Bridget B. Mendoza
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Summary
Dynamic financial professional with a proven track record at Bank of America, recognized as a 2024 Pinnacle Achievement top performer. Expert in relationship building and cash flow forecasting, delivering tailored solutions that drive business growth and enhance client satisfaction. Committed to exceeding expectations and fostering long-term partnerships. Fluent in Spanish.
Overview
17
17
years of professional experience
Work History
AVP; Business Solution Advisor
Bank of America
07.2019 - Current
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Provided expert guidance on cash management services to optimize clients daily operations and liquidity management.
- Increased small business client satisfaction by providing tailored financial solutions and exceptional customer service.
- Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
- Conducted comprehensive financial reviews for new and existing clients, identifying opportunities for growth and improvement.
- Developed strategies to increase deposit growth by offering competitive products and services tailored to small business needs.
- Counseled struggling businesses on debt restructuring options available through various loan programs offered by the bank.
- Established strong relationships with small business owners, earning trust as a reliable financial advisor.
- Collaborated with banking partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client''s unique needs.
- Delivered customized lending solutions to help small businesses achieve their short-term and long-term objectives.
- Attained top sales performer: 2024 Pinnacle Achievement status through diligent work ethic and focus on achieving goals consistently.
Lead Member Sales Executive III
First Financial Credit Union
03.2015 - 06.2019
- Achieved sales goals and service targets by cultivating and securing new member relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Implemented fraud prevention measures to protect customers accounts and safeguard the bank''s assets.
- Assisted in business development marketing campaigns aimed at attracting new members tailored to the educational community.
- Collaborated with internal teams to streamline loan processing, reducing application turnaround time.
- Achieved top sales performer status within the company consistently by meeting or exceeding monthly targets.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Personal Banker
US Bank National Association
11.2008 - 02.2015
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Achieved top sales performer status due to a relentless focus on meeting and exceeding established goals.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Education
Business Management
California State Polytechnic University, Pomona
Pomona, CA06-2018
Associate of Science - Business Administration
Chaffey College
Rancho Cucamonga, CA03-2015
Skills
- 2024 Pinnacle Achievement as top performer
- Fluent Spanish
- Business growth strategies
- Relationship building and management
- Portfolio management
- Cash flow forecasting
- Commercial lending
- Credit assessment
- Deal structuring
- Problem-solving
- Time management
Websites
Accomplishments
- Achieved 2024 Pinnacle Top Performer through consistently exceeding quarterly goals.
Languages
Spanish
Full Professional
Timeline
AVP; Business Solution Advisor
Bank of America
07.2019 - Current
Lead Member Sales Executive III
First Financial Credit Union
03.2015 - 06.2019
Personal Banker
US Bank National Association
11.2008 - 02.2015
Business Management
California State Polytechnic University, Pomona
Associate of Science - Business Administration
Chaffey College
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