Diana Rodriguez
Manchester,NH
Summary
Top-performing professional offering over 5 years of progressive experience in the banking and finance industry. Expertise in managing personal, corporate, and small business accounts and building long term relationships with clients. Accomplished in selling banking solutions to drive sales and revenue generation goals. Comfortable working independently or as part of professional banking team.
Overview
6
6
years of professional experience
Work History
Personal Banker Officer
Citibank
Los Angeles, CA
06.2019 - 11.2021
- Provide clients with broad base of financial and credit services with digital approach
- Worked with clients to address and respond to client and partnership management issues.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Utilize all given sources in order to reach out to clients and create new relationships in order to build our book of business
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals
Digital Banker
Citibank NA
New York, NY
11.2017 - 06.2019
- Had opportunity to open and introduce brand-new digital branch to community
- Bring out best of branch’s personnel by providing training, coaching, development and motivation
- Build and develop strategies with team members and bank partners in order to build new relationship with clients and maximize sales opportunities
- Built referral business opportunities and recommended strategies to grow client base.
- Educated clients on services and digital channels.
- Performed outbound sales and follow-up calling activities.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Assist branch manager with all operational aspects including operations, customer service, human resources, administration and sales.
- Oversaw high-volume accounting operations with 8-person team focused on efficient budget administration, AP/AR and other financial management needs
Universal Personal Banker
Citizens bank
Manchester, NH
09.2015 - 11.2017
- Provide broad base of financial and credit services with goals of acquiring 100% of clients’ business
- Meet clients’ financial needs and goals
- Opening and maintenance of accounts
- Develop and maintain relationships with bank partners to maximize sales opportunities and achieve sales goals
- Promoted financial products by maintaining excellent service offering knowledge
- Assist teller line with transactions when needed
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
Education
High School Diploma -
Manchester Central High School
2010
Skills
- Bi-lingual, Spanish speaking native fluent in English
- Relationship building and management
- Business Development
- Banking operations and knowledge
- Cash Handling
- Sales expertise
- Financial services
- Industry networking
- Self-Motivated
- Detail oriented
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker Officer
Citibank
06.2019 - 11.2021
Digital Banker
Citibank NA
11.2017 - 06.2019
Universal Personal Banker
Citizens bank
09.2015 - 11.2017
High School Diploma -
Manchester Central High School