Diego Rodriguez
Charlotte,NC
Summary
Customer-focused professional with strong financial analysis skills and a commitment to improving client relationships. Adaptable and capable of thriving under pressure, with a proven track record of delivering exceptional service and resolving complex client inquiries. Experienced in developing tailored banking solutions and enhancing operational efficiencies to meet organizational goals.
Overview
8
8
years of professional experience
Work History
Cash Control Lead
H.E.B.
Placentia, TX
09.2023 - 03.2026
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Completed day-to-day duties accurately and efficiently, contributing innovative ideas to enhance team performance.
Senior Banker
Bank of America
Dallas, Tx
04.2018 - 09.2023
- Managed client relationships to ensure satisfaction and loyalty, analyzing their financial needs to develop tailored solutions.
- Resolved complex client inquiries to maintain high service standards and managed escalations with professionalism.
- Trained and coached less experienced team members on procedures, compliance standards, and performance strategies.
Education
Bachelor of Science - Economics
Santiago De Cali University
Cali, COAssociate of Science - Finance
Santiago De Cali University
Cali, COAssociate of Applied Science - Law
University San Buenaventura
Cali, COSkills
Languages
Spanish
Professional
References
References available upon request.
Timeline
Cash Control Lead
H.E.B.
09.2023 - 03.2026
Senior Banker
Bank of America
04.2018 - 09.2023
Bachelor of Science - Economics
Santiago De Cali University
Associate of Science - Finance
Santiago De Cali University
Associate of Applied Science - Law
University San Buenaventura