Luis Amaya
Chula Vista,CA
Summary
Dynamic, results-driven professional with 18 years of extensive experience in branch operations, risk management, and consumer credit. Proven track record of enhancing client financial success through strategic solutions and personalized service. Committed to fostering long-lasting relationships that drive mutual growth and satisfaction. Eager to leverage expertise to contribute effectively in a challenging role within a forward-thinking organization.
Overview
19
19
years of professional experience
1
1
Certification
1
1
Language
Work History
Loan Center Manager
Cabrillo Credit Union
San Diego, Ca
09.2025 - Current
- Oversaw daily operations ensuring compliance with credit union policies and procedures.
- Developed and implemented strategic initiatives to enhance member services and satisfaction.
- Mentored and trained staff, fostering a collaborative work environment focused on performance improvement.
- Analyzed operational processes, identifying areas for efficiency gains and cost reductions.
- Managed budgeting processes, ensuring alignment with organizational goals and financial targets.
- Collaborated with cross-functional teams to streamline workflows and improve service delivery timelines.
- Conducted performance evaluations, providing constructive feedback to enhance employee development and accountability.
- Oversaw the recruitment, hiring, and onboarding processes to ensure a skilled workforce capable of meeting center objectives.
- Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
VP Branch Manager
POPPY BANK
San Diego, CA
06.2024 - 08.2025
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
Vp. Branch Manager
SAN DIEGO COUNTY CREDIT UNION
San Diego, CA
09.2021 - 06.2024
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Examine, evaluate, or process loan applications.
- Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
- Oversee the flow of cash or financial instruments.
- Recruit staff members and oversee training programs.
Vp. Branch Manager Srp
SAN DIEGO COUNTY CREDIT UNION
San Diego, CA
06.2021 - 09.2021
- Responsible for all activity of a branch office of the Credit Union.
- Possess strong sales management skills including leading sales meetings and management team meetings; One on one sales coaching; generating new business through business development, branch marketing efforts and on-site participation.
- Maintain good member relations; assure problems/complaints by members are resolved quickly and accurately; authorize exceptions to operating procedure when circumstances warrant and deviation is justified. Assist members as necessary, including acting as an FSR or MSR, as needed. Ensure quality member service standards are maintained within the branch.
Assistant Branch Manager
SAN DIEGO COUNTY CREDIT UNION
San Diego, CA
11.2020 - 06.2021
- Responsible for all activity of a branch office of the Credit Union.
- Possess strong sales management skills including leading sales meetings and management team meetings; One on one sales coaching; generating new business through business development, branch marketing efforts and on-site participation.
- Coordinate the hiring, training, coaching, supervision and performance evaluations of all branch personnel; also responsible for employee counseling, documentation, and dismissal; hold consistent staff meetings and ensure staff is updated on changes in policy and procedures; ensure staff is thoroughly trained in all Credit Union products and services. Initiate ongoing cross-training of all branch personnel. Provide guidance and leadership to staff and assist staff with improving performance. Maintain high morale and teamwork within the branch.
Member Service Supervisor
SAN DIEGO COUNTY CREDIT UNION
La Mesa, CA
05.2018 - 11.2020
- Schedule MSRs and ensure area is properly staffed at all times. Promote quality member service.
- Assist members as necessary, serving as an FSR or MSR. Set up assigned cash drawer to provide coverage during lunches and peak periods. Handle member's complaints and concerns as they arise.
- Participate in the hiring, training, coaching, supervision and performance evaluations of MSRs as directed by management. Assist with planning and conducting branch meetings. Act as a positive role model to staff and assist MSRs with improving performance. Promote high morale and teamwork within the branch.
Financial Service Representative
SAN DIEGO COUNTY CREDIT UNION
Chula Vista, CA
10.2016 - 05.2018
- Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
- Cross sell products and services to members by assisting or referring the member to an appropriate representative.Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales.Meet established sales goals as assigned.
- Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Assistant Branch Manager /Licensed Banker
WELLS FARGO
National City, CA
09.2011 - 10.2016
- Provide an exceptional service experience consistent with the Banks standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
- Cross sell products and services to members by assisting or referring the member to an appropriate representative.Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales. Meet established sales goals as assigned. Refer investment opportunities and spark investment conversations with members being a licensed banker
- Responsible for all activity of a branch office of the Bank.
- Possess strong sales management skills including leading sales meetings and management team meetings; One on one sales coaching; generating new business through business development, branch marketing efforts and on-site participation.
Personal Banker II Licensed Banker
WELLS FARGO
Bonita, CA
06.2008 - 09.2011
- 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.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Teller
WELLS FARGO
Encino, CA
12.2007 - 06.2008
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
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LOS ANGELES PIERCE COLLEGE
Woodland Hills, CAHigh School Diploma - undefined
EL CAMINO REAL HIGH SCHOOL
Woodland Hills, CA06.2004
Skills
- Spanish- Business Level Speaking, Reading, and Writing
Certification
- Series 6
- California Life Insurance
Languages
Spanish
Native or Bilingual
Timeline
Loan Center Manager
Cabrillo Credit Union
09.2025 - Current
VP Branch Manager
POPPY BANK
06.2024 - 08.2025
Vp. Branch Manager
SAN DIEGO COUNTY CREDIT UNION
09.2021 - 06.2024
Vp. Branch Manager Srp
SAN DIEGO COUNTY CREDIT UNION
06.2021 - 09.2021
Assistant Branch Manager
SAN DIEGO COUNTY CREDIT UNION
11.2020 - 06.2021
Member Service Supervisor
SAN DIEGO COUNTY CREDIT UNION
05.2018 - 11.2020
Financial Service Representative
SAN DIEGO COUNTY CREDIT UNION
10.2016 - 05.2018
Assistant Branch Manager /Licensed Banker
WELLS FARGO
09.2011 - 10.2016
Personal Banker II Licensed Banker
WELLS FARGO
06.2008 - 09.2011
Teller
WELLS FARGO
12.2007 - 06.2008
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LOS ANGELES PIERCE COLLEGE
High School Diploma - undefined
EL CAMINO REAL HIGH SCHOOL