Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Gerardo Mesa Garcia

San Clemente

Summary

Experienced and motivated banking leader with a strong background in branch operations, team development, and strategic growth initiatives. Over 15 years of experience in financial services with a proven record of exceeding deposit, lending, and service targets. Adept at leading high-performing teams, ensuring regulatory compliance, and creating a results-driven, service-focused culture. Currently overseeing one of the top-performing branches at Orange County’s Credit Union. Seeking to leverage this expertise in a Branch Manager role to further drive growth and operational excellence.

Overview

22
22
years of professional experience

Work History

Branch Supervisor

Orange County’s Credit Union
01.2024 - Current
  • Lead and mentor a hybrid team of bankers and service representatives, delivering consistent, high-quality member service and achieving record-breaking sales results.
  • Oversee daily branch operations including compliance, scheduling, cash handling, and member transactions.
  • Strategically drive business growth through focused efforts in deposit acquisition, consumer lending, mortgage referrals, and insurance solutions (TruStage).
  • Maintain a high-performing, collaborative branch environment recognized for professionalism, service excellence, and cross-functional support.
  • Played a critical role in positioning the Mission Viejo branch as one of the highest-growth branches in deposit and lending revenue in 2024.
  • Supervised daily branch operations, ensuring compliance with regulatory standards and internal policies.
  • Led and developed a team of staff, fostering a culture of collaboration and high performance.

Operations Supervisor AVP

Farmers & Merchants Bank of Long Beach
03.2017 - 12.2023
  • Managed all aspects of day-to-day branch operations while supervising a team of front-line staff.
  • Supported business development and client retention through operational efficiency and proactive service.
  • Trained and certified new hires as a Teller Trainer, setting the foundation for team success and retention.
  • Participated in and graduated from the F&M Leadership Program, preparing for higher-level management roles.
  • Implemented process improvements that enhanced member experience and reduced compliance risk.
  • Developed strong relationships with key customers to better understand their requirements and tailor services accordingly.

Assistant Manager

McDonald’s
07.2003 - 03.2017
  • Led daily operations, employee training, and service excellence initiatives in a fast-paced retail environment.
  • Built a strong foundation in customer service, team leadership, and operational efficiency.
  • Promoted to management through performance and people development.
  • Implemented training programs for new staff to enhance service quality and efficiency.
  • Supervised daily operations to ensure compliance with company standards and policies.

Education

Undergraduate Coursework - Business Management

California State University, Fullerton
12.2011

Skills

  • Sales and revenue enhancement
  • Team management
  • Strategic planning
  • Sales strategies
  • Employee engagement
  • Coaching and mentoring
  • Performance management

Accomplishments

  • Led Mission Viejo branch to top-tier sales performance in 2024/2025
  • Graduated from the F&M Bank Leadership Program
  • Successfully onboarded and trained dozens of new hires
  • Recognized for excellence in client service and team development

Languages

Spanish
Native or Bilingual

Timeline

Branch Supervisor

Orange County’s Credit Union
01.2024 - Current

Operations Supervisor AVP

Farmers & Merchants Bank of Long Beach
03.2017 - 12.2023

Assistant Manager

McDonald’s
07.2003 - 03.2017

Undergraduate Coursework - Business Management

California State University, Fullerton

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Gerardo Mesa Garcia