Cheyenne Rodriquez
Mustang
Summary
Dynamic banking professional with experience at Chase Bank, excelling in client relationship management and compliance adherence. Proven expertise in loan processing and financial planning, complemented by a self-motivated approach. Successfully enhanced operational efficiency through streamlined procedures and proactive communication, fostering strong client engagement and satisfaction.
Overview
5
5
years of professional experience
Work History
Associate Banker
Chase Bank
01.2026 - Current
- Facilitated customer account inquiries and transactions to enhance satisfaction levels.
- Executed account opening and closure processes, ensuring adherence to bank compliance standards.
- Facilitated collaboration among team members to optimize daily operations.
- Instructed clients on banking products to enhance engagement and service utilization.
- Oversaw meticulous record-keeping of all transactions to ensure compliance and accuracy.
- Cultivated strong client relationships through proactive communication and tailored support.
Personal Assistant
Cleaning Service
07.2021 - 01.2026
- Oversaw scheduling and appointment management for staff to enhance organizational efficiency.
- Managed inventory of cleaning supplies to ensure efficient restocking processes.
- Facilitated communication between clients and team members to enhance service delivery.
- Engineered streamlined administrative procedures to enhance operational effectiveness.
- Managed personal and professional calendars, ensuring efficient scheduling of appointments and events.
- Organized and maintained systematic filing of personal and professional documentation.
- Managed email correspondence and communication channels to streamline business processes.
- Executed comprehensive support services for career professionals, including errand running, mail management, appointment scheduling, and transportation arrangements.
- Led special projects of varying complexity to enhance team efficiency.
- Ensured adherence to strict timetables by managing accurate and balanced calendars.
Education
High School Diploma -
Moore High School
Moore Ok03.2023
Skills
- Investment strategies
- Portfolio management
- Financial planning
- Loan processing
- Banking regulations
- Dual control vaults
- Opening and closing procedures
- Self-motivated nature
Timeline
Associate Banker
Chase Bank
01.2026 - Current
Personal Assistant
Cleaning Service
07.2021 - 01.2026
High School Diploma -
Moore High School