MARICELA RODRIGUEZ
Fontana,California
Summary
Seeking a career opportunity to expand my knowledge and continue to advance in my career. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. My experience and leadership skills will contribute to success of our clients, our team and financial Center.
Overview
18
18
years of professional experience
Work History
Assistant Financial Manager
Bank of America
City of Industry, CA
12.2023 - Current
- Managed the timely and accurate completion of month-end close processes, ensuring all necessary journal entries were completed and reconciled against supporting documentation.
- Contributed to successful audits by maintaining organized records and providing timely responses to inquiries from external auditors.
Relationship Banker
Bank Of America
Fontana, CA
05.2022 - 11.2023
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
RELATIONSHIP BANKER
BANK OF AMERICA
City Of Industry
09.2015 - 05.2021
- Vital leadership role in the branch; recruiting, training and assisting new employees
- Instrumental role in banks achievement of surpassing revenue goals
- Client acquisition through prospecting and networking with affluent residential communities and businesses to build relationships
- Outbound calling during downtimes to meet and exceed company objectives and sales targets
- Determine clients' current income, expenses, insurance coverage, tax status, and other information needed to develop rapport and open and maintain banking relationship
- Current on all banking regulations and compliance regulations.
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
TELLER
BANK OF AMERICA
05.2008 - 08.2015
- Meeting clients in the moments that matter to fully understand the need and fully resolve their situation
- Understanding how clients engage with us via technology (online and mobile), financial center and contact center and make sure they’re aware of all we can do to make their financial lives better
- Navigating multiple computer applications while interacting with the client
- Listening to, understanding and providing solutions for our clients’ needs
Education
High School Diploma -
Bassett Senior High School
La Puente, CA06.2001
Skills
- Excellent Written and Oral communication skills
- Bilingual
- Computer Literate Experience with Microsoft Word, PowerPoint, Excel
- Adaptability
- Strong Work Ethic
- Time Management
Additional Information
- ACHIEVEMENTS , Bank of America Silver Award Bank of America Bronze Award Bank of America Associate of the Month
Timeline
Assistant Financial Manager
Bank of America
12.2023 - Current
Relationship Banker
Bank Of America
05.2022 - 11.2023
RELATIONSHIP BANKER
BANK OF AMERICA
09.2015 - 05.2021
TELLER
BANK OF AMERICA
05.2008 - 08.2015
High School Diploma -
Bassett Senior High School