Daniela Rodriguez
Miami
Summary
Dynamic financial professional with experience at JPMorgan Chase, excelling in risk assessment and client relationship management. Proven track record in delivering insightful performance reports and investment strategies, enhancing client satisfaction and operational efficiency. Adept at providing exceptional customer service while driving sales through effective communication and engagement.
Developed strong customer service and administrative skills in fast-paced, client-focused environment. Excels in communication, organization, and managing multiple tasks simultaneously. Seeking to transition to new field where these skills can be effectively utilized and further developed.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Front Desk Receptionist
Happy Teeth Dental Group
Miami, FL
10.2025 - Current
- Coordinated patient scheduling and managed appointment confirmations to optimize office workflow.
- Provided exceptional customer service, addressing patient inquiries and resolving issues promptly.
- Maintained accurate patient records using dental management software, ensuring data integrity and confidentiality.
- Collaborated with dental staff to streamline front desk operations and improve patient flow.
Cashier
DSW Shoe Warehouse
06.2022 - Current
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Assisted customers with product inquiries, ensuring a positive shopping experience.
- Maintained cleanliness and organization of checkout area to enhance operational efficiency.
- Collaborated with team members to manage inventory and restock merchandise as needed.
- Trained new cashiers on store policies, procedures, and customer service standards.
Associate Banker
JPMorgan Chase
06.2024 - 06.2025
- Provided investment advice based on market trends and individual client financial goals.
- Prepared and presented weekly reports on branch performance, identifying trends and areas for improvement.
- Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
- Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Modified, opened and closed customer accounts.
Education
Bachelor of Science -
Florida International University
05-2028
John A Ferguson Senior High
06-2024
Skills
- Financial analysis
- Customer service
- Risk assessment
- Investment strategies
- Performance reporting
- Client relationship management
- Listening skills
- Time management
- Telephone etiquette
- Problem-solving skills
- Team collaboration
- Scheduling
Certification
- CPR and BLS certified.
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Education and Training
other,true,other
Timeline
Front Desk Receptionist
Happy Teeth Dental Group
10.2025 - Current
Associate Banker
JPMorgan Chase
06.2024 - 06.2025
Cashier
DSW Shoe Warehouse
06.2022 - Current
John A Ferguson Senior High
Bachelor of Science -
Florida International University