Ivan Rodriguez

Prosperity Bank

New Waverly, TX

07.2023 - 08.2024

Maintained confidentiality of bank records, transactions and customer information.
Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Cross-sold bank products such as savings accounts and credit cards to existing clients.
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Performed cash handling duties including counting currency, coins and checks.
Handled large sums of money with accuracy while maintaining appropriate levels of security.
Followed strict compliance guidelines when completing financial transactions for customers.
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Met or exceeded sales goals by promoting bank products and services in customer interactions.
Delivered exceptional service to customers in person or over telephone.
Promoted exceptional customer experience through strong interpersonal skills and prompt issue resolution.
Identified opportunities for process improvements across the organization.
Prepared forecasts of future performance based on historical trends.

Summary