Alma Mendez
Indio,CA
Summary
Seasoned Licensed Relationship Banker with deep understanding of client relationship management, financial planning and sales strategies. Demonstrated skills in cross-selling banking products and services while maintaining high levels of customer satisfaction. Proven ability to lead and motivate teams towards achieving business objectives. Significant impact on previous roles through enhanced customer service and team performance.
Overview
1
1
Language
1
1
Certification
11
11
years of professional experience
Work History
Licensed Relationship Banker
JPMorgan Chase
Palm Desert, CA
04.2024 - Current
- Advised Chase branch clients on deposit, credit, and lending solutions.
- Uncovered customer needs through consultative conversations and financial reviews.
- Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
- Organize client events to enhance client bonding.
- Referred clients to specialists for mortgages, investments, and business banking.
- Verified customer identity and followed JPMorgan Chase compliance procedures.
- Identified opportunities for cross-selling additional bank products and services to existing customers.
- Managed a portfolio of high net worth clients, providing personalized advice on investments, insurance products, and estate planning strategies.
Personal Banker
Wells Fargo Bank, N.A.
Palm Desert, California
10.2017 - 10.2024
- Managed customer relationships through needs-based banking conversations at Wells Fargo branches.
- Opened checking, savings, and certificate accounts following Wells Fargo policies.
- Recommended deposit, credit, and lending products aligned with customer goals.
- Supported branch compliance with KYC, CIP, and security procedures.
- Followed operational standards, promoting security, risk management and compliance.
- Cross-sold banking products such as credit cards, loans and investments.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Teller
Wells Fargo Bank, N.A.
Indio, California
06.2015 - 10.2016
- Processed cash deposits, withdrawals, and transfers for Wells Fargo customer accounts.
- Balanced teller drawer and reconciled cash counts at shift close.
- Verified customer identification and followed bank security procedures.
Education
Desert Mirage High School
Thermal, CASkills
- Branch banking operations
- Cross sell strategy
- Portfolio management
- Consultative communication
- Problem solving
Languages
Spanish
Professional
Certification
- SIE, series 6,series63, life insurance, notary public
Timeline
Licensed Relationship Banker
JPMorgan Chase
04.2024 - Current
Personal Banker
Wells Fargo Bank, N.A.
10.2017 - 10.2024
Teller
Wells Fargo Bank, N.A.
06.2015 - 10.2016
Desert Mirage High School