JUAN MENDIOLA
Lansing
Summary
Dynamic and results-driven Bachelor of Finance with over 4 years of hands-on experience in the Finance industry and over 10 years of Customer service experience. Proven track record of driving financial success through strategic analysis, risk management, and effective decision making. Eager to leverage academic knowledge and industry expertise to contribute to a forward-thinking financial team. Adaptable to work-place environment to enhance and sharpen my industry skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
Old National Bank
01.2024 - Current
- Achieve account opening goals, partner referrals, lending and credit card goals while building client rapport and completing quality Client Financial Profiles for future follow-up
- Processing Home Equity loans, HELOC, Unsecured loans, and Secured Auto loans for clients. Utilizing financial calculators and tools to assist clients with capitalizing on their best beneficial solution long term
- Conducted thorough risk assessments for loan applications, significantly reducing bank's exposure to bad debts. Balancing Teller drawer stations and conducting client withdrawals, deposits, and certificate of deposit transactions
Financial Representative
E*TRADE from Morgan Stanley
12.2022 - 12.2023
- Quote Stock market prices to clients in real-time and assist advanced inquiries related to stocks, options, and futures by contacting the proper department
- Assist clients with IRA Distribution requests, 401(K) distributions, Domestic and International wires, Account balance inquiries, and Stock portfolio holdings
- Achieved MSVA certification to connect our clients to professional advisors in achieving their financial goals
Bank Teller
Huntington National Bank
08.2020 - 12.2022
- Perform financial services including customer information changes, death claims, accurate processing of IRA distributions/contributions, loan payment processing, Regulation E and fraud claim resolution
- Balance terminal daily according to established procedures, locate and/or correct errors, or missing information
- Maintain accurate balancing and loss record of ATM machine as well as forecast BRINKS money shipments to balance weekly
Cashier & Sales Associate
The Home Depot
07.2015 - 08.2020
- Operated cash register for cash, check and credit card transactions with 99.98% accuracy each month
- Placed supply orders, restocked supplies, and merchandised products for purchase by customers
- Moved and lifted heavy loads of merchandise using Bally-more Machine and other lift equipment
Sales Associate
Aeropostale Inc.
08.2014 - 03.2015
- Supported loss prevention goals by maintaining accurate drawers and monitoring shopper behavior
- Refunded payments for returned items, processed exchanges, and offered store credit to achieve customer satisfaction
Education
Bachelors Degree -
Saint Xavier University
Chicago, IL05.2020
Skills
- Interpersonal Skills
- Technology (ie) Microsoft Office, Typing (WPM)
- Cash management
- Mathematical accuracy
- Reviewing documents
- Wealth management
- Analyzing data
- Banking software proficiency
- Creative thinking
Certification
- NMLS Certification
- Securities Industry Essentials (SIE)
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Relationship Banker
Old National Bank
01.2024 - Current
Financial Representative
E*TRADE from Morgan Stanley
12.2022 - 12.2023
Bank Teller
Huntington National Bank
08.2020 - 12.2022
Cashier & Sales Associate
The Home Depot
07.2015 - 08.2020
Sales Associate
Aeropostale Inc.
08.2014 - 03.2015
- NMLS Certification
- Securities Industry Essentials (SIE)
Bachelors Degree -
Saint Xavier University
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