal credit union by supervising staff, ensuring transaction controls and regulatory compliance, managing training and cross-training, overseeing process improvement and special projects, conducting financial analysis, and coordinating with front-office, back-office, learning and development, and information technology teams.