Brandon Rodriguez
Lorain
Summary
Dedicated professional experienced in leadership and team collaboration. Motivated teams through effective communication and problem-solving in business-focused environments. Committed to personal growth and mentoring, fostering development in young athletes and creating meaningful impact.
Overview
11
11
years of professional experience
Work History
Client Service Representative
Equity Trust Company
Westlake, OH
01.2026 - Current
- Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
- Assisted clients with inquiries, ensuring timely and accurate responses to enhance satisfaction.
- Conducted follow-up communications with clients to ensure ongoing satisfaction and address any emerging concerns.
- Utilized CRM software to track client interactions and maintain detailed records of service requests.
- Collaborated with team members to streamline processes, improving overall efficiency in client service operations.
- Processed account transactions and documentation, adhering to company policies and industry regulations.
AAU Basketball Program Director & Owner
B-Rod Select, INC
Cleveland, OH
08.2024 - Current
- Established strategic partnerships, expanding program reach and increasing community engagement.
- Developed and monitored budgets, aligning resource allocation with strategic objectives to support program growth.
- Organized team practices and tournament schedules to enhance team performance.
- Recruited and trained staff and volunteers to upgrade collective team skills.
- Monitored program performance to identify areas for improvement.
- Coordinated sponsorship events and fundraisers, boosting program funding and community support.
- Oversaw social media coordination to promote program activities and updates.
Boys Basketball Coach
Garfield Heights High School
Cleveland, OH
08.2024 - Current
- Developed and implemented practice plans to enhance player skills and team performance.
- Coordinated game strategies and adjusted tactics based on opponent analysis.
- Evaluated game footage to develop strategic insights for future competitions.
- Conducted individual assessments to identify player strengths and improvement areas.
- Mentored assistant coaches, providing guidance on training techniques and player management.
- Fostered a positive team culture focused on sportsmanship and personal growth.
Finance Associate
Sherwin Williams Co
Cleveland, OH
01.2024 - 07.2025
- Prepared monthly financial reports and analysis for management review, contributing to informed decision-making.
- Executed daily reconciliation of accounts to ensure accuracy and compliance with company policies.
- Oversaw accounts payable and receivable transactions.
- Maintained financial databases and systems, ensuring data integrity and timely updates.
- Collaborated with cross-functional teams to streamline invoicing processes, improving accuracy and reducing processing time.
- Collected and verified financial information for business, ensuring data accuracy and compliance in the system.
Personal Trainer/Marketing and Social Media Coordinator
Hoop Tech Shoot 360
North Ridgeville, OH
10.2020 - 08.2024
- Conducted one-on-one training sessions, ensuring proper basketball techniques in player development
- Led group trainings and individual one on one training
- Boosted personal training revenue by promoting additional services to existing clients.
- Developed and scheduled weekly and daily social media posts to sustain audience interaction.
- Leveraged Instagram and Twitter for promotional updates, enhancing audience engagement.
- Organized basketball challenges to build camaraderie and encourage competition among members.
Business Banking Specialist 2
KeyBank National Association
Cleveland, OH
03.2022 - 10.2023
- Researched and resolved client questions and issues using multiple systems and resources.
- Collaborated with team members to streamline workflow processes and elevate customer support.
- Conducted follow-up communications to confirm resolution of issues and gather feedback for improvement.
- Facilitated timely banking transfers, ensuring accurate account management for clients.
- Addressed client concerns by efficiently removing blocks on their cards.
- Monitored transactions for signs of fraud to protect clients.
- Processed all transactions accurately to maintain financial integrity.
- Responded to inbound calls, providing support and information to clients.
Financial Intake Specialist
The LCADA Way
Elyria, OH
05.2021 - 04.2022
- Conducted comprehensive assessments to identify client eligibility for various programs and services.
- Facilitated client intake processes, ensuring accurate and timely documentation of personal information and needs.
- Streamlined intake procedures, enhancing efficiency in processing applications and reducing wait times for clients.
- Collaborated with interdisciplinary teams to develop individualized service plans for clients seeking support.
- Monitored compliance with regulatory requirements during intake processes, ensuring adherence to organizational standards.
Client Service Representative
MetLife Legal Plans
Cleveland, OH
04.2019 - 10.2020
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Supported onboarding of new clients by providing comprehensive guidance on services offered at Equity Trust Company.
- Maintained detailed records of client interactions, allowing for better understanding of needs and preferences for future engagements.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
- Participated in regular meetings with management to discuss performance goals, strategies for improvement, and ongoing challenges faced by the team.
Sales Associate
AT&T
Independence, OH
04.2018 - 04.2019
- Resolved customer inquiries and issues promptly, reinforcing brand reputation and trustworthiness.
- Built relationships with customers to encourage repeat business.
- Utilized point-of-sale systems to process transactions accurately and efficiently, ensuring smooth operations.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Analyzed sales trends to identify opportunities for upselling and cross-selling additional services or products.
- Monitored inventory levels, coordinating with management to maintain optimal stock for high-demand products.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Managed returns, exchanges and refunds in accordance with store policy.
- Provided positive first impressions to welcome existing, new, and potential customers.
Patient Transporter
Cleveland Clinic
Cleveland, OH
12.2016 - 10.2018
- Transported patients safely between departments, ensuring comfort and care during transitions.
- Monitored patient conditions during transport, reporting changes to healthcare teams promptly.
- Assisted medical staff with patient mobility, enhancing overall workflow efficiency.
- Maintained cleanliness and organization of transport equipment, supporting infection control protocols.
Footwear Sales Associate
Dick's Sporting Goods, Inc
Westlake, OH
10.2015 - 07.2018
- Provided exceptional customer service, assisting customers with product selection and inquiries.
- Educated customers on best-selling shoe brands, enhancing product knowledge and influencing purchase decisions.
- Implemented visual merchandising strategies to optimize product presentation and increase customer engagement.
- Maintained accurate inventory levels through stock checks and organized footwear displays to ensure product availability.
- Trained new team members on sales techniques and store policies, improving team readiness and customer interactions.
Education
Bachelor of Arts - Psychology
Cleveland State University
Cleveland, OH 12-2021
Skills
- Customer service
- Client assistance
- Call center experience
- Customer focus
- Account management
- Client outreach
- Customer retention
- Transaction management
- Order processing
- Account inquiries
- CRM system updates
- Data entry
- Microsoft office
- System documentation
Timeline
Client Service Representative
Equity Trust Company
01.2026 - Current
AAU Basketball Program Director & Owner
B-Rod Select, INC
08.2024 - Current
Boys Basketball Coach
Garfield Heights High School
08.2024 - Current
Finance Associate
Sherwin Williams Co
01.2024 - 07.2025
Business Banking Specialist 2
KeyBank National Association
03.2022 - 10.2023
Financial Intake Specialist
The LCADA Way
05.2021 - 04.2022
Personal Trainer/Marketing and Social Media Coordinator
Hoop Tech Shoot 360
10.2020 - 08.2024
Client Service Representative
MetLife Legal Plans
04.2019 - 10.2020
Sales Associate
AT&T
04.2018 - 04.2019
Patient Transporter
Cleveland Clinic
12.2016 - 10.2018
Footwear Sales Associate
Dick's Sporting Goods, Inc
10.2015 - 07.2018
Bachelor of Arts - Psychology
Cleveland State University