Julio Mendoza
Henderson,NV
Summary
Senior Relationship Manager with 25 years of experience driving strategic sales and business solutions across diverse industries. Expertise in sourcing, financial management, business development, and negotiations, with a proven track record of fostering strong client relationships and delivering results.
Overview
17
17
years of professional experience
Work History
Call Center Representative
Silver State Schools Credit Union
Las Vegas, NV
06.2025 - Current
- Provide expert-level support to members by handling account inquiries, processing transactions, and resolving issues efficiently with a focus on quality and compliance.
- Maintain a high standard of customer service in a fast-paced call center environment, managing large call volumes while meeting or exceeding performance metrics.
- Support credit union initiatives by promoting financial products and services aligned with members’ needs, contributing to member satisfaction and retention.
- Collaborate with cross-functional teams to ensure a seamless member experience, utilizing CRM systems and digital tools for accurate documentation and follow-through.
Call Intake Representative
Tort Intake Professionals
Las Vegas
05.2025 - 06.2025
- Conducted detailed client intakes for personal injury and mass tort cases, accurately gathering and documenting case information for attorney evaluation.
- Served as the first point of contact, providing compassionate support while assessing case eligibility and guiding clients through the initial legal process.
Call Center Representative
Gain Federal Credit Union
Burbank, CA
10.2024 - 03.2025
- Resolved account-related issues including balances, transfers, loan applications, and troubleshooting.
- Manage high-volume inbound and outbound calls with professionalism.
- Resolved intricate inquiries using a results-driven methodology.
- Conducted training sessions for new personnel on company operations, policies, and services.
Small Business Banker
Bank Of America Financial Center
Orange County, Ca
05.2013 - 02.2024
- Facilitated strategic partnerships across financial centers.
- Codeveloped educational material and coaching points for staff.
- Performed preliminary underwriting for all prospects and managed business client portfolios.
- Provided coaching, cross-sell strategies, and ensured customer satisfaction.
Assistant Branch Manager
CitiBank
Beverly Hills, CA
06.2008 - 01.2012
- Monitored compliance protocols to meet audit requirements.
- Supported partners in cultivating relationships and securing new clients.
Education
High School - undefined
Bell Gardens High School
Bell Gardens, CASkills
- Customer Service
- Technical Troubleshooting
- Data Entry
- Financial Products
- Sales Techniques
- Coaching Employees
- Team Collaboration
- Office Equipment Proficiency
- Call Controlling
- Problem-Solving Skills
- Inbound Call Management
Customer Relationship Management
Personal Information
Languages
Spanish
Native or Bilingual
Timeline
Call Center Representative
Silver State Schools Credit Union
06.2025 - Current
Call Intake Representative
Tort Intake Professionals
05.2025 - 06.2025
Call Center Representative
Gain Federal Credit Union
10.2024 - 03.2025
Small Business Banker
Bank Of America Financial Center
05.2013 - 02.2024
Assistant Branch Manager
CitiBank
06.2008 - 01.2012
High School - undefined
Bell Gardens High School