Jennifer Rodriguez
La Habra
Summary
Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
3
3
years of professional experience
Work History
Relationship Banker
Bank of America
04.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Client Service Specialist
Banc of California
12.2023 - 03.2024
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Educated customers about billing, payment processing and support policies and procedures.
- Collaborated with cross-functional teams to develop customized solutions, tailored to meet specific client needs.
- Maintained up-to-date knowledge of product and service changes.
Receptionist Administrator
David Liem O.D. And Associates Inc
04.2022 - 08.2023
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Built and managed a spreadsheet system to track and manage massive inventory quantities in an organized style to improve customer experience.
Education
Bachelor of Arts - Business Administration
California State University, Fullerton
Fullerton, CA05-2022
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Banking
- Task prioritization
- Goal setting
- Business development
- Teamwork and collaboration
- Administrative support
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank of America
04.2024 - Current
Client Service Specialist
Banc of California
12.2023 - 03.2024
Receptionist Administrator
David Liem O.D. And Associates Inc
04.2022 - 08.2023
Bachelor of Arts - Business Administration
California State University, Fullerton
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