Lindsey Bertrand
Pineville
Summary
Accomplished credit union executive with nearly 20 years of extensive experience across all operational areas, including teller and vault management to executive leadership. Expertise in driving strategic growth, achieving operational excellence, and implementing member-focused initiatives while ensuring regulatory compliance and financial stability. Renowned for building high-performing teams, fostering community engagement, and introducing innovative solutions to enhance the member experience. Positioned to lead as Chief Executive Officer, leveraging comprehensive knowledge of every role within the organization to inspire and guide future success.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Executive Vice President
VALEX Federal Credit Union
2020 - Current
- Partnered with CEO and Board to execute strategic plans and ensure organizational alignment.
- Oversaw operations across lending, finance, compliance, IT, and member services.
- Led senior management team, fostering accountability, collaboration, and operational excellence.
- Managed budgeting, forecasting, and risk strategies to maintain financial health.
- Championed digital transformation initiatives to enhance member experience.
- Represented the credit union in community and industry engagements.
- Identified opportunities to improve business process flows and productivity.
Branch Manager
VALEX Federal Credit Union
2019 - Current
- Directed branch operations, ensuring compliance with policies and regulations.
- Supervised and coached staff to deliver high-quality member service.
- Oversaw branch sales, lending activities, cash operations, and audit controls.
- Implemented strategies to increase membership, deposits, and loan volume.
- Resolved escalated member concerns and strengthened community relationships.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Assistant Branch Manager
River Cities Credit Union
2007 - 2019
- Teller
- Vault Teller
- Back Office Accounting Specialist
- Loan Officer
- BSA Officer
- Assistant Branch Manager
Education
Bachelor of Arts - Early Childhood Edu., Human Resources Management
Ashford University
Clinton, IA09-2013
Skills
- Strategic Planning & Visionary Leadership
- Lending & Asset/Liability Management
- Regulatory Compliance & Risk Management
- Operational Efficiency & Process Improvement
- Member Engagement & Community Outreach
- Financial Reporting, Budgeting & Forecasting
- Technology & Digital Transformation
- Team Leadership & Staff Development
- Strategic planning and execution
- Financial controls implementation
Affiliations
- Credit Union National Association (CUNA)
- National Association of Federally-Insured Credit Unions (NAFCU)
- [Local Credit Union League or Chapter Membership]
Certification
- Southwest Credit Union Management School, CCUFC
- Leadership Central Louisiana
- Leadership, Compliance, and Strategic Planning Courses
- Regulatory Compliance and Risk Management Training
Timeline
Executive Vice President
VALEX Federal Credit Union
2020 - Current
Branch Manager
VALEX Federal Credit Union
2019 - Current
Assistant Branch Manager
River Cities Credit Union
2007 - 2019
Bachelor of Arts - Early Childhood Edu., Human Resources Management
Ashford University
Community Service
Volunteer and active participant in local business chambers, financial literacy programs, and nonprofit boards., Promotes the cooperative principles of “People Helping People” through community outreach.
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