Annika Melendez
Bronx
Summary
Relationship-driven professional with over five years of experience in consultative client engagement, revenue growth, and strategic problem solving within regulated environments. Proven ability to build trust across diverse client bases, identify growth opportunities, and collaborate cross-functionally to deliver tailored solutions. Seeking to leverage territory relationship and client strategy strengths in a hospital and institutional customer-facing role.
Overview
6
6
years of professional experience
Work History
Universal Banker
Citibank
Larchmont
06.2024 - Current
- Manage and grow client relationships through consultative discussions to assess financial needs and deliver tailored solutions.
- Contribute to branch performance by identifying cross-selling opportunities and generating referrals to specialized partners.
- Resolve complex client issues while maintaining strict adherence to regulatory and compliance standards.
- Educate clients on digital tools and banking solutions to strengthen engagement and retention.
Associate Banker – Market Expansion
JPMorgan Chase
Throggs Neck
10.2019 - 06.2024
- Built long-term client partnerships through personalized financial consultations and strategic product alignment.
- Consistently met or exceeded performance metrics in a high-volume, goal-driven environment.
- Collaborated with internal stakeholders to deliver seamless client experiences and drive business growth.
- Mentored junior team members on client service excellence and compliance practices.
Front Desk Supervisor
Cambria Hotel & Suites White Plains
White Plains
Administrative Assistant
Riverbay Corporation
- Developed strong operational coordination, stakeholder communication, and issue-resolution skills in fast-paced environments.
Education
Bachelor of Science - Finance
Western Governors University
Skills
- Relationship & Account Management
- Consultative Sales & Needs Assessment
- Revenue Growth & Goal Achievement
- Cross-Functional Collaboration
- Regulatory & Compliance Standards
- Client Retention Strategies
- Strategic Problem Solving
Timeline
Universal Banker
Citibank
06.2024 - Current
Associate Banker – Market Expansion
JPMorgan Chase
10.2019 - 06.2024
Front Desk Supervisor
Cambria Hotel & Suites White Plains
Administrative Assistant
Riverbay Corporation
Bachelor of Science - Finance
Western Governors University