Jose Mendez
Sacramento,CA
Summary
Motivated and detail-oriented individual with retail banking background with over 6+ years of banking experience focusing on Consumer & Small business, as well as banking operations. Areas of expertise include small business, client retention & satisfaction. Extensive background in Management with over 5 years of team management and retention. Strong skills with time management, identifying talented individuals. Proficient dealing with Small Business clients identifying needs and making recommendations to partners.
Overview
11
11
years of professional experience
Work History
Senior Banker
Bank of America
01.2019 - Current
- Successfully identify clients personal financial goals and needs
- Communicate effectively and confidently, and is comfortable engaging all clients
- Deepen client rapport – Establishing client rapport opens the door to financial guidance building trust that eventually opens the door to having several conversations
- Refer to appropriate partners such as Small Business Lending, Small Business Bankers, Home Loan officers, Financial Solution Advisors, all depending on financial review with client
- Proficient in SSA, Interact, CMC, BFT, Proof reading work reviewing for any potential discrepancies or errors to prevent financial center losses, ICOM (ordering cash for financial center)
- Operational knowledge, closing/processing wire transfers, auditing keys, balancing vault including opening- closing procedures
- Notarize documents including HELOC Closing docs, Affidavits and miscellaneous documents
- Provide support to Financial Center Manager, coaching other associates and helping them develop skills that will help them for their next role
General Manager
Tacobell
01.2014 - 01.2019
- Direct financial decisions to increase efficiency
- Create schedules and staff as restaurant needs
- Hire new team members and train them accordingly
- Report sales, losses, profits to District manager [during management, managed to increase sales by 25% in less than 1 year, from 1.2 Million to 1.9 Million in annual revenue]
- Food orders, ordering inventory to successfully operate restaurant
- Develop and Train new team members, from team members to store Managers
- Client Engagement stands held above 90% [ Managed to maintain 99% last quarter worked with company]
- Last Audit received a 97%, which was the highest in the company and the highest to date in my District Managers District
- Experienced working in an environment with individuals and team goals where goals were routinely met or exceeded
Education
High School -
Pioneer High School
Woodland, CA06.2014
Skills
- Ability to work independently
- Microsoft Excel/Outlook/PowerPoint/Word/SalesForce
- Time management
- Multitasking
- Adaptability
- De-escalating conflicts
- Cash ordering
- Risk management policies
- Operational efficiency
- Team member development
Timeline
Senior Banker
Bank of America
01.2019 - Current
General Manager
Tacobell
01.2014 - 01.2019
High School -
Pioneer High School
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