EDITH RODRIGUEZ
Corning,CA
Summary
Attentive and goal-focused brings successful approach in achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating lucrative client relationships and impactful relationships. Dependable professional with track record of success in field and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Client Relationship Consultant 4 Float
U.S. Bank
Corning, CA
04.2023 - Current
- Signing on new clients and helping them through the onboarding process
- Managing client bank accounts, business bank accounts and overseeing transactions
- Processing deposits, payments, and withdraws
- Assist clients in opening lines of credit, loans, merchant services, investment products
- Proactive outbound calling to generate new business
- Advise customers on bank services for their needs
- Assist branch manager with efficient operations of the branch including reporting and audit items
- Develops and deepens customer relationships by providing outstanding customer service following a focused cross-selling strategy
- Effectively manage branch in the absence of branch manager
- Work with customers to identify solutions to meet their financial goals
- Participates in selling and cross-selling bank products
- Mentor and train other CRC’s
- Comes up with innovative ideas to drive district metrics like challenges and district calls
- Orders cash for branch, attends monthly regional calls and calls on leads to thank existing customers for their business
- Interviewed candidates and assisted with decision making on new boarding members
Client Relationship Consultant 4
U.S. Bank
Red Bluff, California
08.2022 - 04.2023
- Assist branch manager in morning team huddles, banker rotation schedule
- Create innovative ideas to drive team sales
- District lending champion responsible for sending out lending highlights, best practices and district lending metrics
- Assist clients with business and consumer needs
Client Relationship Consultant 3
U.S. Bank
Corning, California
12.2021 - 08.2022
- Generated monthly reports detailing performance metrics for senior management review.
- Developed financial plans for customers based on their individual needs.
- Processed loan applications and prepared relevant documents for approval.
- Analyzed customer's financial information to determine the best banking products for them.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Assisted with onboarding new employees by training them on banking procedures.
Client Relationship Consultant 2
U.S. Bank
Corning, California
12.2020 - 08.2022
- Generated monthly reports detailing performance metrics for senior management review.
- Processed loan applications and prepared relevant documents for approval.
- Developed financial plans for customers based on their individual needs.
- Analyzed customer's financial information to determine the best banking products for them.
Universal Banker
U.S bank
Corning, California
09.2019 - 12.2020
- Received incoming wires from other financial institutions into customer accounts.
- Assisted customers with setting up direct deposits for their payroll checks.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Assisted customers with online banking setup and troubleshooting issues associated with digital banking platforms.
- Cross-sold bank products such as credit cards, consumer loans, mortgages, savings accounts and other banking services.
- Maintained updated knowledge of all current bank products and services offered by the financial institution.
- Provided customer service to clients by answering inquiries, resolving complaints and providing information regarding banking products and services.
Supervisor
Starbucks
Red Bluff, CA
09.2015 - 09.2019
- Resolved customer complaints
- Established and enforced clear goals to keep employees working collaboratively.
- Provided ongoing training to address staff needs.
- Complied with company policies, objectives and communication goals.
- Maintained operating schedules to provide effective coverage for key areas and achieve objectives.
- Coached and mentored staff members through constructive feedback to develop long-term career goals.
- Developed position rotation to support continuous improvement and operator development.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education
High School Diploma -
Mercy High School
Red Bluff05.2015
Skills
- Problem resolution
- Collaboration
- Time management
- Training & Development
- Data management
- Innovation
- Bilingual
- Leadership
- Adaptability
- Communication
- Customer Service
- Collaboration
- Interpersonal Skills
- Creativity
Accomplishments
Client Relationship Consultant Champion
Employee of the Month
Timeline
Client Relationship Consultant 4 Float
U.S. Bank
04.2023 - Current
Client Relationship Consultant 4
U.S. Bank
08.2022 - 04.2023
Client Relationship Consultant 3
U.S. Bank
12.2021 - 08.2022
Client Relationship Consultant 2
U.S. Bank
12.2020 - 08.2022
Universal Banker
U.S bank
09.2019 - 12.2020
Supervisor
Starbucks
09.2015 - 09.2019
High School Diploma -
Mercy High School