Carlos Mendoza
Avenel,NJ
Summary
High-performing banking professional with extensive experience in retail and small business relationship development. Recognized for strong business development efforts, consultative sales execution, and consistent credit and deposit growth performance. Skilled in community outreach, cross-selling, and identifying financial opportunities through strategic discovery conversations. Proven ability to deepen client relationships while operating with strong compliance and risk discipline.
Overview
12
12
years of professional experience
Work History
Sales & Service Representative III
PNC Bank
09.2025 - Current
- Manage client relationships within a performance-driven virtual banking environment.
- Frequently exceed expectations in credit card production and loan application generation through consultative financial conversations.
- Identify financial gaps using probing discovery techniques, resulting in increased cross-sell conversion and referral activity.
- Recognized for strong client experience scores and ability to convert service interactions into revenue opportunities.
- Collaborate with mortgage and business banking partners to expand household penetration and long-term client value.
- Maintain strict regulatory compliance and risk awareness while driving production results.
- Remote
Branch Ambassador
Capital One Bank
Iselin, NJ
09.2015 - 02.2018
- Ranked among top-performing bankers in small business and credit product acquisition within branch.
- Conducted proactive outreach to local businesses, generating new business accounts and expanding employee banking relationships.
- Built strong community presence through in-person business development and relationship-building efforts.
- Consistently converted referrals across lending, investment, and merchant services partners.
Personal Banking Representative
Santander Bank
Edison, NJ
06.2014 - 08.2015
- Actively pursued local business relationships, successfully onboarding new business and personal banking clients.
- Generated new account growth through community outreach and consultative sales conversations.
- Delivered exceptional client experience while contributing to branch production goals.
Skills
- Business Development
- Small Business Acquisition
- Credit & Lending Solutions
- Consultative Sales
- Relationship Deepening
- Referral Generation
- Community Outreach
- Portfolio Growth
- Regulatory Compliance
Languages
Spanish
Timeline
Sales & Service Representative III
PNC Bank
09.2025 - Current
Branch Ambassador
Capital One Bank
09.2015 - 02.2018
Personal Banking Representative
Santander Bank
06.2014 - 08.2015