Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Briana G. Rodriguez

Thornton,CO

Summary

Expert Senior Personal Banker with a demonstrated history of success in building and strengthening consumer and commercial banking relationships through customer service and financial expertise. Skilled in analyzing client needs, identifying tailored banking and lending solutions, and establishing long-term client loyalty. Experienced in credit analysis, account management, regulatory compliance, and risk assessment while consistently meeting performance goals.

Overview

7
7
years of professional experience

Work History

Universal Banker

PNC Bank
Erie, CO
06.2026 - Current

Previously FirstBank and was acquired in June 2026 by PNC Bank

  • Performing exactly like FirstBank and showing resilience throughout the acquisition and remaining flexible and adapting to new procedures and protocols

Senior Personal Banker

FirstBank
Erie, CO
05.2022 - 06.2026
  • Specialized and experienced in opening both consumer and commercial accounts
  • Mentored and trained junior bankers and tellers on product offerings and client engagement strategies
  • Delivered comprehensive financial advice for both consumer and commercial clients, identifying financial solutions and successfully cross-selling credit products tailored to every client
  • Took on the roll of cash management taking care of weekly Federal buys and sells for the branch
  • Processed and paid company invoices and bank payments accurately and on time and handled maintenance requests
  • Mastered basic teller practices and excelled in teller balancing-recognized for maintaining 100% balancing accuracy while ensuring compliance with banking regulations and operational procedures
  • Experience with large cash deposits for example Enramex following up with appropriate CTR fillings and utilizing a TCR
  • Knowledgeable in resolving compromised accounts through fraud prevention protocols and appropriate account security measures
  • Experienced in both international and domestic wires
  • Can process foreign currency orders and sells for clients

Lead Sales Associate

Gap Inc.
Westminster, CO
10.2020 - 08.2021
  • Interacted with customers throughout the sales floor including the cash registers and fitting rooms and always provided amazing customer service.
  • Prioritized meeting sale goals and always encouraged brand loyalty, by consistently promoting brand rewards programs including Old Navy Navyist rewards program and the Old Navy Brand Credit Card.
  • Maintained sales floor by frequently folding and organizing departments allowing the store to look more presentable and provide visual appeal to customers.
  • Processed returns, exchanges, credits and online orders.
  • Achieved Employee of the Month March 01, 2021.

Administrative Assistant/Executive Assistant

Colorado Concrete Inc.
Denver, CO
04.2019 - 08.2019
  • Answered incoming customer calls, and transferred them adequately.
  • Printed, filled, and archived important business expenses
  • Regularly participated in team collaboration.
  • Obtained computer proficiency by routinely updating spreadsheets and power points through microsoft office.
  • Assisted business accountant and revised documents.

Education

No Degree - Pre-Medicine

Front Range Community College
Westminster, CO

High School Diploma -

The Pinnacle Charter High School
Federal Heights, CO
05.2019

Skills

  • Acquiring and retaining long term client relationships
  • Understanding and identifying customers financial goals
  • Providing personalized financial advice
  • Handling customer complains and resolving issues
  • Delivering excellent customer service
  • Knowledgeable of banking products (checking, saving, loans, credit cards, mortgages and treasury management)
  • Investment and Certificate of Deposit interest rate knowledge
  • Retirement and financial planning-experienced in opening IRA, HSA and CSA accounts
  • Evaluate credit applications and determine account eligibility based on established lending guidelines and handling account denials
  • Risk assessment
  • Cross-Selling banking products and identifying sales opportunities
  • Meeting and excelling in sale targets
  • Business development and networking
  • Referral generation
  • Know your customer (KYC) procedures
  • Anti-Money Laundering (AML) and CTR compliance
  • Banking regulations and policies
  • Fraud detection and prevention
  • Data privacy and confidentiality
  • Detail oriented
  • Decision-making / Problem-solving
  • Performance management
  • Microsoft office (Excel, Word, PowerPoint)
  • Digital banking platforms
  • Managing multiple client portfolios
  • Meeting deadlines and prioritizing tasks
  • Maintaining accurate documentation
  • Integrity and professionalism
  • Adaptable and flexible
  • Results-oriented mindset
  • Strong work ethic

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Universal Banker

PNC Bank
06.2026 - Current

Senior Personal Banker

FirstBank
05.2022 - 06.2026

Lead Sales Associate

Gap Inc.
10.2020 - 08.2021

Administrative Assistant/Executive Assistant

Colorado Concrete Inc.
04.2019 - 08.2019

No Degree - Pre-Medicine

Front Range Community College

High School Diploma -

The Pinnacle Charter High School