Viviana Mendez
Turlock,CA
Summary
Dedicated and knowledgeable finance professional with a Bachelor's degree in Business Administration (Marketing) and pursuing a Master of Public Administration (MPA, expected 2028). Experienced in delivering personalized financial advice, building strong client relationships, and meeting performance metrics in fast-paced banking and customer service environments. Proficient in financial planning, investment principles, and retirement solutions.
Overview
4
4
years of professional experience
Work History
Customer Service Agent
State Farm
07.2025 - Current
- - Provide tailored insurance and financial service solutions to customers
- - Build strong rapport with clients while identifying opportunities for additional services
- - Maintain high compliance standards and policy accuracy
Associate Banker
Chase Bank
10.2024 - 07.2025
- - Delivered financial guidance to clients, addressing personal banking and long-term goals
- - Recommended investment and credit solutions, contributing to a 15% increase in branch revenue
- - Maintained expert-level knowledge of Chase financial products and services
Home Advisor
Apple
Remote
04.2024 - 06.2024
- Implemented measures aimed at reducing client complaints, resulting in an overall increase in customer satisfaction rates.
- Improved customer satisfaction by addressing and resolving home improvement concerns promptly and professionally.
- Implemented a user-friendly scheduling system to streamline appointment bookings and improve overall time management practices among staff members.
- Generated leads through networking events and marketing initiatives, increasing company visibility within the local community.
Teller
BMO Bank
01.2023 - 11.2023
- - Processed transactions efficiently while educating customers on account and investment options
- - Supported clients with account openings, wire transfers, and service troubleshooting
- - Promoted savings and retirement tools based on individual financial needs
Assistant Intern
Vamp Media
Remote
08.2022 - 12.2022
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
Beauty Advisor
Ulta
Turlock, CA
10.2021 - 08.2022
- Educated customers on proper product usage techniques, fostering confidence in their ability to replicate results at home.
- Maintained an organized and visually appealing product display, resulting in increased customer interest and engagement.
- Processed payments, entering sales in register for prompt customer service.
- Increased sales revenue by effectively upselling and cross-selling beauty items based on client needs.
Education
Master of Public Administration - undefined
01.2028
Bachelor of Arts - Business Administration, Marketing Concentration
California State University, Stanislaus
Turlock, CA11.2025
Skills
- Financial advising & planning
- Investment product knowledge (IRA, 401(k), annuities)
- Customer relationship management (CRM)
- Retirement planning strategies
- Financial needs analysis
- Cross-selling & goal-oriented sales
- Compliance & regulatory adherence
- Communication & interpersonal skills
- Problem-solving & critical thinking
Timeline
Customer Service Agent
State Farm
07.2025 - Current
Associate Banker
Chase Bank
10.2024 - 07.2025
Home Advisor
Apple
04.2024 - 06.2024
Teller
BMO Bank
01.2023 - 11.2023
Assistant Intern
Vamp Media
08.2022 - 12.2022
Beauty Advisor
Ulta
10.2021 - 08.2022
Master of Public Administration - undefined
Bachelor of Arts - Business Administration, Marketing Concentration
California State University, Stanislaus