|
JONATHAN I. MENEZ 37171 Sycamore Street #937 Newark, CA 94560 Phone: (510) 894-1073 | Cell: (510) 378-9461 | E-mail Address: jojo_menez@yahoo.com Private Banking/Commercial Lending/Management Consistent achievements as a top producer – increasing revenues, portfolios, profits through expertise in business development, relationship building, and exceptional service follow up. Strategic planning, sales, and marketing experience. Skilled in staff development, and management to drive and deliver performance results. Twenty five years of experience in accounts management, supervising and coordinating financial support functions including finance, budget preparation, revenue collection, contract financial administration, budget monitoring, and cost/ performance reporting. Goal and detail oriented as well as self directed. Professional Experience and Accomplishments Lincoln Financial Advisors Office Facilitator, California Fringe Benefits 1510 Fashion Island Boulevard, San Mateo, CA August 2006- Present Provides administrative, operational, production, research and sales support to Financial Advisors, as they render service to various companies and clients, by ensuring all activities based out of the San Mateo Office are well collaborated with the main office in San Ramon in order to meet and exceed client expectations, service level and deliverables within the set timelines. Efficiently works with various team leaders in the organization such as the Main Office Controller, Multimedia Manager, Research Director and Managing Partner to develop, maintain and implement systems critical to smooth office operations. Key Responsibilities: - Office Management – building, vendor and supplies management
- Project Administration – database maintenance, develops sales materials and product presentations through extensive research analysis; inventory management, invoicing and reconciliation
- Administrative tasks – coordinates internal and external business meetings; supports the Managing Partner with travel requirements, expense reports, communiqués as well as telephonic and shipping/ mailing needs
Allied Banking Corporation Deputy Head – Main Branch, Manila, Philippines October 2005 – April 2006 Cultivated and managed new and existing client relationships and high-net-worth individuals and their related businesses. Developed sales for each relationship to provide an array of services investment management, credit and personal banking products. Continually expanded referral network through contact with various internal business partner and external financial intermediaries. Coordinated events/seminars for new business development. Results: - Successful track record of fee generation through sale investment management accounts, e.g. consumer loans, micro financing, treasury bills, and short term investment.
- Promoted in position based on product expertise, sales results, and successful set-up of a newly developed branch
- Recognized for consolidating smaller business groups into a cohesive entity based on their core competent and cultural values resulting to a high performance team.
Allied Banking Corporation Regional Manager for Southern Philippines, Iloilo City, Philippines (2001-2005) Managed branch operation and supervised ten other branches in various locations in Southern Philippines. Expanded existing and developed new retail and corporate relationship through cash management services, deposit, and treasury, trust, investment and loan products. Conducted periodic meetings with branch managers to ensure goals and targets are met. Developed, coached, and supervised a team of branch managers, cashiers, and administrative assistants. Results: · Evaluated and improved quality of the portfolios at both offices: credited for consistently maintaining the highest quality portfolios, which included managing highly sensitive corporate relationships. · Achieved revenue and costumer retention goals while increasing client profitability thru relationship building, outstanding service delivery, cross selling and referral development. · Contributed significant annual deposits, revenues, and fees surpassing set goals and targets. · Recognized for top sales performance (among top ten national performers) in 2004 Allied Banking Corporation Branch Manager, Aklan, Philippines (1986-2001) Managed branch profitability, sales, and service management plans, budget, personnel and staff development in accordance with Bank’s strategic goals and plans. Created new businesses by acquiring new retail and middle market clients through account solicitation and customizing/ packaging credit facilities. Established foreign remittances with correspondent banks worldwide as a strategy to bridge business ventures with foreign investors. Results: - Consistently exceeded production goals for new loans, deposits and fee income.
- Turned around an adversarial relationship between consumer lending and private banking and forged a cohesive team.
- Recognized for establishing a fully operational branch and two foreign exchange counters generating substantial revenues for the Bank in a world acclaimed tourist destination in Southern Philippines (Boracay Island).
Allied Banking Corporation Banking Officer, Private Banking and Trust Division, Aklan, Philippines (1981-1986) Developed and executed an effective business development plans through sister companies, colleagues and existing client base. Built and managed solid client relationships; communicated with other bank division personnel to effectively resolve any client issues. Education Master of Business Administration – Ateneo Regis Programme 30 Units earned (May 2005-April 2006), Ateneo Graduate School of Business, Ateneo de Manila University, Manila, Philippines B.A. in Mass Communication & B.S. in Business Administration (June 1972-March 1977) De La Salle University, Manila, Philippines Reference To be furnished upon request.
|
