CHRISTIAN MENDEZ
Santa Barbara,CA
Summary
Dedicated and results-driven Personal Banker with 9 years of experience. Holds a strong history of building relationships with high-value accounts, business development, & consultative sales. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands on customer service abilities. An expert at developing and mentoring personal bankers to maximize sales performance.
Overview
9
9
years of professional experience
Work History
Personal Banker III
Montecito Bank & Trust
Santa Barbara, CA
08.2017 - Current
- Proven ability to understand and implement a calling plan that meets business development expectations
- Works with various partners to ensure clients have the right products to meet their needs. Actively refers clients to other bank areas for additional needs.
- Recognize opportunities for cross-selling additional banking products or services.
- Educate customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Branch Service Specialist
Union Bank
Santa Barbara, CA
02.2015 - 08.2017
- Identify and recommend appropriate bank services that result in quality sales and best meet customers’ needs
- Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements.
- Assisted customers with deposits, withdrawals and other transactions.
- Performed daily branch operations including cash reconciliations, vault balancing, and customer service activities.
- Developed strong relationships with customers to ensure loyalty and satisfaction.
Education
Santa Barbara City College
Santa Barbara, CA01-2014
High School Diploma -
San Marcos High School
Santa Barbara, CA06.2013
Skills
- Notary Public license
- Exceeds expectations by providing superior quality service in a professional, efficient and courteous manner
- Provide support to all customer queries in two languages (English & Spanish)
- Proficient in using computers and other financial systems
- Relationship building and management
Timeline
Personal Banker III
Montecito Bank & Trust
08.2017 - Current
Branch Service Specialist
Union Bank
02.2015 - 08.2017
Santa Barbara City College
High School Diploma -
San Marcos High School
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