Alexander F. Mendoza, M.B.A.
**-** ***** ****** ******: 718-***-****
Bellerose, NY, 11426 Email: ac4hbi@r.postjobfree.com
Financial Management
Top-performing manager with developed skills in exceeding established goals and building successful teams.
Ability to build long lasting relationships with business partners and clients while growing the organization.
Areas of Expertise
Client Acquisition
Relationship Management
Elevating Customer Experience
Team Development
P/L Analysis
Hiring/Training/Retaining
Bank Operations
Bank Regulations
Loan Consultant
Creating Action Plans
Mitigating Losses
KYC/BSA/AML
Professional Experience
JPMorgan Chase, Queens, NY 2010 - Present
Branch Manager, VP 2015- Present
Reporting to Market Director of Consumer Banking
Currently managing a branch where I am solely responsible for the sales production and operations of the branch
Experience managing a “mega” branch with over $550 million dollars in deposits and $100 million in loans
o3rd Largest of 90 Branches in Queens
Developing plans to exceed expectation the institution’s key priorities
oDeposit Growth, Employee/Client Experience, Operational Control, Digital Adoption, and Client Acquisition
oAnalyzing monthly P&L, Income Statements, Balance Sheets, and Cash Flow reports to devise appropriate strategy
Coaching 10 employees including 2 licensed bankers
Partnering with Private Client Financial Advisors, Mortgage Bankers, and a Relationship Manager, whom provide expertise to client’s complex concerns and inquiries
oConducting bi-weekly meetings between bankers and partners to uncover opportunities and remove obstacles that impede the success and growth of the branch.
Assuring branch is in compliance according to policies and procedures set forth by the bank and government
oReceived multiple satisfactory audits with the latest being in August 2017
Human Resource duties including recruiting top talent from competitors, composing and delivering (mid) year end reviews, compensation planning, delivering Performance Improvement Plans, and Corrective Actions as needed
Cultivating long-term business and relationships by building rapport and providing an exceptional customer experience
Attending and participating in quarterly meetings with Senior Leadership
Simultaneously oversaw another branch as it transitioned into consolidation
Improving revenue, sales, and balance growth while minimizing expenses and losses
oFinished PL #1 2014, Currently PL #2
oCurrently achieving 20% balance growth vs. National Average of 9%
oExceeded target in 4 successful acquisition campaigns
Executing weekly action plans to achieve immediate positive impact to the P&L
Observing that bankers are multitasking sales/service behaviors at appropriate times
Conducting daily huddles that set a production plan and inspecting the results at an end of day debrief
Training Branch Managers, Personal Bankers, and Tellers
oBranch Manager Mentor – Certified 2 BM Trainees in 2015
Promoting employees through career development plans and motivation
Managing complex client concerns while providing information and advice
Assistant Branch Manager, AVP 2007 – 2010
Supporting the overall management of a 60-million-dollar deposit branch
Directing, coordinating, and supervising the operational aspects of the branch
Directly responsible for ensuring a satisfactory grade in our branch audits
oReceived satisfactory audits in 2007 and October 2009
Aiding the Branch Manager in coaching, leading, and developing staff to exceed sales and service goals
Assisting team in consistently becoming the #1 branch in our peer group in 2007-2010
Reaching and exceeding well over 100% of target goals in the last 11 out of 12 campaigns
Attending weekly conference calls on operational policy & procedure changes and communicating it to staff
Reviewing weekly and monthly reports to limit potential loss
Resolving complex client and staff concerns in a timely and professional manner
Assessing all new accounts and documentation assuring they are adherence to compliance
Recruiting, hiring, and training teller and management trainees
oSelected to assist as an ABM Mentor during the WaMu conversion in California
oCertified ABM Trainee
Commerce Bank, Queens, NY 2005 – 2007 Sr. Customer Service Representative
Supervising 10 staff members, including customer service representatives and tellers
Providing coaching, motivation, and skill development to staff members
Reviewing accounts opened by colleagues to ensure they are adhering to general regulatory procedures including BSA/AML, as it pertains to KYC.
Ensuring staff members adhere to established policies, procedures, and controls
Approving transactions within assigned monetary limits
Certified Consumer Lender
Informing clients on appropriate banks products and services after uncovering their financial needs
Advising clients on appropriate loans based on their needs and decisioning them based on bank’s credit approval
Closing the approved loans and dealing with the exceptions at post-closing.
Referring clients to investment and mortgage consultants to offer alternative products
Supervising over six hundred safe deposit boxes in the vault
Education & Achievements
MBA, Fordham University, NY
Degree: Management
Phi Kappa Phi – Honors Society
Bachelor of Science, Queens College, NY
Degree: Dual Major in Accounting and Economics
Skills
Exceptional Client Servicing * Simulation Training* Negotiation * Business Acquistion & Development
* Team Builder * Consulting Experience
Bilingual Spanish & English