Alberto Rodriquez-Guevara
Lehigh Acres
Summary
Self-motivated Banking professional highly proficient in developing creative solutions and implementing objective decision making. With superior attention to detail and highly ethical nature. Maintains positive attitude and works hard to build relationships.
Overview
6
6
years of professional experience
Work History
Member Advocate
Suncoast Credit Union
08.2023 - Current
- Contributed to a positive work environment by cooperating with colleagues and maintaining open lines of communication across departments.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Assisted customers with banking needs and inquiries.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Assisted customers with completing loan applications and other paperwork.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Collected customer information and completed new account forms.
Financial Relationship Specialist
Vystar Credit Union
06.2022 - 05.2023
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Audited fellow teller currency to contribute to dual-control procedures.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services we offer.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Assisted with training of new tellers on policies and procedures.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Shipping and Receiving Clerk
SanMar
04.2021 - 06.2022
- Checked customer orders, labeling and documentation prior to shipment to avoid delays.
- Directed warehouse team in stocking merchandise, pulling orders and setting up loads.
- Rejected deliveries containing damaged items or shortages and corresponded with shipper to rectify issues.
- Logged inbound and outbound discrepancies for wrong products, incorrect quantities and damages.
- Coached new staff preparing outgoing and receiving incoming shipments.
Customer Service Representative
Chick-fil-A
06.2018 - 07.2020
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Assisted with training new cashiers and customer service team members to increase speed of onboarding.
- Operated cash register, collected payments and provided accurate change.
- Verified orders and bagged items for easy transport.
Education
High School Diploma -
Frank H. Peterson Academies
Jacksonville, FL05.2020
Skills
- Verbal and Written Communication
- Attention to Detail
- Relationship Building
- Spanish Translation
- Cash Handling
- Financial Knowledge
- Account Updating
- Customer Loan Processing
- Fraud Monitoring
- Secure Bank Vaults
- Teller Training
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Member Advocate
Suncoast Credit Union
08.2023 - Current
Financial Relationship Specialist
Vystar Credit Union
06.2022 - 05.2023
Shipping and Receiving Clerk
SanMar
04.2021 - 06.2022
Customer Service Representative
Chick-fil-A
06.2018 - 07.2020
High School Diploma -
Frank H. Peterson Academies