CARLOS CAMPUZANO
Pomona
Summary
Strategic and results-driven financial services leader with over 15 years of experience in banking, credit unions, and leadership development.
Demonstrated expertise in multi-branch operations, coaching high-performance teams, business development, and process optimization. Skilled at cultivating high-performance teams, fostering a culture of service excellence, and driving membership growth through strategic initiatives. Passionate about leadership, financial literacy, and advancing the mission of credit unions. Recognized for the ability to influence change, develop future leaders, and consistently deliver world-class service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Branch Manager
SchoolsFirst Federal Credit Union
06.2022 - Current
- Led West Covina to Top 5 in Member Satisfaction across the organization, achieving a 94.1% satisfaction rate.
- Ranked Top 5 in New Membership Growth, increasing 111.71% from the previous year.
- Ranked Top 12 in Lending, with a positive trending year and a 4.67% increase from the previous year.
- Hired, coached, developed, and promoted 7 team members, fostering internal career mobility and leadership growth.
- Improved Gallup Team Engagement Score from 3.76 to 4.69, driving a stronger workplace culture and engagement strategy.
- Demonstrated a clear career trajectory within SchoolsFirst, reinforcing commitment to the credit union's mission.
AVP, Financial Center Manager
Bank Of America
10.2018 - 06.2022
- Developed long-term strategy for revenue and client acquisition with monthly, quarterly and annual forecasting which resulted in 111% in total revenue
- Achieved over 93% YTD in client care in 2019, recognized as Optimal Financial Center Q3-4 2020
- Built and lead high-performance team, which resulted in being ranked top 10 in LA/IE Region
- Manage sales, budgeting and operations while growing $30 million in credit and deposits yearly
Contact Center Manager
Bank Of America
04.2020 - 02.2021
- Enhanced productivity with call scripts and by maintaining control over conversational direction
- Trained and regularly mentored Associates on performance-oriented strategies and customer service techniques.
- Developed quality employees within call center to take over leadership positions.
- Established and oversaw performance targets for call center associates.
- Monitored over 18 employees' day-to-day activities and made plans to rectify issues
Regional Banking Branch Manager
Wells Fargo
02.2011 - 10.2018
- Focused on team member engagement and accountability and promoted team to personal bankers, business specialists, licensed bankers, and into branch manager program
- Managed $162MM household balance that grew in credit, deposits, and investments month-over-month
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Education
Some College (No Degree) - Business Management
Citrus Community College
Azusa, CAHigh School Diploma - International
International Polytechnic High School
Pomona, CASkills
- Strategic Leadership & Business Growth
- Executive Coaching & Leadership Development
- Technology & AI Integration
- Organizational Skills & Influence Change
- Data Analysis & Build Skills
- Operations Management
- High Performance Culture Building
- Public Speaking & Industry Leadership
- Innovation Management
- Strategic Planning
- Team Leadership
Accomplishments
Bank of America
- Ranked Top 10 in the LA/IE Region for financial center performance.
- Led a remote Contact Center team, achieving 105%+ performance across all service metrics.
- Developed process improvements that enhanced compliance and reduced regulatory risk.
- Piloted and implemented the Quality Analyst team program, improving service consistency and operational efficiency.
Wells Fargo
▪ Valedictorian of Wells Fargo's Management Program, presenting to senior executives.
- Led segmentation and business development strategies, doubling high-value client engagement.
- Increased branch deposit, credit, and investment growth, earning Top Branch Ranking in Los Angeles.
- Developed & mentored team members into licensed bankers and branch managers.
Certification
- CNP - Certified Notary Public
Affiliations
- Filene Research Institute
- Citrus College Foundation Vice President
- National Association of Latino CU & Professionals
- Citrus College Finance and Investment Committee
- California and Nevada Credit Union League
Community Involvement
- Vice President, Citrus College Foundation: Leading community sponsorship initiatives & financial literacy programs.
- Filene Research & Credit Union Leadership: Active I2er in credit union-wide innovation programs.
- CU Pilots & SAAMs Program Co-Leader: Developing future financial center leaders & coaching high-potential employees.
- Better Money Habits Champion: Financial literacy advocate, previously delivering community financial education sessions.
Timeline
Branch Manager
SchoolsFirst Federal Credit Union
06.2022 - Current
Contact Center Manager
Bank Of America
04.2020 - 02.2021
AVP, Financial Center Manager
Bank Of America
10.2018 - 06.2022
Regional Banking Branch Manager
Wells Fargo
02.2011 - 10.2018
- CNP - Certified Notary Public
Some College (No Degree) - Business Management
Citrus Community College
High School Diploma - International
International Polytechnic High School
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