José Alberto Meléndez
Senior Relationship Banker/Community Development Liaison at Vantage Bank Texas- Claim this Profile
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Bio
Credentials
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Applied Marketing Strategies
Soomo LearningDec, 2021- Nov, 2024 -
Become a Manager
LinkedInSep, 2021- Nov, 2024 -
Performance Management: Setting Goals and Managing Performance
LinkedInSep, 2021- Nov, 2024 -
Coaching and Developing Employees
LinkedInAug, 2021- Nov, 2024 -
Delegating Tasks
LinkedInAug, 2021- Nov, 2024 -
Leading Productive Meetings
LinkedInAug, 2021- Nov, 2024 -
Make the Move from Individual Contributor to Manager
LinkedInAug, 2021- Nov, 2024 -
New Manager Foundations
LinkedInAug, 2021- Nov, 2024 -
Onboarding New Hires as a Manager
LinkedInAug, 2021- Nov, 2024 -
Notary Public Commission
The Office of the Texas Secretary of StateFeb, 2021- Nov, 2024
Experience
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Vantage Bank
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United States
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Banking
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100 - 200 Employee
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Senior Relationship Banker/Community Development Liaison
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Oct 2019 - Present
* Responsible for new account opening and maintenance for personal, business, foreign national, and foreign business demand deposit accounts. * Creating and strengthening business relationships with all bank clients, working together to achieve mutually beneficial solutions. * Focus on facilitating business relationships and financial transactions for foreign national individuals as well as foreign national business entities wishing to conduct business in the U.S.A. * Mentor other bankers to grow and develop their customer service skills and account opening methods and contribute meaningfully to overall branch growth targets. * Assist with monthly service, cash, and archive audits as well as monitoring day to day service needs or escalated client issues and providing resolution. * Responsible for leading and coordinating Vantage Bank efforts to be involved in giving back to the El Paso community, partnering with local nonprofit organizations to make a meaningful impact by philanthropy initiatives and volunteerism efforts. Show less
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FirstLight Federal Credit Union
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United States
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Banking
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100 - 200 Employee
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Senior Member Service Representative
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Jan 2016 - Oct 2019
• Responsible for explaining and cross-selling Credit Union products and services to members according to Credit Union policies and Federal and State rules or regulations. • Prepared a variety of transaction services for new and existing members including: o Opening and closing personal checking accounts, savings, money market, share certificates o Special Accounts such as IRA’s, estates, trusts, guardianships o Sole proprietor business accounts, basic business account maintenance o Loan processing and funding ▪ Included in these responsibilities are preparing, analyzing, processing and documenting all required forms and related documentation for consumer loan products. ▪ Interviewed and gathered loan information from the applicant, including researching information on loan applicants and resolving discrepancies. ▪ Responsible in meeting sales targets regarding loan dollars funded and processed, checking accounts, and referrals to our financial services partners, mortgage loan originators and business loan officers. • Responsible for training and onboarding new representatives, providing support and mentorship to ensure success. • Responsible for mentoring and coaching poor performers and working with management to help representative achieve loan funding, account opening and quality control targets. Show less
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Aug 2015 - Dec 2015
• Guided individuals and their families through a financial planning process and developed a financial analysis plan that allowed me to make the best recommendations for future financial security and attainment of the clients’ goals.• Matched clients’ needs to product solutions such as term and whole life insurance, annuities, mutual funds, retirement accounts, and educational funds accounts.• Worked through referrals to grow my network, as well as all administrative duties for maintenance of client accounts and other paperwork.• Held Series 6,63 and SIE Licenses Show less
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Associate Financial Representative
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May 2015 - Aug 2015
• Executive Assistant to a Northwestern Mutual Financial Representative.• My duties included making phone calls to schedule appointments, take notes during client meetings, handle administrative account maintenance with various clients, coordinate agenda and make appointment arrangements.• The position required access to sensitive financial accounts, and to be able to assist I had toobtain State of Texas Insurance License for General Lines- Life, Accident and Health.• The position also required to pass Series 6, 63 and SIE exams from FINRA due to the investment nature of the products offered. Show less
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Cricket Wireless
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United States
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Telecommunications
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700 & Above Employee
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Retail Store Manager
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Jan 2013 - May 2015
• Administration of a Cricket Wireless Indirect Dealer location. • Increased sales volume by using different advertising techniques such as flyers, sign holders, coupons, and social media. • Organized customer appreciation events with several different vendors and neighboring business to organically achieve community involvement and establish presence. • Achieved and exceeded stated monthly sales goals by more than 20% for holiday and tax time selling seasons. • Oversaw employees' schedules, store labor hours, callbacks for new customers, inventory, and store upkeep. • Responsible for deescalating customer complaints, first line of troubleshooting with customer’s devices or service. • Led our store to the #2 ranking in the state of Texas as measured by all critical metrics two months in a row (August 2014, September 2014). Show less
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Education
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2021 - 2024
Southern New Hampshire University
Bachelor of Science - BS, Accounting and Finance -
2021 - 2023
Southern New Hampshire University
Associate of Science - AS, Business Administration and Management, General
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