Volunteer Spotlight – Small Business Leaders Awards Chair: Marilyn Hartmann, Security Service Federal Credit Union

Hartmann_Marilyn-spotlight

Marilyn Hartmann
Security Service Federal Credit Union

About the Company: Security Service Federal Credit Union is a $7 billion credit union, the largest credit union in Texas and the eighth largest in the U.S., with its corporate headquarters located in San Antonio, Texas. Security Service serves more than 900,000 members in Texas, Colorado, Utah and around the world. It has built a reputation of strength, stability and convenience by offering its members financial soundness, unmatched hours of service and competitive financial products and services. Marilyn Hartmann is the assistant vice president of commercial services, responsible for overseeing SSFCU’s commercial loan production in all credit union markets, compliance, and training and mentoring of commercial loan officers. She was previously manager of commercial loan production.

About the Program: The SBLA program recognizes the very best of our community’s business leaders. Qualifying nominees must have less than 100 employees to be considered and awards are presented in a number of categories including new business, community service, employee relations, business innovation, career achievement, business achievement, veteran owned business, business advocacy, not for profit business and overall achievement.

Personally Speaking: Marilyn has served on the Ambassadors committee for nine years; she has chaired the Small Business Leaders Awards committee since 2012; she chaired the How 2 Series committee in 2011 and 2012; and chaired the Ambassadors committee in 2010. She served on the Gala committee, and Marilyn was named the Ambassador of the Year in 2006, 2007 and 2008. She says, “The chamber offers tremendous networking opportunities and direct benefits from being actively involved. This is where I have chosen to focus the majority of my business-related volunteer hours on an ongoing basis.”

Generations Federal Credit Union opens two additional branches in area H-E-B stores

generations fcu logoDue to the success of its current five partnership locations, Generations Federal Credit Union has announced it has opened two additional branches in area H-E-B Grocery stores located at 9900 Wurzbach (IH-10 at Wurzbach) and 10660 West FM 471 (1604 and Culebra).  The 74-year-old credit union will celebrate the Grand Opening of the Wurzbach branch on Thursday, July 24 and the Culebra Branch Grand Opening on Thursday, July 31.  Mix 96.1’s Russell Rush will be on hand at both events to keep the festivities going.

“For today’s consumer, banking is all about convenience and access. To remain relevant in today’s competitive environment, financial institutions must meet and exceed those needs,” said Christine Voigt, Chief Operations Officer at Generations Federal Credit Union.  “Partnering with H-E-B on our current locations has surpassed our expectations and projections. Not only are the branches turn-key in comparison to stand-alone branches, but they also allow us to directly connect with our members where they live and work.”

At the grand opening events, Generations will be giving away a total of eight (8) HEB gift cards worth $1,800 each.  To be eligible to win, participants must visit one of these two new branches, open a consumer or business checking account, or mail an entry.  The promotion will run until Thursday, July 31 and additional information and official sweepstakes rules are available here.

All Generations H-E-B retail locations are full-service branches where members and potential members can open accounts, request debit cards and apply for loans, among other services.

Branch hours are Monday through Friday from 10 a.m. to 6 p.m., and Saturday from 10 a.m. to 4 p.m.  Anyone who lives, works, worships, volunteers or attends school in Bexar County, as well as family of current members, are eligible for membership.

“Generations takes a very tailored approach to banking; we have never subscribed to the one-size fits all theory when it comes to financial services. Whether it’s personalized service or customized products, we believe that making a difference daily in the lives of our members means going above and beyond, every time, every day,” concluded Voigt.

About Generations FCU
For nearly 75 years, Generations Federal Credit Union has been an advocate of financial growth and development within the community, offering award-winning financial education classes, as well as products and services that truly make a difference.  Generations strives to be a trusted advisor, offering personal attention that provides members with the financial skills they need to be successful.  Their tailored approach to banking enables them to deliver personalized service for both businesses and consumers.

SWBC takes bronze in District Advertising Award Competition

180x150-SWBCSWBC is proud to announce that its marketing department took home a Bronze American Advertising Award (formerly known as an Addy®) in the District 10 competition. Its “Operation: Shaken, Not Stirred” invitation advanced after taking Silver in the ‘Special Event Material’ category during the local contest.

“It’s such awesome accomplishment for SWBC to be recognized along with other large, well-known agencies and in-house departments,” said Kristy Moore, Vice President of SWBC Marketing. “Winning a district Bronze is very special to us because we’re going up against entries from agencies and corporate teams from all over Texas, Oklahoma, Louisiana, and Arkansas.”

The American Advertising Awards represent the largest creative competition in the world with more than 40,000 entries from top agencies and in-house departments from 200 markets coast-to-coast.

About SWBC
Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. For more information, visit SWBC’s web site at www.swbc.com.

Jim Laffoon steps into role of president and CEO at Security Service Federal Credit Union

Security Services Federal Credit UnionJim Laffoon has been named president and chief executive officer (CEO) of Security Service Federal Credit Union (SSFCU) by the credit union’s Board of Directors. Since 2012, Laffoon has served as the credit union’s president. As president and CEO, Laffoon is responsible for day-to-day operations of the enterprise and strategic direction for SSFCU’s nearly 2,000 employees in Texas, Colorado and Utah. SSFCU’s former CEO, David E. Reynolds, retired in March.

ssfcuLaffoon began his career with SSFCU in 1989 and steadily advanced into roles of increasing responsibility, serving as the credit union’s primary strategist, corporate planner, technologist and operations manager. He was named executive vice president and chief operating officer in 2002.

Laffoon earned a bachelor’s degree in business administration with an emphasis in finance from The University of Texas. Before joining SSFCU, he served as a senior consultant with Arthur Anderson and Co.

About Security Service Federal Credit Union
Security Service Federal Credit Union offers competitive, affordable financial products and services designed to meet the needs of its members. Headquartered in San Antonio, Texas, Security Service is an industry-leading financial institution with $7.9 billion in assets and 70 locations in Texas, Colorado and Utah. The credit union is among the top 10 credit unions in the nation. Security Service strives to be America’s best credit union and provides the true benefits of credit union membership with financial services of the highest quality and value. Learn more at www.ssfcu.org or call 1-888-415-7878.

BBVA Compass appoints two new members to its San Antonio advisory board

Logo BBVA Compass.Fh11Former Zachry Holdings Inc. senior vice president Kenneth Oleson and retired cardiac surgeon Dr. Alfonso Chiscano have joined BBVA Compass’ San Antonio advisory board.

BBVA Compass_ChiscanoAlfonso_suitA native of the Canary Islands, Chiscano earned his medical degree in Spain before moving to the United States in the 1960s to practice medicine in several hospitals. He ran his own private practice as a cardiac surgeon in San Antonio from 1972 until 2007. He is a senior member of the American Medical Association, Texas Medical Association and the Bexar County Medical Society.

BBVACompass_Ken_Oleson_Oleson was a senior vice president at San Antonio-based Zachry, where he led negotiations for the company involving project finance arrangements and was active in acquisitions. Before joining Zachry, he worked as an executive with leading energy firms. Oleson has served on several local boards and is now the finance committee chair of the Briscoe Western Art Museum’s board.

“I’m pleased to welcome Dr. Chiscano and Mr. Oleson to our growing board,” said Andrea Smith, BBVA Compass’ San Antonio city president. “They both know the city well and will provide key insights for us as we focus on providing the best service and products for our customers.”

Oleson and Chiscano join other distinguished community leaders on the board, including: Clark Boddy, a real estate advisor; James Pfirrmann of BlueBonnet Capital Mortgage and Better Homes & Gardens Real Estate Bradfield Properties; Jason Reyes of Reyes Automotive Group; Jonathan Starr of Rosenthal Pauerstein Sandoloski Agather LLP; and Jack Stein of Hanke, Green & Stein.

About BBVA Compass
BBVA Compass is a Sunbelt-based financial institution that operates 685 branches, including 350 in Texas, 90 in Alabama, 78 in Arizona, 64 in California, 45 in Florida, 38 in Colorado and 20 in New Mexico. BBVA Compass ranks among the top 25 largest U.S. commercial banks based on deposit market share and ranks among the largest banks in Alabama (2nd), Texas (4th) and Arizona (5th). BBVA Compass has been recognized as one of the leading small business lenders by the Small Business Administration and was recently awarded the 2013 Celent Model Bank Award for its new core banking platform. Additional information about BBVA Compass can be found at www.bbvacompass.com.

Two changes in Security Service Federal Credit Union mortgage department

Security Services Federal Credit UnionSecurity Service Federal Credit Union (SSFCU) is pleased to announce that Michael Manley has been promoted to assistant vice president of mortgage operations responsible for underwriting/closing/post-closing and secondary marketing functions of the SSFCU mortgage services department. He was previously assistant vice president of mortgage services.

SSFCU_MikeManleyManley joined SSFCU in 1992 as a senior loan officer after serving as a contract specialist with the Resolution Trust Corporation/Federal Deposit Insurance Corporation. In his new position, he will be able to direct his team to operate more efficiently and effectively to enhance each member’s experience. He holds a bachelor of business administration degree in finance from the University of Houston and is a candidate for the Certified Mortgage Banker (CMB) designation awarded by the National Mortgage Bankers Association. He also serves on the board of directors for the Texas Mortgage Bankers Association.

SSFCU_SluzevichIn addition, Aaron Sluzevich has joined Security Service Federal Credit Union (SSFCU) as the credit union’s new assistant vice president of mortgage originations, responsible for cultivating the growth of the mortgage originations platform, offering competitive mortgage related products while streamlining the process to enhance member service.

With 13 years experience in mortgage lending, Sluzevich was the mortgage originations supervisor at Florida-based VyStar Credit Union prior to joining SSFCU.

He holds a bachelor’s degree in speech communication from Colorado State University and is a member of Sigma Chi – Beta Tau Chapter.

About Security Service Federal Credit Union
Security Service Federal Credit Union offers competitive, affordable financial products and services designed to meet the needs of its members. Headquartered in San Antonio, Texas, Security Service is an industry-leading financial institution with $7.5 billion in assets and 70 locations in Texas, Colorado and Utah. The credit union is among the top 10 credit unions in the nation. Security Service strives to be America’s best credit union and provides the true benefits of credit union membership with financial services of the highest quality and value. Learn more at www.ssfcu.org or call 1-888-415-7878.

SSFCU promotes two to Assistant Vice President

Security Services Federal Credit UnionSecurity Service Federal Credit Union (SSFCU) is pleased to announce that John Daves, Jr., has been promoted to assistant vice president of facilities and development and Letha Harrelson to assistant vice president of business development.

JohnDaves2014_FinalDaves joined SSFCU as manager of support services and real estate development in 2002 and has been instrumental in managing all of the credit union’s real estate leasing activities, construction development projects, branch modifications and mailroom operations. In his new role, he will oversee the maintenance and management of all corporately owned and leased facilities, as well as assist with construction development activities enterprise-wide.

Letha HarrelsonWith more than 35 years experience in project management, sales, marketing and customer service, Harrelson has managed new business development and financial literacy outreach for the credit union over the last 14 years. Her efforts helped the credit union receive the Dora Maxwell Award for Outstanding Social Responsibility and Honorable Mention for the Desjardins Youth Financial Education Award awarded by the Credit Union National Association – both multiple times. In 2012, she was named manager of the year for SSFCU’s Central Region.

About Security Service Federal Credit Union
Security Service Federal Credit Union offers competitive, affordable financial products and services designed to meet the needs of its members. Headquartered in San Antonio, Texas, Security Service is an industry-leading financial institution with $7.5 billion in assets and 70 locations in Texas, Colorado and Utah. The credit union is among the top 10 credit unions in the nation. Security Service strives to be America’s best credit union and provides the true benefits of credit union membership with financial services of the highest quality and value. Learn more at www.ssfcu.org or call 1-888-415-7878.

Broadway Bank Promotes Carlos Torres to Human Resources Director

Broadway Bank logoCarlos Torres was named executive vice president and human resources director at Broadway Bank where he has served as senior vice president and human resources manager since 2008. Torres has worked in the human resources arena for 23 years in various capacities, including talent acquisition, employee relations, compensation and benefits design, strategic management, and employee and leadership development.

“I am excited that Carlos has taken on this new leadership role with Broadway Bank. It is a great opportunity for him to lead us in the various strategic initiatives that strengthen our culture, recruit the best bankers and retain a workforce that is dedicated to the Broadway experience,” said Jim Goudge, Broadway Bank chairman and chief executive officer.

While at Broadway Bank, Torres has developed leadership competencies and programs to educate and develop leaders. He also has managed the bank’s recruitment program, creating a comprehensive compensation and job description review for the organization. He revised and implemented new human resources policies to support organizational strategies including the nicotine-free hiring policy. In addition, Torres spearheaded the development of the “Managing Employee Performance within the Broadway Culture” leadership class. His Wellness@Broadway Bank initiative gained the bank recognition as a local Fit-Friendly Company from the American Heart Association and from the Mayor’s Fitness Council as a healthy workplace, along with accolades from several other organizations.

“I am honored to assume the role of human resources director for Broadway Bank,” said Torres. “Our philosophy of employee first defines our commitment to a great place to work. I am humbled to be a part of such a great company which is committed to its employees, customers and the community,” he added.

A San Antonio native, Torres graduated from Central Catholic High School. He has a bachelor’s degree from St. Edward’s University in Austin. He is the 2014-2015 chairman of the American Diabetes Association Leadership Board, co-chairman for the 2014 KLRN Wine Festival and the 2013-2014 chairman of the “My Heart. My Life” committee for the American Heart Association, among others.

About Broadway Bank
Headquartered in San Antonio, Broadway Bank was founded in 1941. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full- range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $2.9 billion in total assets, the highly rated Bank operates 38 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.

Broadway Bank announces promotions, new market managers

BroadwayBank_Logo_tag

W_ScrogginsWade Scroggins joins Broadway Bank as vice president, market manager of Broadway Bank’s Wilderness Oak Banking Center, which is slated for completion in June. He will serve as market manager at the Encino Banking Center in the interim. Scroggins brings 13 years of experience in the Stone Oak/Vineyard market area. He earned a Bachelor of Business Administration degree from the University of Texas at Arlington and holds Series 7, 63 and Group I licenses. He is active in the North San Antonio Chamber of Commerce and Stone Oak Business Association.

SONY DSCMike Rowland has been promoted to market manager, military liaison officer at the Broadway Bank Fort Sam Houston Banking Center and will interact with all military units on Joint Base San Antonio. He joined Broadway in 2010 as a military business development officer. Rowland, a retired chief master sergeant, served 30 years in the U.S. Air Force. He serves on the board of the San Antonio Chamber of Commerce and is chairman of its Military Affairs Committee. Rowland recently earned his Masters of Business Administration degree from the University of Phoenix.

SONY DSCAngela Portwood has been named vice president. Portwood began her career with Broadway Bank in January 2007 as a credit analyst in the credit department. She has received several promotions and presently serves Broadway Bank as a credit risk analyst in the enterprise risk management department. Portwood earned a Bachelor of Business Administration degree in finance from Texas Tech University.

K_Bell-2013Karen Bell, learning and development facilitator, has been named banking officer. She began her career at Broadway Bank in April 1994 and has served as a Wealth Management Division assistant, trust associate and senior training officer. She earned a Bachelor of Arts in psychology of organizations and development from the University of the Incarnate Word.

A_Garza-2013Anna Garza has been named banking officer. Garza began her career at Broadway Bank in December 2010 as a learning and development facilitator. She received a Bachelor of English and a secondary teaching certification from the University of Texas at San Antonio. She also has Microsoft Office specialist certifications.

About Broadway Bank
Headquartered in San Antonio, Broadway Bank was founded in 1941. It has evolved from a small neighborhood bank into one of the largest independently owned banks in Texas. Today, Broadway Bank continues to function as a family-owned and operated financial institution. Broadway Bank offers a full range of sophisticated financial services, including personal banking, private banking, military banking, business banking and wealth management. With more than $2.9 billion in total assets, the highly-rated Bank operates 39 locations in San Antonio, Austin and the surrounding areas. Visit the Broadway Bank website at broadwaybank.com for more information.

Leadership Lab Chair: Lisa Pinto, SWBC

Pinto_LisaAbout the Company: SWBC is a diversified financial services company providing a wide range of insurance, investments, mortgages, employee benefits, and more to individuals, businesses, and financial institutions. I am the Assistant Vice President of Marketing and Public Relations. I am responsible for the company’s public relations efforts and working with the media throughout the country. I also lead our business-to-business marketing efforts.

About the Program: Leadership Lab is an award-winning program that fosters and enhances leadership by focusing on a foundation of relationship building and professional development utilizing new and innovative practices. More than just a nine-month experience—the relationships nurtured and the personal development gained from the program inspire greatness in personal and organizational leadership.

Personally Speaking: Lisa is a 2008 graduate of the North San Antonio Chamber Leadership Lab. Lisa says, “This program is a wonderful personal and professional development course that helps all of the area’s rising stars! It helped me tremendously as I became a manager with SWBC.” Lisa also serves on the Chamber’s Gala creative committee.