JORGE MAGANA

A leader who models desired behavior and promotes inclusive environment for employees, and clients, aligned to company goals. Leads associates to execute key region and market initiatives. Assist in training and on boarding Financial Center Managers new to the market. Serve the community by providing financial education through Better Money Habits and volunteer events.

• Champion organizational vision and values executing consistently to drive drive business results.
• Collaborate with multiple lines of business to promote integration and One Team strong partnership experience.
• Provide guidance and leadership within financial center, market and associates in order to ensure adherence to established procedures and standards.
• Demonstrate professionalism, confidence and respect in interactions with internal and external stakeholders to ultimately gain credibility and trust.

• Influenced and lead through change, by managing priorities of banking activities including client experience, operations, training, performing annual reviews, score card reporting, retention, and audit review preparedness initiatives vital to reducing variability.
• Provided support to team members through performance of a variety of behavioral activities including daily plan/debriefs, role play, joint call/meetings, skill practice.
• Identified opportunities for process improvement initiatives within the market and branch.

• Successfully lead 4 retail banking centers (Woodland Hills CA, Agoura Hills CA, Los Angeles CA, and Phoenix, AZ)
• Foster and manage a sales-oriented environment by providing on-going performance feedback and coaching.
• Oversee staffing levels to ensure the branch performs efficiently while ensuring high member service standards area maintained.
• Evaluated and analyzed Credit Union data for adherence to profitability, budget, goals, and other financial targets.
• Promote the Credit Union's brand and goodwill within the Field of Membership, and Special Employee Groups.