Summary
Overview
Work History
Education
Skills
Timeline
Generic

Broc Costa

Alpine,CA

Summary

Accomplished Branch Manager with a proven track record enhancing customer satisfaction and fostering robust member relationships. Expert in branch operations management and employee development, I've led teams to achieve 100% customer service scores by implementing strategic initiatives and coaching for excellence. Skilled in relationship building and adept at driving revenue growth through effective team leadership and client management.

Overview

16
16
years of professional experience

Work History

Branch Manager III

MyPoint Credit Union
06.2018 - Current
  • Oversaw the implementation of the cash recycler process while opening the newer branch model in North Park.
  • Improved member satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.

AVP, Branch Manager III

Wells Fargo
04.2011 - 05.2016
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Achieved a perfect score of 100% customer service for a quarter, the first time that had been done in San Diego.

Personal Banker

US Bank NA
02.2008 - 04.2011
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Earned rank of #1 Banker over multiple quarters.

Education

Credit Union Management

Western CUNA Management School
Claremont, CA
07.2025

Film Studies

Palomar College
San Marcos, CA

Skills

  • Branch Operations Management
  • Excellent work ethic
  • Coaching and Mentoring
  • Relationship building and management
  • Client Relationship Management
  • Strong team-builder
  • Employee Development
  • Team Player
  • Sales professional
  • Community Relations
  • Member Relationships
  • Excellent time management skills

Timeline

Branch Manager III

MyPoint Credit Union
06.2018 - Current

AVP, Branch Manager III

Wells Fargo
04.2011 - 05.2016

Personal Banker

US Bank NA
02.2008 - 04.2011

Credit Union Management

Western CUNA Management School

Film Studies

Palomar College

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Broc Costa