Ana Rodriguez
Summary
Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Aiming to fulfill a professional role to leverage several years of related experience.
Overview
15
15
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Assistant Branch Manager III
Columbia Bank
Teaneck
02.2026 - Current
- Lead, coach, and develop branch staff to achieve sales, service, and operational goals.
- Assisted in driving branch growth through business development, cross-selling, and community outreach initiatives to enhance market presence.
- Deliver exceptional customer service by resolving complex client issues and strengthening customer relationships.
- Monitored branch performance metrics and operational risk, maintained audit readiness to uphold service and efficiency standards.
- Collaborate with branch leadership to implement strategic initiatives and improve overall branch performance.
- Supported branch operations, ensured compliance with banking regulations, policies, and procedures to mitigate risks.
- Ensured compliance with regulatory requirements and internal policies.
Personal Banker
Citibank, NA
Paramus
02.2019 - 01.2026
- Led and managed a support-centric team of personal bankers to exceed KPIs and SLAs, ensuring a seamless client experience across various banking products and services.
- Collected and analyzed customer data to inform decision-making and enhance customer satisfaction scores.
- Created a client-centric environment that fostered team collaboration while maintaining high levels of customer satisfaction.
- Fostered a client-centric environment that encouraged team collaboration and upheld high customer satisfaction levels.
- Ensured compliance with banking regulations through effective communication and organizational skills, contributing to improved operational performance.
Senior Sales Associate
Popular Community Bank
The Bronx
08.2011 - 02.2019
- Met or exceeded all goals and key performance indicators (KPIs).
- Guided customers in account inquiries and product selections, enhancing customer satisfaction.
- Contributed to strategic planning meetings, aligning initiatives with company objectives and goals.
- Developed and optimized banker workflows through process mapping, enhancing service delivery and operational efficiency.
Education
Bachelor of Science - Criminal Justice
John Jay College of Criminal Justice
New York, NY 08.2009 - 06.2013
Associate of Science - Paralegal Studies
Bronx Community College
Bronx, NY 06.2007 - 06.2009
Skills
- Retail Banking
- Branch Operations Management
- Regulatory Compliance
- Operational Risk Management
- KPI & Performance Management
- Sales & Business Development
- Customer Relationship Management
- Process Improvement
- Data Analysis
- Cross-Functional Collaboration
- Team Leadership & Coaching
- Service excellence
Languages
Spanish
Full Professional
Certification
- Notary public
Timeline
Assistant Branch Manager III
Columbia Bank
02.2026 - Current
Personal Banker
Citibank, NA
02.2019 - 01.2026
Senior Sales Associate
Popular Community Bank
08.2011 - 02.2019
Bachelor of Science - Criminal Justice
John Jay College of Criminal Justice
08.2009 - 06.2013
Associate of Science - Paralegal Studies
Bronx Community College
06.2007 - 06.2009