Jeff Heitmann

Lead Business Relationship Manager at Bay Federal Credit Union

Jeff Heitmann is an experienced financial professional currently serving as the Lead Business Relationship Manager at Bay Federal Credit Union since March 2020, where responsibilities include leading and developing the Business Banking Platform as well as creating and implementing organizational guidelines and pricing models. Prior to this role, Jeff held positions at Bank of the West as a Business Relationship Manager II- Vice President, and at Wells Fargo as a Business Development Officer/Vice President, both focused on identifying and developing Business Banking opportunities and providing financial solutions. Additional experience includes managing a banking center at Comerica Bank, serving as a Mortgage Consultant at Countrywide Home Loans and First Horizon Home Loans, as well as working as an Assistant Branch Manager at Bay Federal Credit Union. Jeff holds a Bachelor of Science degree in Economics from Santa Clara University.

Location

Santa Cruz, United States

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Bay Federal Credit Union

Bay Federal Credit Union was started 62 years ago when local school teachers pooled their money together to start a credit union. That investment has grown through an amazing journey of involvement into the area’s largest locally-owned financial institution, with over $1 billion in assets. Bay Federal provides full service financial products and solutions to Santa Cruz, Monterey, and San Benito counties.


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Employees

201-500

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