Summary
Overview
Work History
Education
Skills
Timeline
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CHRIS LOZANO

4018 Alex Lane Carmichael,CA

Summary

Reliable and motivated professional driven to deliver exceptional member service and maximize performance results. Accomplished leader in the financial industry passionate about meeting the needs of our members, and exceeding strategic goals.

Overview

4
4
years of professional experience

Work History

Branch Manager III

Golden 1 Credit Union
12.2024 - Current
  • Led the launch and daily operations of a De-Novo branch, ensuring compliance, efficient workflows, and a differentiated, high quality member experience
  • Drove a member focused engagement model by managing KPI's, elevating production results, and strengthening service quality
  • Implemented targeting coaching plans to build staff capabilities, performance standards, and support career growth
  • Delivered Financial Education workshops to empower community members and expand branch impact

Branch Manager II

Golden 1 Credit Union
03.2022 - 12.2024
  • Directed daily branch operations to maintain regulatory compliance and drive efficient workflows
  • Managed performance standards and KPI's, improving production outcomes and service quality
  • Implemented targeted coaching plans to elevate performance and support career growth

Education

California State University, Sacramento
BACHELOR OF ARTS - Social Science

Skills

  • Led the top‑rated financial center branch in 2025, earning the highest internal and external member review scores across the network
  • Ranked among the top‑performing branches in 2025, successfully meeting all five KPI metrics in Q2
  • Contributed to enterprise‑wide initiatives by helping establish the framework for the True Path performance criteria
  • Achieved operational excellence in 2025, earning recognition for Least Scorecards and Well‑Controlled Audit performance

Timeline

Branch Manager III

Golden 1 Credit Union
12.2024 - Current

Branch Manager II

Golden 1 Credit Union
03.2022 - 12.2024

California State University, Sacramento