Summary
Overview
Work History
Education
Skills
Additionalinformation - References
Personal Information
Languages
Timeline
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Diana Rodriguez

Orlando,FL

Summary

Performance-oriented Sales Leader offering exceptional record of achievement over 13 year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.

Overview

11
11
years of professional experience

Work History

SMALL BUSINESS BANKER

Bank Of America
12.2019 - Current
  • Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
  • Conducted comprehensive financial reviews for new and existing clients, identifying opportunities for growth and improvement.
  • Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
  • Assisted in the development of marketing strategies targeting potential small business customers within the community.
  • Collaborated with underwriting teams to expedite loan approval processes, ensuring timely access to funds for small business clients.
  • Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.

SMALL BUSINESS CONSULTANT

Bank Of America
08.2017 - 12.2019
  • Identified funding opportunities for small businesses, assisting with grant writing and loan applications as needed.
  • Evaluated client performance metrics, identifying areas for improvement and recommending actionable solutions.
  • Analyzed competitors'' strategies to help clients gain a competitive edge in their respective industries.
  • Mentored and trained small business owners on best practices, contributing to their long-term success.

Opperations Manager

Bank of America
01.2015 - 01.2017
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.

RELATIONSHIP MANAGER

Bank Of America
06.2013 - 01.2015
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

Education

Bachelor of Science in Business Administration -

Nova Southeastern University
Hollywood, FL
02.2013

High School Diploma -

West Broward High School
Pembroke Pines, FL
01.2011

Skills

  • Loan Origination
  • Cash Flow Forecasting
  • Commercial Lending
  • Time Management
  • Debt Restructuring
  • Multitasking Abilities
  • Excellent Communication
  • Attention to Detail
  • Team Leadership
  • Organizational Skills
  • Payment Processing
  • Interpersonal Communication

Additionalinformation - References

Available upon request

Personal Information

Title: Small Business Banker

Languages

Spanish
Native or Bilingual

Timeline

SMALL BUSINESS BANKER

Bank Of America
12.2019 - Current

SMALL BUSINESS CONSULTANT

Bank Of America
08.2017 - 12.2019

Opperations Manager

Bank of America
01.2015 - 01.2017

RELATIONSHIP MANAGER

Bank Of America
06.2013 - 01.2015

Bachelor of Science in Business Administration -

Nova Southeastern University

High School Diploma -

West Broward High School
Diana Rodriguez