Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Vanessa Villanueva

Los Angeles

Summary

Top-performing financial services leader with 16+ years of progressive experience in credit union and retail banking. Proven expertise in branch operations, new member onboarding, team leadership, and consultative sales. Recognized for delivering exceptional customer experiences, maintaining operational integrity, and driving business growth through relationship development and strategic planning.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Business Development Officer

First Financial Credit Union
01.2024 - 04.2025
  • Forged strategic partnerships with over 250 local schools, school districts, and educational organizations to increase membership growth by promoting financial wellness tailored to educators and students
  • Led outreach and community engagement initiatives, resulting in an increase in new member accounts through financial literacy workshops, conferences and specific targeted school events
  • Processed and followed up on field applications and documentation with a high degree of accuracy and compliance, using verification tools to identify and report discrepancies or potential fraud
  • Conducted market research to identify new business opportunities and collaborated with Select Employer Group to develop and execute marketing campaigns, driving adoption of credit union products such as auto loans, savings plans, and teacher-specific financial products
  • Performed client research and identified opportunities for account growth, account penetration and market expansion with meticulous client notes and updated account information in company databases
  • Mentored junior team members, sharing expertise and fostering a collaborative work environment focused on achieving shared goals
  • Managed a diverse portfolio of projects simultaneously while adhering to strict deadlines and budgets constraints

Branch Manager

First Financial Credit Union
03.2020 - 12.2023
  • Manage the month-to-month growth of consumer deposit base portfolio, consumer lending products, and allocate individual goals amongst the sales team to ensure the Branch's success
  • Developed prospects for new loans through in-person and tele-consulting efforts and business development opportunities with effective networking
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Complied with regulatory guidelines and requirements

Vice President, Branch Manager

OneWest Bank
08.2010 - 03.2020
  • Responsible for managing the Corporate Branch with over $240 million in Consumer and Business deposits, including executing and implementing a sales plan to meet and exceed sales goals.
  • Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling, and time and attendance.
  • Managed the month-to-month growth of consumer and business deposit base portfolio, consumer and business deposit products, consumer and business lending products, and allocated individual goals amongst the sales team to ensure the Branch's success.
  • Scheduled weekly one-on-one coaching sessions with Bankers providing training, career growth, and development.
  • Set up a daily process with morning huddles, including bankers with daily sales goal distributions, and commitments were established, to ensure the team's daily success.
  • Planned and executed quarterly promotional events through local marketing efforts.
  • Provided incentive allocation for staff conducting employee performance evaluations.
  • Oversaw the day-to-day Branch operations and ensured the Branch adheres to the Bank's policies and procedures with 100% operational integrity through accurate and timely completion of daily, monthly, and quarterly audits and reports.

Education

No Degree -

San Francisco State University
San Francisco

Skills

  • Relationship building and management
  • Sales Strategy & Execution
  • Sales expertise
  • Prospect targeting
  • Strategic planning
  • Cross-Functional Collaboration
  • Process improvement
  • Branch Operations Management
  • Audit Compliance
  • Staff Leadership & Coaching
  • Conflict Resolution
  • Proficient in Microsoft Office Suite

Accomplishments

  • CIT Chairwoman Award, 2019
  • "Art of Leadership" Program Graduate
  • #1 Branch Performance, 2016
  • Highest Total Average Balance Growth, 2018
  • "Acquiring & Growing Relationships" Award, 2019
  • Zero Exceptions in Internal Audits, 2016
  • Zero Exceptions in Internal Audits, 2017
  • Zero Exceptions in Internal Audits, 2018
  • Zero Exceptions in Internal Audits, 2021
  • Zero Exceptions in Internal Audits, 2022
  • Zero Exceptions in Internal Audits, 2023
  • Branch Manager of the Year, 2022
  • Branch of the Year, 2022

Certification

  • CNP - Certified Notary Public

Timeline

Business Development Officer

First Financial Credit Union
01.2024 - 04.2025

Branch Manager

First Financial Credit Union
03.2020 - 12.2023

Vice President, Branch Manager

OneWest Bank
08.2010 - 03.2020

No Degree -

San Francisco State University

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Vanessa Villanueva