Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Affiliations
References
Timeline
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Vidal Tamayo

San Jose,CA

Summary

Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations. Versatile Business Operations Specialist with background in optimizing operational processes and implementing effective business solutions. Skilled in project management, strategic planning, and process improvement, consistently delivering results that drive efficiency and reduce costs. Strong analytical abilities and problem-solving skills contribute to successful project outcomes and positive impacts on overall business performance.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Advice Specialist

Meriwest Credit Union
San Jose, California
09.2025 - Current
  • Analyzed member data to identify needs and recommend tailored financial solutions.
  • Collaborated with mortgage, wealth advisory, and business services teams to assess member trends.
  • Achieved individual and departmental goals through data-driven insights and effective member engagement.
  • Monitored member interactions using CRM systems to resolve inquiries and enhance processes.

Assistant Branch Manager

Keypoint Credit Union
San Jose, California
12.2022 - 07.2025
  • Executed access strategy mitigating operational risks for an audit-ready environment.
  • Analyzed local market trends and competitor moves enhancing outreach initiatives.
  • Forged community partnerships focused on growing deposits and investments.
  • Crafted sales plays from customer segmentation increasing product digital adoption.
  • Monitored loan products mix forecasting run rates for strategic resource allocation.
  • Optimized resource distribution achieving branch scorecard goals.

Associate Banker

JP Morgan Chase & Company
San Jose, California
02.2021 - 12.2022
  • Drove successful outcomes by identifying client financial needs and aligning them with suitable products.
  • Delivered personalized consultative support, strengthening client relationships and improving satisfaction.
  • Collaborated with specialists to ensure seamless branch operations and optimal client service.

Education

Bachelor of Science - Finance

San Francisco State University
San Francisco, CA
05-2023

Skills

  • Financial analysis
  • CRM management
  • Market research
  • Risk mitigation
  • Sales strategy
  • Customer relationship management

Certification

  • Google Data Analytics Professional Certificate
  • Integrity Coaching Professional Certificate
  • Team Member Advantage Certification

Languages

Spanish
Native/ Bilingual

Accomplishments

  • Vice President of Financial Analysis and Management Education (FAME) club at San Francisco State University

Affiliations

  • United States Navy (July 2025 to August 2025: Entry Level Separation)

References

References available upon request.

Timeline

Senior Advice Specialist

Meriwest Credit Union
09.2025 - Current

Assistant Branch Manager

Keypoint Credit Union
12.2022 - 07.2025

Associate Banker

JP Morgan Chase & Company
02.2021 - 12.2022

Bachelor of Science - Finance

San Francisco State University

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