Jose L. Rodriguez
Inglewood
Summary
Accomplished Banking Relationship Specialist II with a strong record at Farmers & Merchants Bank, specializing in client onboarding and account management. Known for enhancing customer satisfaction and trust through impactful training and mentorship. Proficient in CRM software to optimize processes and drive retention, consistently surpassing growth targets.
Overview
16
16
years of professional experience
Work History
Banking Relationship Specialist II
Farmers & Merchants Bank
Long Beach
09.2014 - Current
- Trained and mentored new hires in customer service excellence and CRM software usage.
- Developed and maintained strong relationships with key clients to ensure satisfaction and loyalty.
- Streamlined customer onboarding processes to improve first impressions and long-term satisfaction.
- Managed a portfolio accounts, consistently meeting or exceeding retention and growth targets.
- Assist Branch Operations with conducting training on products and services to all employee levels.
- Perform routine teller transactions as needed.
- Research and resolve customer account problems by communicating with departments on checks.
- Provided exemplary level of service to customers to extend relationships for future business opportunities.
- Consulted with management on strategies for enhancing the client experience at all stages of the buying cycle.
- Assisted customers with inquiries and complaints, resolving issues promptly and professionally.
Operations Specialist
Wells Fargo
Lakewood
04.2009 - 09.2014
- Participated in strategic planning sessions to contribute to long-term operational goals.
- Developed and implemented operational policies and procedures to meet organizational goals.
- Analyzed customer feedback to improve operations processes and increase customer satisfaction.
- Assisted in the training of new tellers and bankers for development in the branch.
- Providing approvals for the tellers of check verifications of up to $250,000.00.
- Performed a variety of services, including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, processing check orders), and problem resolution.
- Soliciting new consumer and business accounts
- Cross-selling products and services
- Facilitated training sessions for new employees on company policies and procedures.
- Provided training and guidance to staff on operational procedures, policies, and regulations.
Education
Bachelor of Science - Business Management
DeVry University
Long Beach, CASkills
- Receiving feedback
- Social perceptiveness
- Collaborative approach
- Trust building
- Self-awareness
- Patience and tolerance
- Active learning
- Open-mindedness
- Training and mentoring
- Sales proficiency
- Customer relations
- Team building
- Schedule management
- CRM software proficiency
- Client onboarding
- Account management
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Banking Relationship Specialist II
Farmers & Merchants Bank
09.2014 - Current
Operations Specialist
Wells Fargo
04.2009 - 09.2014
Bachelor of Science - Business Management
DeVry University
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