Vidal Tamayo
MBA Financial Management Candidate ▬ 5+ years of leadership experience ▬ Business & Finance Alumni: San Francisco State University ▬ Strengths span business development, & performance data analytics.
- Role
- Assistant Branch Manager at KeyPoint Credit Union
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Vidal Tamayo
Resilient, motivated business development professional with expansive background elevating client experiences and operational excellence within the financial services industry. Skilled end-to-end project manager, able to meet tight deadlines without sacrificing quality of work. Experience leading, coaching, and empowering teams of 5+ to achieve challenging corporate objectives. Capitalize on data insights, workflow innovation, and promotional strategies to advance sales results. Bilingual with fluency in both Spanish and English languages.
Experience
Assistant Branch Manager
Dec 2022 — Present
Lead financial services team of 5+ in maximizing branch operations, compliance, and revenue growth. Achieve quarterly branch targets in new memberships, mortgage, auto, and personal lending. Encourage individual staff development via active coaching, mentorship, monthly incentive tracking, and quarterly performance dialogue. Leverage Power BI and Excel in performance data analytics to recognize growth opportunities across diverse financial product portfolio. Interface regularly with executive leadership, presenting performance data findings while collaborating to shape strategic solutions that secure challenging quarterly production plans. Achieved 100% of New Membership and 127% of Auto Lending target. Propelled $5M+ in mortgage loan production. Average 100%-member satisfaction rating (NPS) for June 2023 with 13 surveys completed, sole regional branch to do so. Develop and empower team-wide professional growth, including promotion of well-established Financial Representative from a Tier I to Tier FSR. Facilitate presentations for financial workshops and programming community-wide to heighten brand presence and establish valuable local network.
Education
Santa Clara University Leavey School of Business
Master of Science - MS
2025
San Francisco State University
Bachelor of Science - BS
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.