Jose Espinoza Mejia
Santa Ana,Ca
Summary
Devoted banker with expertise in consumer lending (home equity loans and lines of credit), security procedures, and account activities. capable of creating and maintaining relationships with clients to fulfill requests, develop loyalty, and stimulate competitive growth. successful in routinely surpassing sales targets. Team player who places a strong emphasis on offering top-notch customer service. I'm currently trying to advance my finance industry profession.
Overview
4
4
years of professional experience
Work History
Client Relationship Consultant IV
U.S. Bank
02.2023 - Current
- Ability to engage with management in assuring day to day operations are being done as effectively as possible
- Responsible for assisting branch managers with any branch notifications, audits, regulatory & compliance issues
- Serve as a leader within your team and be a resource for them with any questions or concerns they might have
- Assist management with ensuring that all metrics and responsibilities are on track to be completed by all staff.
Client Relationship Consultant II & III
03.2021 - 02.2023
- Responsible for meeting monthly, quarterly & annual metrics that consist of revenue, sales & customer satisfaction
- Expected to be able to introduce U.S
- Bank partners (wealth management, investment & business banking)
- Required to take on a leadership role within your team in the form of a team lead
- Expected to be able to properly communicate all new metrics, promotional campaigns & required goals to your team
- Serve as a mentor in your district to new employees on a quarterly basis
- Inspire, mold & guide them in order to set them up for success within the company
- Expected to be able to maintain previous responsibilities and tackle a more management type of
Client Relationship Consultant
02.2020 - 03.2021
- Responsible for building relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel
- In charge of attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs
- Also responsible for originating and closing consumer loans, opening accounts, balancing our daily cash when opening and/or closing the branch
- Responsible for the daily teller line and transactions like withdrawals, deposits and account issues.
Education
Bachelor of Science - Business Management and Economics
University of California, Merced
Skills
- Evaluate Financial Histories
- Investment Recommendations
- Prospective Client Engagement
- Conflict Resolution Techniques
- Client Consulting
- Credit Management
Timeline
Client Relationship Consultant IV
U.S. Bank
02.2023 - Current
Client Relationship Consultant II & III
03.2021 - 02.2023
Client Relationship Consultant
02.2020 - 03.2021
Bachelor of Science - Business Management and Economics
University of California, Merced
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