Career Trust · Personal Cheque Book · Est. 2009
Walter White
Credit Union Branch Manager · Honolulu, HI
ACCT 0126-8890-45
BOOK NO. 126
walter.white@example.com
(808) 555-0126
walterwhite.example.com
Kaimuki, Honolulu
Deposit Slip · Summary
I manage a credit union branch of 14 staff serving about 9,200 members in east Honolulu. Over 16 years I moved from teller to branch manager, and my branch has passed every annual audit since 2019 with zero repeat findings. I still balance my own drawer once a quarter to stay honest.
Walter White
Branch Manager Account · Honolulu, HI
No. 0301
2018 – Present
Pay to the order of
Koa Ridge Federal Credit Union · Branch Manager
$ 41.0M AUM
Forty-one million in branch assets under management and 00/100
Memo
- Grew branch membership from 7,400 to 9,200 while holding attrition under 4% a year
- Cut average teller-line wait from 11 to 4 minutes by rebuilding the shift grid around lunch-hour peaks
- Ran 7 consecutive clean NCUA exams; trained 3 assistant managers who now run their own branches
Walter WhiteAuthorized Signature
⑆0126890⑆ ⑈889045⑈ 0301
Walter White
Operations Account · Honolulu, HI
No. 0215
2013 – 2018
Pay to the order of
Mauka Savings FCU · Assistant Branch Manager
$ 2.1M LOANS/YR
Two million one hundred thousand in consumer loans originated yearly and 00/100
Memo
- Supervised 6 tellers and 2 loan officers; drawer outages fell from 14 to 2 per quarter
- Launched a Saturday senior-hours program that added 310 new accounts in its first year
Walter WhiteAuthorized Signature
⑆0126890⑆ ⑈889045⑈ 0215
Walter White
Starter Account · Honolulu, HI
No. 0101
2009 – 2013
Pay to the order of
Mauka Savings FCU · Teller, then Head Teller
$ 0 SHORTAGES
Zero drawer shortages across four years of daily settlement and 00/100
Memo
- Balanced a daily cash drawer of $18,000 to $35,000 with a 4-year perfect record
- Promoted to head teller in 26 months; wrote the branch's first cash-handling checklist, still in use
Walter WhiteAuthorized Signature
⑆0126890⑆ ⑈889045⑈ 0101
Check Register · Career Balance
| No. |
Date |
Transaction description |
Debit (−) |
Credit (+) |
Balance |
| 0101 |
2009 |
Opening deposit: hired as teller, Mauka Savings FCU |
|
+ 1 career |
1.0 |
| 0114 |
2011 |
Certified Credit Union Teller exam, first attempt |
|
+ 1 cert |
2.0 |
| 0198 |
2015 |
Branch flood closure, 9 days: reopened with member call list of 640 households |
− 9 days |
+ 1 lesson |
2.5 |
| 0243 |
2017 |
CUNA Management School, 3-year program completed |
|
+ 1 diploma |
3.5 |
| 0301 |
2018 |
Transfer: Branch Manager, Koa Ridge FCU |
|
+ 14 staff |
17.5 |
| 0322 |
2021 |
Failed first attempt at core-banking migration cutover; second attempt clean |
− 1 weekend |
+ 1 runbook |
17.5 |
| 0350 |
2024 |
Hawaii Credit Union League, Branch of the Year (member satisfaction 94%) |
|
+ 1 plaque |
18.5 |
| Register balanced · carried forward |
− 2 |
+ 20.5 |
18.5 |
Debits recorded honestly. The runbook from cheque 0322 has been reused 3 times.
Skills Stub · For Your Records
- Cash operations & vault management 16 yrs
- Consumer & auto lending 12 yrs
- NCUA / BSA compliance 7 clean exams
- Staff scheduling & coaching 14 direct
- Symitar core system daily
- Conversational Japanese member-facing
Education Stub · For Your Records
-
CUNA Management School
3-year executive program · completed 2017
-
B.B.A., Finance · Leeward Pacific College
Honolulu, HI · 2005 – 2009
-
BSA/AML Certification
Renewed annually since 2014
Void where prohibited · References payable on request · Book 126 of 300