Erik Melendez
Nashville,TN
Summary
Dedicated banking professional known for building relationships and delivering exceptional customer service. Experienced in executing transactions accurately and supporting cross-selling initiatives to enhance client satisfaction and drive business growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JPMorgan Chase
08.2025 - Current
- Assisted clients in identifying financial needs and providing tailored banking solutions.
- Executed daily transactions accurately, ensuring compliance with bank policies and procedures.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Ensured regulatory compliance by accurately completing documentation and adhering to bank policies.
Owner/Operator
Costa Azul Grill & Bar
11.2023 - Current
- Managed daily operations, ensuring high standards of food quality and customer service.
- Developed and implemented staff training programs to enhance service efficiency.
- Oversaw inventory management processes, reducing waste and optimizing supply costs.
- Coordinated marketing initiatives to increase brand visibility and customer engagement.
Licensed Relationship Banker
JPMorgan Chase
01.2023 - 11.2023
- Responded promptly to client inquiries, resolving issues efficiently to uphold service standards.
- Supported branch sales initiatives by cross-selling relevant banking products to enhance client satisfaction.
- Collaborated with team members to achieve branch goals and improve overall customer experience.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
Licensed Insurance Agent
USHEALTH Group
10.2021 - 01.2023
- Educated clients on insurance products and coverage options to ensure informed decision-making.
- Assisted in processing policy applications, ensuring accuracy and compliance with regulatory standards.
- Developed strong relationships with clients through effective communication and personalized service.
- Conducted regular follow-ups to address client inquiries and resolve issues promptly.
Education
University of The Cumberlands
Williamsburg, Kentucky, KYUniversity of Tennessee
Knoxville, TNSkills
- Relationship building and management
- Banking
- Customer Service-oriented
- Sales expertise
- Business development
Certification
- SIE
- Series 6
- Series 63
- Life Insurance License
- Health Insurance License
Languages
Spanish
Native or Bilingual
Timeline
Licensed Relationship Banker
JPMorgan Chase
08.2025 - Current
Owner/Operator
Costa Azul Grill & Bar
11.2023 - Current
Licensed Relationship Banker
JPMorgan Chase
01.2023 - 11.2023
Licensed Insurance Agent
USHEALTH Group
10.2021 - 01.2023
University of The Cumberlands
University of Tennessee