Summary
Overview
Work History
Skills
Accomplishments
Languages
Certification
Work Availability
Software
Interests
Websites
Quote
Affiliations
Timeline
References
Generic
Hector M. Arteaga

Hector M. Arteaga

Branch Manager
Lake Havasu City (willing to relocate),AZ

Summary

Experienced Branch Manager with 14+ years in banking, financial services, and mortgage lending, known for driving sales, growing portfolios, and optimizing operations. Skilled in consumer lending, business banking, and team leadership, with a proven track record of exceeding financial and member experience goals.

A hands-on leader who coaches high-performing teams, resolves complex issues, and ensures full compliance with policies and regulations. Successfully increased profitability through strategic business development, process improvements, and strong community engagement. Adept at managing audits, staffing, scheduling, and risk while expanding branch visibility through networking and outreach.

Now seeking to bring this expertise to a growth-driven organization focused on service and results.

Overview

13
13
years of professional experience

Work History

Branch Manager, Retail Services

Havasu Community Credit Union
Lake Havasu City, AZ
07.2023 - 01.2025
  • Drove branch profitability by increasing sales, advancing business development, and achieving operational objectives.
  • Led talent recruitment, scheduling, performance evaluations, and provided coaching, enhancing team productivity and engagement.
  • Surpassed member experience, sales, and financial goals through targeted coaching, team development, and action planning.
  • Fostered strong relationships with direct reports, peers, and other departments, cultivating a collaborative work environment.
  • Executed operational projects that improved processes, policies, and community engagement.
  • Identified opportunities through networking, digital outreach, and industry event participation, successfully managing challenges.

Supervisor, Retail Services

LA Financial Credit Union
Los Angeles, CA
08.2020 - 07.2023
  • Supervised retail services personnel, optimizing daily operations to consistently meet service expectations and goals.
  • Engaged with members to assess financial needs, cross-sell relevant products, and resolve grievances, ensuring regulatory compliance.
  • Collaborated with the Branch Manager to drive branch performance, improving production, sales, service, and operational efficiency.
  • Ensured adherence to policies and operational procedures, including cash handling, card issuance, and ATM servicing, maintaining security.
  • Managed and reviewed reports such as branch balancing, logs, and membership approvals, ensuring accuracy and timely completion.
  • Acted as Membership Officer and Vault Custodian, performing key tasks to maintain smooth operations and deliver exceptional service.

Member Sales Executive III Lead

First Financial Credit Union
Pasadena, CA
06.2017 - 05.2020
  • Surpassed individual cross-sell and sales goals, consistently meeting or exceeding objectives and service standards.
  • Ensured full adherence to policies, procedures, compliance, safety, and security requirements.
  • Stayed current with products, services, procedures, and requirements, ensuring knowledgeable service to members.
  • Proactively engaged with members to assess their financial needs, effectively cross-selling products and services.
  • Promoted marketing campaigns, educating members on product benefits and driving engagement with offerings.
  • Accurately managed tasks related to opening and closing accounts, processing loans, handling transactions, and resolving complex account issues.

Small Business Advocate

Wells Fargo Bank
Glendora, CA
10.2011 - 06.2017
  • Onboarded, managed, and expanded small business account relationships, driving growth within portfolios.
  • Analyzed customer financial data to assess needs and recommended tailored financial products.
  • Cultivated strong customer relationships by understanding cash flow and small business operations, ensuring proper product alignment.
  • Collaborated with internal partners to resolve customer issues, achieving business goals and improving service.
  • Led prospecting efforts and implemented strategies to generate new relationships, enhancing portfolio growth.
  • Supported branch goals by consistently meeting sales and service standards, ensuring compliance, and safeguarding member confidentiality.

Skills

  • Team Leadership
  • Strategic Planning
  • Service Excellence
  • Marketing and Promotions
  • Compliance and Risk Management
  • Analytical Problem Solving
  • Talent Selection and Mentoring
  • Vendor Management

Accomplishments

LA Financial Credit Union

· Successful collaboration and completion of core system conversion project 2022-2023.

First Financial Credit Union

· Winner's Circle recipient 3rd and 4th quarter 2018.

· Contributed to Pasadena's Branch of The Year 2018 and 2019 nomination.

· Nominated for President's Club 2018 and 2019.

Wells Fargo

· Nominated for highest work ethic for 1st and 2nd quarter 2017.

· Achieved top survey ratings with 5/5 scores for 20 consecutive surveys in the 4th quarter of 2015.

· Led district as #1 Personal Banker with 55 loan units in 1st quarter 2012 and 50 loan units in 1st quarter 2015.

Languages

English
Native language
Spanish
Proficient (C2)
C2
Chinese (Mandarin)
Beginner (A1)
A1

Certification

Moody's Analytics - Certified Branch Manager (In Progress)

CA - Notary Public

AZ - Notary Public

NMLS

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Microsoft Office

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Powerpoint

Microsoft Teams

Customer Relationship Management (CRM) Software

Symitar Episys

Corelation Keystone

Zoom

Google Meet

Paycor

Paylocity

ADP

Paychex

Paycom

Workday

Onpay

Google Workspace

Artificial Intelligence (AI programs)

Mailchimp

Interests

Stock and Cryptocurrency Trading

Personal Fitness and Health

Volunteer and Charity Work

Travel and Exploration

Quote

In times like these, it helps to recall that there have always been times like these.
Paul Harvey

Affiliations

  • Toastmasters

Timeline

Branch Manager, Retail Services

Havasu Community Credit Union
07.2023 - 01.2025

Supervisor, Retail Services

LA Financial Credit Union
08.2020 - 07.2023

Member Sales Executive III Lead

First Financial Credit Union
06.2017 - 05.2020

Small Business Advocate

Wells Fargo Bank
10.2011 - 06.2017

References

References available upon request.
Hector M. ArteagaBranch Manager
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