Summary
Overview
Work History
Education
Skills
Languages
Certifications & Awards
Timeline
Generic

Adrian Vargas

Hollister,CA

Summary

Financial services professional with a strong background in sales strategy and customer relationship management. Demonstrated success in driving business growth and improving member satisfaction through effective coaching and leadership. Known for cultivating robust client relationships and leading high-performing teams in competitive environments.

Overview

10
10
years of professional experience

Work History

Assistant Vice President, Branch Manager

Bay Federal Credit Union
08.2024 - 09.2025
  • Managed daily branch operations, ensuring compliance and efficient service delivery.
  • Led team members to achieve sales targets, enhancing profitability.
  • Cultivated strong relationships with members and corporate clients to expand business banking.
  • Resolved member inquiries promptly, upholding high standards of service quality.
  • Analyzed financial reports to identify trends, risks, and growth opportunities.
  • Implemented coaching initiatives for team members, resulting in improved sales conversions.
  • Streamlined account opening procedures, reducing wait times for a better member experience.
  • Partnered with marketing to launch outreach events, increasing branch visibility.

Lead Financial Services Officer

Bay Federal Credit Union
04.2019 - 08.2024
  • Delivered personalized banking solutions and financial advice to strengthen member relationships.
  • Analyzed member feedback and transaction data to identify service gaps, driving targeted process enhancements.
  • Mentored team members, boosting sales effectiveness and reinforcing compliance practices.
  • Supported branch growth by identifying and pursuing cross-selling opportunities.
  • Ensured regulatory compliance through meticulous review of daily transactions and documentation.
  • Resolved escalated transactional discrepancies to maintain seamless operations and positive member experiences.
  • Reviewed loan documentation with precision, minimizing discrepancies and enhancing internal compliance.
  • Partnered with leadership to optimize service delivery and improve overall member satisfaction.

Financial Services Officer

Bay Federal Credit Union
08.2015 - 04.2019
  • Achieved and exceeded personal sales and service goals consistently.
  • Evaluated complex financial profiles to recommend optimal solutions, enhancing member satisfaction.
  • Managed escalations professionally, safeguarding credit union reputation.
  • Trained and mentored junior officers on operational procedures and member engagement.
  • Streamlined onboarding for new members with digital resources, improving account setup speed.
  • Audited account documentation for accuracy, minimizing compliance risks.
  • Partnered with cross-functional teams to resolve member inquiries and enhance service experience.
  • Provided empathetic support during sensitive financial situations, reinforcing member loyalty.

Education

Diploma - undefined

Watsonville High School
Watsonville, CA
01.2001

Skills

  • Sales strategy and growth
  • Customer relationship management
  • Leadership and coaching
  • Financial analysis and loan origination
  • Conflict resolution and member engagement
  • Business banking and community outreach
  • Relationship building and teamwork

Languages

English
Spanish

Certifications & Awards

  • Sales Super Star Award — 2017-2020
  • Million Dollar Club — 2021
  • Promoted to Branch Manager — Aug 2024
  • Notary Public — State of California
  • The Member Advantage for Managers Certification (Integrity Solutions Partnership)

Timeline

Assistant Vice President, Branch Manager

Bay Federal Credit Union
08.2024 - 09.2025

Lead Financial Services Officer

Bay Federal Credit Union
04.2019 - 08.2024

Financial Services Officer

Bay Federal Credit Union
08.2015 - 04.2019

Diploma - undefined

Watsonville High School

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