Carlos Rodriguez
Miami,FL
Summary
Experienced and professional banker with a proven track record of maintaining exceptional customer service ratings and projecting a polished professional image. Skilled in high-volume banking transactions, financial advising, and client relationship management. Demonstrates an ability to identify financial opportunities, cross-sell products, and deliver tailored financial solutions. Possesses an entrepreneurial mindset with expertise in branding, marketing, and strategic business development. Committed to ongoing learning and professional growth in the financial and marketing sectors.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Founder & Marketing Strategist
Zero Brand LLC
10.2024 - Current
- Established and managed a marketing brand specializing in digital strategies and brand positioning
- Developed campaigns focused on increasing customer engagement and brand awareness
- Provided consulting services to businesses on marketing, sales funnels, and growth strategies
- Analyzed market trends and adjusted strategies to improve ROI
Associate Personal Banker
Wells Fargo
02.2023 - 10.2024
- Developed strong client relationships by delivering personalized financial solutions
- Advised customers on various banking products, including loans, credit cards, and investments
- Identified fraud risks and ensured compliance with banking regulations
- Assisted clients with account management, deposits, withdrawals, and dispute resolutions
- Participated in ongoing training to stay updated on financial products and best practices
Associate Teller
Wells Fargo
08.2023 - 02.2024
- Maintained accurate records of all daily transactions
- Responded promptly to customer inquiries via phone, email, and in-person interactions
- Conducted account openings and closings while ensuring compliance with banking policies
- Recognized cross-selling opportunities for additional financial products and services
- Created tailored financial solutions to meet individual client needs
- Followed operational standards, promoting security, risk management, and compliance
Education
Bachelor of Science - Biology
Florida International University
Miami, FL06.2026
Associate of Arts - Biology
Miami Dade College
Miami12-2023
Skills
- Banking Policies & Procedures
- Financial Advising
- Client Relationship Management
- Opportunity Identification
- Account Maintenance
- Financial Statement Preparation
- Sales Expertise
- Positive Attitude
- Cross-Selling & Upselling
- Cash Handling
- Customer Service & Relationship Building
- Adobe Illustrator
- Spanish & English Fluency
- Team leadership
- Strategic thinking
- Entrepreneurial and innovative
Certification
- NMLS Certification - State of Florida
- Adobe Illustrator Certified
Timeline
Founder & Marketing Strategist
Zero Brand LLC
10.2024 - Current
Associate Teller
Wells Fargo
08.2023 - 02.2024
Associate Personal Banker
Wells Fargo
02.2023 - 10.2024
- NMLS Certification - State of Florida
- Adobe Illustrator Certified
Bachelor of Science - Biology
Florida International University
Associate of Arts - Biology
Miami Dade College
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