Eduardo Rodriguez
Staten Island
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet personal and team goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Exceptions Specialist III
TD Bank
08.2024 - Current
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Coordinated with internal departments to reconcile payments, ensure accurate accounting entries, and verify transaction data.
- Handled customer inquiries regarding payment issues, providing prompt resolutions and maintaining high levels of satisfaction.
- Enhanced transaction accuracy with thorough attention to detail and consistent monitoring of account activities.
- Established a strong working knowledge of various payment systems/platforms used within the organization for seamless navigation between tasks.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Processed debtor payments and updated accounts to reflect new balance.
- Employee of the week Twice in Q4 - 2024
Retail Banker
TD Bank
05.2023 - 08.2024
- Helped a high volume of customers with excellence including private customers and business owners.
- Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
- Multitasking and effective queue management techniques.
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Provided guidance and tips to coworkers on how to protect customers against fraud.
- Assessed compliance with banking laws and reported suspicious entries and actions.
- Reviewed documentation to prevent fraud and identity theft losses.
- Collaborated with fraud department to help resolve fraud claims to help customers.
- Followed standard AML procedures and processes.
- Employee of Q3 and Q4 in the store as for 2023.
- Highest customer satisfaction rate in the store as of 2023.
- Ranked top 2 in Q3 with a pace of 165% and top 1 in Q4 with a pace of 195% for Retail Banker position in 2023.
- Ranked top 10 in Q3 and top 5 in Q4 overall in the Manhattan region in 2023.
- Ranked top 2 in Q1 and top 5 in Q2 for Retail banker position in 2024.
- Highest customer satisfaction rate in the store for Q1 and Q2 as of 2024.
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
Associate of Applied Science - Finance
Guttman Community College
06.2022
High School Diploma -
Morris Academy for Collaborative Studies
06.2020
Skills
- Leadership
- Organization
- Financial Planning
- Time Management
- Team collaboration
- Attention To Detail
- Problem-solving abilities
- Effective communication
- Customer service excellence
- Financial Product Knowledge
Certification
NMLS
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
References
- Reference Upon Request.
Timeline
Exceptions Specialist III
TD Bank
08.2024 - Current
Retail Banker
TD Bank
05.2023 - 08.2024
Customer Experience Coordinator
TD Bank
02.2022 - 05.2023
Bank Teller
TD Bank
06.2021 - 02.2022
High School Diploma -
Morris Academy for Collaborative Studies
Associate of Applied Science - Finance
Guttman Community College
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