Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Technology Skills
Recent Achievements
Affiliations
Additional Information
Languages
Timeline
Generic

Raul Velasquez

Chula Vista,CA

Summary

Motivated, Bilingual (Spanish and English), Branch Manager passionate about providing excellent member experience and exceeding sales expectations. Over 25 years of progressive experience and working knowledge in financial services, leadership, supervision and employee development through various programs/systems with a diversity, equity and inclusion focus. Active community business partner carrying out speaking engagements and presentations to local high schools/colleges and other community events. Additional activities include volunteering with non-profits, being an active participant in Cal Coast events and ERG groups, active member in local networking groups and the Latino Chamber of Commerce.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Branch Manager II

California Coast Credit Union
10.2021 - Current
  • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals
  • Ensures frequent sales meetings
  • Assessed employee performance and developed improvement plans
  • Effectively communicates and ensures new programs, policies and procedures are followed by staff
  • Maintained friendly and professional customer interactions.
  • Provides counseling and recommendations for appropriate disciplinary action
  • Prepares and provides input into annual budget
  • Maintains all necessary department records in accordance with established procedures
  • Ensures an organized, safe and professional environment is maintained
  • Ensures branch is compliant with internal audit procedures
  • Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union
  • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union
  • Assists the Business Development Department with Preferred Partner Group days
  • Coordinates and participates in Community, Business Development and partnership events
  • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations
  • Performs other relevant and related duties as required

Universal Banker III

Bank of the West
12.2018 - 09.2021
    • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards, loan generation, and furnished online banking details to facilitate new transactions.
    • Utilized profiling and analysis tools to identify and present opportunities, reach out to existing business clients to increase and develop new customers and increase product per customer ratio
    • Established and maintained relationships with our business and consumer clients to satisfy their financial needs, offered efficient and courteous customer service
    • Coach, train and develop new team members
    • Retain clients, oversee compliance, provide an exceptional client experience
    • Acting Supervisor as needed

Insurance Agent

National Agents Alliance And Other Insurance Group
06.2016 - 12.2018
  • Assisted clients with Life Insurance and Annuity needs
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Built relationships with clients using active listening and issue resolution to provide excellent service
  • Developed referral source

Relationship Manager

Bank of America
12.2016 - 09.2017
  • Utilized profiling and analysis tools to identify cross sell opportunities and reach out to existing business clients to increase new customer acquisitions and increase product per customer ratio
  • Built and maintained relationships with new and existing clients while providing high level of expertise
  • Networked with community partners

Vice President & Branch Manager

JP Morgan Chase
07.2010 - 02.2014
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Identified opportunities to improve business process flows and productivity.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols
  • Developed and cultivated long-term business and consumer relationships to ensure branch sales growth and customer retention
  • Networked and develop Business Relationships within local community and with Business Partners
  • Oversight and responsible for performance and compliance
  • Managed employee performance and disciplinary actions
  • Partnered directly with Human Resources regarding Internal Investigations and disciplinary action


Assistant Vice President and Branch Manager

Wells Fargo Bank
01.1996 - 06.2010
  • Coached team members and provided tools, techniques, and processes to help identify high-potential employees into management effectively lowering the turnover rate from 45% to 0%
  • Developed and administered a budget, developed business goals and objectives, managed staff models, scheduled team and managed performance
  • Implemented a service standard that met and exceeded company standards
  • Ensured the overall operational integrity of the branch and followed set guidelines to ensure a successful audit
  • Generated financial and operational reports to assist management with business strategy.

Education

Business Administration

San Diego State University
San Diego, Ca

Skills

  • Excellent Communicator
  • Organized
  • Leadership Skills
  • Management
  • Relationship Building
  • Sales Professional
  • Employee Development
  • Mentorship
  • Member Relations
  • Self-Motivated
  • Adaptable
  • Proactive
  • Employee Empowerment
  • Accountable
  • Goal Driven
  • Problem Solver
  • Cultural Diversity
  • Business Development
  • Bilingual
  • Relationship Builder
  • Community Development
  • Grit
  • Empathy
  • Motivator

Accomplishments

2023 Current Top 3 Branch overall

2023 Effective Audit

2023 RISE Program (cont. to 2024)

2022 Top 5 Branch in District Overall

2022 Effective Audit

2022 Created job description: Universal Sales Associate (USA)

Certification

  • Active NMLS record
  • Branch Manager Leadership Academy
  • District Mentor Training
  • Leadership Academy
  • Strengths Finder Workshop
  • Caheegan Coaching and Training Seminar

Technology Skills

  • Working knowledge of Microsoft Office (i.e. Word, Excel, Outlook, Power Point, TikTok, Social Media Marketing)
  • Symitar
  • Meridian Link
  • Sales Force

Recent Achievements

  • Top Branch in New Memberships 2022
  • Current Top Branch in New Membership
  • Current Top 4 Branch in District
  • Effective Audit
  • High Functioning Team
  • Excellent Team Member Engagement
  • Excellent Member Experience

Affiliations

Hispanic Chamber of Commerce- active member

Co-Chair; PRISM, Cal Coast ERG

UNIDOS, Cal Coast ERG- active member

Phi Delta Theta Fraternity

Additional Information

In my spare time I have volunteered with Southern Caregiver Resource Center, Brilliant Corners, LGBTQ+ Center and a church in Tijuana.

Languages

Spanish
Native or Bilingual

Timeline

Branch Manager II

California Coast Credit Union
10.2021 - Current

Universal Banker III

Bank of the West
12.2018 - 09.2021

Relationship Manager

Bank of America
12.2016 - 09.2017

Insurance Agent

National Agents Alliance And Other Insurance Group
06.2016 - 12.2018

Vice President & Branch Manager

JP Morgan Chase
07.2010 - 02.2014

Assistant Vice President and Branch Manager

Wells Fargo Bank
01.1996 - 06.2010

Business Administration

San Diego State University

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Raul Velasquez