Benjamin J. Soto
Washington
Summary
Skilled Branch Leader with demonstrated success in developing strong performing teams. Excel in building meaningful connections with people.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Branch Manager II -
Chartway Credit Union
St. George, UT
04.2021 - Current
- Mentor and develop team members to enhance performance and promote professional growth within the organization.
- Support diversity and inclusion initiatives as an ally and liaison for Pride Resource Group. Assist in managing financial responsibilities as treasurer of Mi Gente Resource Group.
- Develop and maintain strong connections with industry leaders to support market expansion initiatives.
- Enhance member satisfaction by establishing and maintaining high standards for personal engagement and prompt issue resolution.
- Direct branch operations with a strong emphasis on compliance and internal control adherence.
Branch Manager -
JP Morgan Chase Bank
St. George, UT
12.2018 - 11.2020
- Directed branch operations to achieve profitability targets while maintaining high operational standards and ensuring exceptional member satisfaction.
- Led targeted business development efforts to drive sales growth, providing continuous coaching to uphold compliance and service excellence.
- Implemented effective operational oversight measures to safeguard branch financial integrity.
Financial Service Representative -
Mountain America Credit Union
St. George, UT
04.2017 - 12.2018
- Analyzed members' financial situations and provided tailored banking products and investment solutions to meet individual needs.
- Collaborated with internal experts across business services, mortgage lending, and financial services to enhance member financial goal achievement.
Lead-Teller, Operational Specialists -
JP Morgan Chase Bank
St. George, UT
02.2014 - 04.2017
- Developed and maintained an internal audit schedule, identifying opportunities for improvement in operational processes and ensuring timely completion.
- Trained and mentored new tellers on customer service best practices and operational procedures.
Education
General Studies
Dixie State University
05-2016
High School Diploma -
Dixie High School
05-2010
Skills
- Effective leader
- Professional networking
- Trustworthiness in relationships
- Branch operational leadership
- Coaching and mentoring
- Relationship building
Accomplishments
Invited to attend the Governmental Affairs Conference as a Crasher in 2024 and selected to return as a mentor in 2025.
Certification
Financial Counceling Certification Program (FiCEP)
Languages
English
Spanish
Timeline
Branch Manager II -
Chartway Credit Union
04.2021 - Current
Branch Manager -
JP Morgan Chase Bank
12.2018 - 11.2020
Financial Service Representative -
Mountain America Credit Union
04.2017 - 12.2018
Lead-Teller, Operational Specialists -
JP Morgan Chase Bank
02.2014 - 04.2017
General Studies
Dixie State University
High School Diploma -
Dixie High School
Highlights
- Chartway Credit Union - SO. UT Onboarding Mentor
- Chartway Credit Union - SO. UT Community Engagement Liaison