Jo-Anne Mendes
North Babylon,NY
Summary
Experienced professional with a strong background in constituent services, government, and finance. Demonstrated ability to deliver results and lead with effective communication and problem-solving skills. Versatile in working independently or as a dependable team leader, showcasing adaptable management abilities.
Overview
37
37
years of professional experience
Work History
Legislative Aide
Town of Huntington
01.2012 - Current
- Provides administrative and research support to an Elected Official by assisting with policy analysis, drafting legislation, managing constituent communication, and preparing background materials for an Elected Official before public appearances and speeches; plays a fundamental role to the efficiency and effectiveness of the Elected Official's ability to carry out his/her official duties.
- Analyses and assists in the preparation of legislation by gathering data, and providing summaries on relevant topics to an Elected by developing talking points; briefs Elected Official on key issues.
- Effectively accomplishes multiple tasks, deadlines, and priorities on behalf of an Elected Official.
- Prepares proclamations and awards of distinction.
- Manages constituent relations for an Elected Official by responding to constituent inquiries, scheduling meetings, and addressing concerns.
- Reviews budget documents and assesses the potential impacts on the Elected Official's constituency.
- Coordinates and collaborates with other departments in Town Hall, as well as outside entities, to address constituent concerns, schedule events and coordinate the execution of Town events hosted for the community by the Elected Official.
- Entrusted with the task of implementing and overseeing initiatives and programs on behalf of an Elected Official.
- Oversees the work of the Elected Official's Legislative Secretary to ensure accuracy in work product.
- Assisted constituents with navigating government agencies and resources, providing valuable information that facilitated problem-solving efforts.
- Contributed to successful legislative sessions by managing schedules, preparing materials, and coordinating logistics for the Elected Official.
Client Services Manager
Asset Advisory Services
01.2008 - 01.2012
- Successfully balances a broad spectrum of responsibilities including coordinating daily calendar, maintain and organize client proposals and account documentation, research, regulatory compliance and resolution of customer service issues and maintaining the integrity of day-to-day operations.
- Accountable for all operational duties, compliance of account documentation, processing of orders and processing of mail and logs.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Coordinating seminars, business calls, mailings, and client reviews.
- Responsible for the accurate processing of financial transactions and customer inquiries.
- Collaborated with cross-functional teams to ensure timely delivery of projects, meeting or exceeding client expectations.
- Responsible for processing payroll and banking.
Financial Services Professional
New York Life Insurance Company
01.2005 - 01.2008
- Build relationships based on trust and creditability, to be able to assist the client with their business and personal financial needs.
- This includes: employer/employee benefits, tax-saving strategies, investments, insurance needs, retirement planning and college planning.
- Responsible for building, retaining, and expanding networking contacts to better assist business and personal clients.
- Worked closely with various partners to strategize sales techniques to increase production and customer service.
Assistant Branch Manager
JPMorgan Chase
11.2001 - 11.2004
- Responsible for retaining, expanding, and deepening banking relationships with high-net-worth clients, as well as acquiring desirable targeted new customers.
- Consistently demonstrates the ability to build trust and creditability with clients.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Successfully balances a broad spectrum of responsibilities including supervision and development of staff, research, and resolution of customer service issues and maintaining the integrity of day-to-day operations.
- Trained and developed new team members in alignment with branch service standards and objectives. Adept at uncovering individual strengths and leveraging them too effectively build a strong cohesive team.
- Assumes all managerial responsibilities in the absence of the Branch Manager.
Client Associate Manager
JPMorgan Chase
04.1999 - 11.2001
- Responsible for all client associate issues, daily operations of area, internal controls, training, and managing staff. Adept at uncovering individual strengths and leveraging them too effectively build a strong cohesive team.
- Ensured that all service quality issues were addressed and goals were consistently met.
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Service Manager
JPMorgan Chase
10.1997 - 04.1999
- Ensured that all service quality issues were addressed and goals were consistently met.
- Accountable for all operational duties, audits, training, and managing of the teller and service staff of twelve.
- Responsible for credit inquires and credit decision related to customer accounts.
- Resolved customer complaints in professional and timely manner.
Merger Integration Trainer and Consolidation Assistant
JPMorgan Chase
12.1996 - 10.1997
- Responsible for training branch staff in consumer product knowledge, service strategies, and computer skills.
- Successfully prepared branches for consolidation resulting in a seamless customer transition.
- Assisted branches with day-to-day business, opened accounts for walk-in customers and cross-sold additional products.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
Acting Service Manager and Sales Representative
JPMorgan Chase
03.1993 - 12.1996
- Accountable for all Service Manager responsibilities, which include but not limited to credit decisions and credit inquiries regarding customer accounts.
- Responsible for implementing all marketing strategies directed by Sales Manager.
- Increased sales by implementing seminars, business calls, mailings, telemarketing, and in branch advertising.
- Implemented a training program for newly hired salespersons, which utilized hands on coaching, structured classes, and role-playing.
Teller Supervisor
JPMorgan Chase
10.1989 - 03.1993
- Responsible for all client associate issues, daily operations of area, internal controls, training, and managing staff.
- Responsible for the accurate processing of financial transactions and customer inquiries.
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
Teller
JPMorgan Chase
01.1988 - 10.1989
- Responsible for the accurate processing of financial transactions and customer inquiries.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
Bachelor of Business Administration - Banking and Finance
Hofstra University
Hempstead, New YorkLife Underwriters Training Consultant -
American College
Skills
- Strategic Political Planning
- Office Management
- Operational Coordination Skills
- Effective Communication Skills
- Employee Supervision
- Organizational Time Management
- Effective Team Contributor
- Proficient in Building Constituent Relationships
Accomplishments
- Designed and implemented New York Life Child ID events
- New York Life Rookie of the Month, July 2005
- All Star Winner 2003, 2001
- Circle Star Winner 2002
Timeline
Legislative Aide
Town of Huntington
01.2012 - Current
Client Services Manager
Asset Advisory Services
01.2008 - 01.2012
Financial Services Professional
New York Life Insurance Company
01.2005 - 01.2008
Assistant Branch Manager
JPMorgan Chase
11.2001 - 11.2004
Client Associate Manager
JPMorgan Chase
04.1999 - 11.2001
Service Manager
JPMorgan Chase
10.1997 - 04.1999
Merger Integration Trainer and Consolidation Assistant
JPMorgan Chase
12.1996 - 10.1997
Acting Service Manager and Sales Representative
JPMorgan Chase
03.1993 - 12.1996
Teller Supervisor
JPMorgan Chase
10.1989 - 03.1993
Teller
JPMorgan Chase
01.1988 - 10.1989
Life Underwriters Training Consultant -
American College
Bachelor of Business Administration - Banking and Finance
Hofstra University
Similar Profiles
LILY SMYTHLILY SMYTH
Camp Artistic Director at Town of HuntingtonCamp Artistic Director at Town of Huntington
Caroline McGreevyCaroline McGreevy
Summer Camp Counselor at Town Of HuntingtonSummer Camp Counselor at Town Of Huntington
Michaela ManiscalcoMichaela Maniscalco
Beach Attendant at Town Of HuntingtonBeach Attendant at Town Of Huntington