Franchesca Rodriguez
Albuquerque,NM
Summary
Results-driven Assistant Branch Manager with a proven record of exceeding sales goals and fostering high net worth client relationships. Skilled in educating customers on banking services and resolving issues to enhance satisfaction. Committed to delivering tailored solutions that meet both long- and short-term financial needs.
Overview
8
8
years of professional experience
Work History
Banker
PNC Bank
Albuquerque, New Mexico
07.2024 - 07.2026
- Analyzed customers' financial information to determine the best banking products for them.
- Analyzed financial data to assist customers in making informed decisions.
- Educated customers on banking products and services available at PNC Bank.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Helped customers understand and use mobile applications and online banking.
- Resolved customer complaints effectively and efficiently to enhance satisfaction.
- Achieved or exceeded personal sales goals on a consistent basis.
Assistant Branch Manager
First Convenience Bank
Albuquerque, New Mexico
03.2020 - 05.2024
- Assisted branch manager in daily operations, facilitating team communication and operational efficiency.
- Trained new team members on branch service standards to align with objectives.
- Monitored daily activities, identifying areas for improvement to uphold operational excellence.
- Oversaw internal audit completion with minimal findings, demonstrating adherence to bank policies.
- Supervised staff performance, providing guidance to enhance skills and meet daily goals.
- Mentored new employees, fostering a positive work culture that increased retention rates.
- Contributed to branch sales targets by promoting bank products and identifying cross-selling opportunities.
Loan Officer
Infinity Loans
11.2018 - 02.2020
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Prepared and submitted loan applications to underwriter for verification, ensuring compliance and accuracy.
- Examined customer loan applications for loan approvals and denials.
- Guided clients in selecting suitable loan products, enhancing customer satisfaction.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues.
- Cultivated strong relationships with customers through attentive service, fostering loyalty.
- Maintained strict confidentiality of bank records and client information.
Education
Medical Assistant Certificate -
Brookline College
Albuquerque, NM01-2012
High School Diploma -
New Futures High
Albuquerque, NM01-2004
Skills
- Financial product knowledge
- Sales strategy development
- Team Development
- Customer service skills
- Customer-focused mindset
- Effective relationship building
- Branch management
- Team Development
- Team building
- Business Development
- Marketing and promotions
- Office software proficiency
- Proficient in [Microsoft excel, Microsoft Power Point, Microsoft Office, Microsoft Word]
- Cash handling
- Cash handling
Languages
Spanish
Skills
5,5,5,5,5,5,5,5,5
Timeline
Banker
PNC Bank
07.2024 - 07.2026
Assistant Branch Manager
First Convenience Bank
03.2020 - 05.2024
Loan Officer
Infinity Loans
11.2018 - 02.2020
Medical Assistant Certificate -
Brookline College
High School Diploma -
New Futures High