Harold Rojas
New Rochelle,US
Summary
Hardworking banking professional with a strong track record of building lasting client relationships and delivering tailored financial solutions. Proven ability to drive sales, support business development, and identify growth opportunities. Skilled in account reviews, issue resolution, and working closely with financial advisors to ensure seamless, high-quality client service.
Overview
3
3
years of professional experience
Work History
Universal banker
Apple bank
The Bronx
07.2024 - Current
- Facilitated customer account openings, enhancing client onboarding experience and driving substantial improvements in customer satisfaction.
- Coordinated with financial advisors to tailor banking solutions, resulting in increased customer retention and loyalty.
- Analyzed client portfolios to identify needs, implementing tailored solutions that consistently exceeded performance benchmarks.
- Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution.
Associate Banker
Citibank
White Plains, NY
07.2023 - 06.2024
- Resolve client issues, boosting satisfaction and loyalty through effective engagement.
- Manage accounts, consistently exceeding performance targets with strategic solutions.
- Master product knowledge to enhance upselling and cross-selling opportunities.
- Address client concerns, achieving measurable service improvements.
- Analyzed client portfolios to identify needs, implementing tailored solutions that consistently exceeded performance benchmarks.
Teller Associate
TD Bank
Port Chester, NY
02.2022 - 07.2023
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Manage assigned customers and proactively assisted them - in person and over the phone - to build long lasting relationships.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Education
Associate of Arts - Business Administration
Westchester Community College
Valhalla, NY06.2024
Skills
- Operations Management
- Client Relations
- Portfolio Management
- Customer Analytics
- Salesforce
- Microsoft excel/word
- Sales
- Wealth management
Languages
Spanish Native
Timeline
Universal banker
Apple bank
07.2024 - Current
Associate Banker
Citibank
07.2023 - 06.2024
Teller Associate
TD Bank
02.2022 - 07.2023
Associate of Arts - Business Administration
Westchester Community College