Manuel Rodriguez
Fresno
Summary
Seasoned Private Client Banker with background in managing high net worth clients and providing tailored financial solutions. Bring to the table strengths in client relationship management, portfolio oversight, and wealth preservation strategies. Experienced in assisting clients with complex needs, both personal and business. Influenced previous work environments by improving client retention rates and fostering strong relationships through exceptional service.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Private Client Banker
Chase Bank
Fresno
02.2022 - Current
- Provided comprehensive financial advice to high-net-worth clients.
- Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
- Identified opportunities for cross selling additional products and services based on customer needs analysis.
- Advised customers on bank products, services and financial planning options.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
Relationship Banker
Chase Bank
Fresno
04.2019 - 02.2022
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Developed and maintained relationships with small business owners to understand their financial needs and present tailored solutions.
Customer Service Representative
Fred Loya Insurance Company
Fresno
10.2009 - 04.2016
- Attended meetings with current and prospective customers to discuss their business needs.
- Identified opportunities for cross-selling additional products and services.
- Generated leads through cold calling, online searches, and referrals from existing clients.
Education
Bachelor of Arts - Cognitive Science
University of California, San Diego
La Jolla, CA06-2009
Skills
- Customer relationship management
- Cross-selling
- Needs analysis
- Client acquisition
- Complex account review
- Communication skills
- Client onboarding
- Risk assessment
- Schedule management
- Coaching and mentoring
Languages
Spanish
Native/ Bilingual
Certification
- Life and Casualty Licenses
- Series 6 & 63 Licensed
Timeline
Private Client Banker
Chase Bank
02.2022 - Current
Relationship Banker
Chase Bank
04.2019 - 02.2022
Customer Service Representative
Fred Loya Insurance Company
10.2009 - 04.2016
Bachelor of Arts - Cognitive Science
University of California, San Diego
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