Eduardo Rodriguez
Staten Island,NY
Summary
Accomplished Banker with a great track record of success in administering and opening business account and personal accounts. Adept at matching banking products with customer needs selling any program the bank is offering and assisting clients in consolidating debt through bank products. Specializes in loan products and credit card sales.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Retail Banker
TD Bank
05.2023 - Current
- Employee of the quarter in my first official quarter
- Employee of the month 5 times
- Ranked top 1 in credit card sells in the region in my first official quarter
- Employee of Q3 and Q4 in the store as for 2023
- Highest customer satisfaction rate in the store as of 2023
- Exceeded and completed my goal with excellence
- Ranked top 2 in Q3 and top 1 in Q4 for Retail Banker position in 2023
- Ranked top 10 in Q3 and top 5 in Q4 overall in the Manhattan region in 2023
- Helped a high volume of customers with excellence including private customers and business owners
- Ranked top 2 in Q1 for Retail banker position in 2024
- Highest customer satisfaction rate in the store as of Q1 2024.
- Streamlined account opening processes for improved efficiency and a better client experience.
- Identified opportunities for cross-selling financial products, resulting in higher revenue generation.
- Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
- Reduced transaction wait times through efficient multitasking and effective queue management techniques.
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
Customer Experience Coordinator
TD Bank
02.2022 - 05.2023
- Assisted customers with finding the right products they were looking for and answered any questions they had
- Provided exceptional customer service to customers and assisted them in setting up accounts
- Maintained a high level of customer satisfaction through effective verbal and written communication skills
- Exceeded and completed my goal with excellence, finishing within top 3 in the region every quarter
- Remained courteous and calm, even during moments of customer dissatisfaction
- Employee of the month 4 times
- Helped a high number of customers, satisfying their needs with excellence.
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Resolved escalated customer issues, ensuring timely resolution and maintaining high levels of satisfaction.
- Trained new team members on company guidelines and best practices for exceptional customer service delivery.
- Developed strong relationships with key clients, fostering loyalty and enhancing brand reputation.
Bank Teller
TD Bank
06.2021 - 02.2022
- Provided helpful and exceptional customer service
- Combined bank knowledge and product knowledge to identify and satisfy customers’ needs
- Assisted the customer with questions about products and procedures
- Helped the store to get the goal by referring and selling products
- Completed my goal every quarter
- Ended up as top 1 teller in the region and top 10 employee of the region in my first official quarter.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
Education
College Associate -
Guttman Community College
New York, NY06.2022
High School Diploma -
Morris Academy for Collaborative Studies
The Bronx, NY06.2020
Skills
- Leadership
- Organization
- Financial Planning
- Time Management
- Team collaboration
- Problem-solving abilities
- Effective communication
- Customer service excellence
- Financial Product Knowledge
References
- Sylvia Mitchell, Chase, Business Relationship Manager, (347) 476-7655
- Dharam Singh, TD Bank, Assistant Store Manager, (929) 231-7412
- Amr Baker, CITI Group, Corporate Insurance Analyst, (347) 630-6087
- Angel Aguilar, Chase, Business Relationship Manager, (347) 247-4978
- Michael Yacovone, TD Bank, Store Manager, (646) 637-7411
- Natosha Fraser, TD Bank, Assistant Store Manager, (347) 334-4300
Certification
NMLS
Languages
English
Native or Bilingual
spanish
Native or Bilingual
Timeline
Retail Banker
TD Bank
05.2023 - Current
Customer Experience Coordinator
TD Bank
02.2022 - 05.2023
Bank Teller
TD Bank
06.2021 - 02.2022
College Associate -
Guttman Community College
High School Diploma -
Morris Academy for Collaborative Studies
NMLS
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