Yomary Valez Named VP-Retail Banking by Addition Financial

LAKE MARY, Fla.— Addition Financial Credit Union has promoted Yomary Velez to vice president of retail banking, a key leadership role responsible for directing the operations of the credit union’s growing branch network and its high school branch program.

Velez, who joined Addition Financial in 2010, brings 22 years of banking industry experience and a deep understanding of member service and retail operations. She currently serves a regional manager, overseeing six branches. Her career with the credit union has spanned multiple roles, beginning as a Peak-Time Member Service Representative and advancing through positions including Head Teller, Assistant Branch Manager, and Branch Manager. 

She also played a leading role in opening two new Addition Financial branches during her tenure.

“As Addition Financial continues to grow, especially with the upcoming merger, we need leaders who understand our culture and have a clear vision for the future. Yomary brings both,” COO Kevin Dougherty said in a statement.“Her experience and passion for member service make her the ideal leader to guide our branch network into the future.”

In her new role, Velez will oversee the organization’s entire branch network that will total 37 branches and 11 high school branches following Addition Financial’s pending merger with Envision Credit Union. Reporting directly to the COO, she will lead strategic initiatives aimed at enhancing the member experience, fostering community impact, and empowering high-performing teams.

As Vice President of Retail Banking, Velez will focus on aligning people, processes, and performance with the credit union’s values and long-term growth strategy. She will champion a member-centric approach, using data-driven insights and empathetic leadership to deliver meaningful results.

“It is an honor to step into this role and lead such an incredible team,” said Velez. “Addition Financial has shaped my career, and I’m excited to continue helping our members achieve their financial goals while making a lasting impact in the communities we serve.”

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