Teresa O'Brien has over 25 years of experience in banking and management. She has held several leadership roles including Vice President of Project and Process Management and Vice President of Operations at Consumers Credit Union. In her current role, she oversees the Project Management Office and leads projects such as mergers, systems conversions, and process improvement initiatives. Teresa has a proven track record of achieving cost savings and revenue gains through process optimization and new program implementation. She brings strong skills in project management, operations management, process improvement, and personnel leadership.

1. Teresa O’Brien
847.219.1309•teresa.obrien66@att.net
BANKING AND MANAGEMENT PROFESSIONAL
Accomplished business professional with more than 25 years experience including operations management,
project management, contract management, process improvement, corporate communications, program
implementation, personnel and sales management.
PROFESSIONAL EXPERIENCE
CONSUMERS CREDIT UNION –Lake County, IL
$900M Credit Union with nine locations operation in Lake County
Vice President - Project & Process Management 2010 – November 2015
Responsibilities:
Ensure organizational activities are in line with strategic objectives.
• Direct and coordinate the activities of the Project Management Office (PMO) to ensure
objectives are met within the constraints of the project scope.
• Supervise staff comprised of project manager & business analyst
• Serve as primary liaison between PMO and Sr. Management Team (SMT)
Key Accomplishments:
• Led $183M merger with Premier Credit Union and associated core system conversion
• Developed & launched Process Management/Continual Process Improvement program with
estimated first year savings exceeding $300,000
• Conducted Core Systems Search, $6.4M RFP selection (negotiated to $4.5M)
• Managed Business Remodel resulting including centralization of sales platform and retail
branch redesign – achieved 100% in loan volume within the first 90 days
• Managed data center move & migration resulting in a savings of $50,000
• Coordinated corporate move to new administrative center including implementation of a
technology replacement plan and centralized print strategy resulting in an initial savings of
$40,000, plus ongoing consumable savings.
• Restructured fee schedules resulting in a 50% increase in revenue at implementation (approx.
$50, 000.)
• Successfully developed and implemented an Open Ended Lending Program
• Successfully implemented an organization- wide Process Documentation Program
• Established a Project Management Office
• Managed Vendor Contracts

2. Teresa O’Brien 2
Vice President – Operations 2004 - 2010
Responsibilities:
Directed and coordinated personnel, facilities, service and sales management for the operations
areas in five branch locations
• Supervised staff comprised of five branch managers and two area directors
• Evaluated member satisfaction surveys: coach staff in member service, quality and business
strategic objectives & initiatives
• Conducted annual employee performance evaluations as well as required corrective action for
direct reports
• Reviewed & approved all annual performance evaluations & corrective actions for indirect
reports of five locations.
• Monitored staffing & efficiency levels
• Directed in-branch sales & business initiatives
• Managed both intra- and inter-department process improvement efforts
• Served as primary liaison between branch operations, business units and senior management
team
• Managed contracts with facility service providers and 3rd
party business partners
Key Accomplishments:
• Developed a Cost Reduction/Revenue Generation Project resulting in implementation of 100%of
recommended initiatives, reduction of cost per transaction and retention of all existing staff
• Improved Online Account Opening Process resulting in increased throughput and the reduction
of processing time from three weeks to three days
• Implemented Core System Conversion to Spectrum focusing on share product configuration
• Led conversion to Federal Insurance including communication strategies and employee training
• Developed and managed a comprehensive operations sales & service incentive program, with a
second round of integrating call volume standards
• Developed position descriptions and training guides

3. Teresa O’Brien 3
Branch Manager 1998 - 2004
Responsibilities:
Direct and coordinate personnel, facilities, service and sales management
• Supervised staff comprised personal bankers, teller manager and receptionist
• Reviewed member satisfaction survey results: coach staff in member service, quality and
business initiatives
• Reviewed, approved and conducted annual employee performance evaluations and corrective
actions for direct and indirect reports
• Monitored staffing & efficiency levels
• Directed sales & business initiatives
• Managed both intra- and inter-department process improvement efforts.
• Served as primary liaison between branch operations, business units and senior management
team
• Managed contracts with facility service providers and third-party business partners
Key Accomplishments:
• Developed sales strategies to both acquire new member accounts as well as deepen business
relationships with existing members
• Developed sales goals to promote a sales culture – resulting in a 100% increase in number of
products per member
• Opened new branch in North Waukegan
• Participated in development of the automated loan decisioning program
EDUCATION
College of Lake County 2014
Certificate – Essentials of Project Management
Certificate – Advanced Project Management
University Wisconsin – Madison 1997 – 2000
CUNA Management School
College of Lake County 1984 - 1986
Certified Small Business Accountant