JEAN RODRIGUEZ
Orlando
Summary
Dynamic Brokerage Client Service Associate with over 8 years of experience in banking and financial services. Skilled in relationship management, analytical problem-solving, and operational support, contributing to client satisfaction and sustained business growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Brokerage Client Service Associate
Truist Bank
Orlando
04.2024 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with advisors to develop solutions to make the overall experience of their clients satisfactory to drive sustained growth.
- Developed strong organizational and communication skills through coursework and exceptional service.
- Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks
Sr Relationship Banker
Truist Bank
Windermere, FL
03.2018 - 04.2024
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to identify potential new clients and expand current relationships
- Assisted customers with completing required forms for opening and closing bank accounts.
- Discussed financial options with clients and provided informed suggestions.
Business Banker Associate
Truist Bank
Orlando
04.2017 - 02.2018
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
Banker
Wells Fargo
Cape Coral, FL
07.2015 - 04.2017
- Balanced teller drawers and ATM cash.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
Education
Business Administration And Management
THOMAS EDISON COLLEGE
Fort Myers, FLSkills
- Sales Development
- Pipeline management
- Issue resolution
- Relationship builder
- Analytical
- Bilingual(Spanish fluent)
Certification
(SIE) Securities Industry Essentials
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Brokerage Client Service Associate
Truist Bank
04.2024 - Current
Sr Relationship Banker
Truist Bank
03.2018 - 04.2024
Business Banker Associate
Truist Bank
04.2017 - 02.2018
Banker
Wells Fargo
07.2015 - 04.2017
Business Administration And Management
THOMAS EDISON COLLEGE