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Customer Service Manager

Location:
Jamaica, NY, 11426
Posted:
February 15, 2018

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Resume:

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



Contact this candidate