David Rodriguez
Houston
Summary
Seasoned professional with 16 years of experience delivering trusted financial service, demonstrating leadership in branch with operations, team development, and customer retention and engagement. Strong dedication to help resolve issues and cultivating a positive image of the company. Passionate about staff development and improving branch efficiency. Proven ability to listen attentively, solve problems quickly and efficiently, create high-quality professional relationships within different departments, and clientele. Fully committed to following company procedures and guidelines.
Overview
16
16
years of professional experience
Work History
Personal Banker III
Cadence Bank
11.2023 - Current
- Support daily branch operations and assist with escalated customer issues when management is unavailable.
- Mentor staff to achieve personal and branch goals.
- Identified resolution to customer issues regarding overdrafts, fraudulent charges, fees, and overdue loan payments.
- Provide personal financial counseling, assist with lending services, and build relationships with existing clientele to sustain high satisfaction and retention.
- Ensure compliance with operational, risk, security, audit procedures, and policies.
- Maintained the confidentiality of clients and their accounts at all times.
- Provide professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Universal Banker II
Stellar Bank
04.2022 - 11.2023
- Assisted customers with setting up, updating accounts, and signing up for new services.
- Provided advice on different bank products and financial options.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Educated customers on features and benefits of banking products and services.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Weekly cash handling in the amount of $100k - $150k.
Personal Banker II
Texan Bank
07.2015 - 04.2022
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Monitored accuracy of customer information in system.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Greeted customers and delivered information about new account processes.
Teller
Prosperity Bank
10.2009 - 07.2015
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Maintained friendly and professional customer interactions.
Education
High School Diploma -
Stephen F. Austin High School
Houston05.2007
No Degree - Some College
HCC
HoustonSkills
- Branch service quality
- Audit preparation
- Vault audits
- Strong leadership
- Staff development
- Staff education and training
- Client retention and engagement
- Cash handling
- Loan application assessment
- Notary Public
- NMLS
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker III
Cadence Bank
11.2023 - Current
Universal Banker II
Stellar Bank
04.2022 - 11.2023
Personal Banker II
Texan Bank
07.2015 - 04.2022
Teller
Prosperity Bank
10.2009 - 07.2015
High School Diploma -
Stephen F. Austin High School
No Degree - Some College
HCC