Amanda Rodriguez
Fort Worth,TX
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
TD Ameritrade
10.2022 - Current
- Educating clients: Engaging clients in discussions involving education and navigation on accounts
- Advocating for clients: Caring enough to ask difficult questions knowing that just one question can change client's future
- Using investigative skills: Resolve client issues by using technology and business authorities within to identify efficient and effective methods to meet client goals
- Be consultative: recommending appropriate solutions to clients which align to their goals and promote growth
- Build strong relationships: Work in team-based environments with diverse group of associates focused on meeting needs of company and clients.
- Ability to adapt and implement changes as market and business conditions evolve
- managed 30-50 customer calls daily while maintaining metric goals set by company standards.
- Having defined models of success: Participating in merit-based performance culture where
Interior Design Consultant
West Elm
05.2021 - Current
- Utilize design expertise to assist clients in one-on-one consultations in the store and in-home regarding the design of their living spaces to drive store sales
- Perform productive in-home consultations including the ability to accurately measure and assess the client's living space
- Create and present design plans based on client's needs, style, preferences and living space
- Maintain knowledge of current sales and promotions in order to achieve and exceed established sales and productivity goals
- Utilize exemplary world-class service standards assist customers with special services including: gift wrap, gift registry, locating merchandise, catalog/internet orders, special orders, back orders, charge sends, courier deliveries, and furniture orders
- Demonstrate superior product knowledge, including features and benefits of the entire design studio assortment
Bank Teller
Tarrant County's Credit Union
08.2021 - 08.2022
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Server
Campisi's Restaurants
02.2021 - 12.2021
- Server lunch and dinner to 50-100 customer per shift at a local chain
- Memorized over 30 menu items, customizing each suggestion to create a positive and personalized experience for each guest to create new and returning clientele
- Swiftly and successfully resolved conflict resulting in customer satisfaction.
Member Service Representative
Texas Tech Federal Credit Union
Lubbock, TX
11.2017 - 12.2019
- Provide customer services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, making credit card advances, preparing change orders for commercial customers, etc
- Sell products such as Money Orders and Official checks as well as assisting customers with other product needs
- Quickly answer customer inquiries in a friendly and courteous manner
- Deliver exceptional service to our customer by going out of the way to please them
- Provide first call resolution, while following strict procedures that meet compliance guidelines
- Identify and offer customers the products and services they need and want to succeed financially
Key Holder
Lane Bryant
Lubbock, TX
10.2015 - 11.2017
- Hold keys to the store and can open and/or close the store on lower volume days (beginning of week and non-holiday periods)
- Assist Leadership Team in execution of merchandise and marketing promotion
- Support store team in maintaining brand standards
- Ensure that all operational and shipment tasks are completed efficiently
- Perform and reinforce all loss prevention and safety policies and procedures
- Provides excellent customer service to our guests
- Responsible for selling directly with our customers
Education
Coronado High School
Skills
- Securities Industry Essentials
- Applying customer service skills in call center setting
- Development in any professional field
- Sell Investments
- Cash Handling
- Information Gathering
Timeline
Financial Services Representative
TD Ameritrade
10.2022 - Current
Bank Teller
Tarrant County's Credit Union
08.2021 - 08.2022
Interior Design Consultant
West Elm
05.2021 - Current
Server
Campisi's Restaurants
02.2021 - 12.2021
Member Service Representative
Texas Tech Federal Credit Union
11.2017 - 12.2019
Key Holder
Lane Bryant
10.2015 - 11.2017
Coronado High School