Jennifer Rodriguez
Denver,PA
Summary
Accomplished in leading cash management at Citadel Credit Union, I enhanced financial strategies and vendor partnerships, driving profitability. With expertise in Salesforce and a knack for effective leadership, I fostered teamwork and improved service standards at TD Bank, significantly boosting branch performance. My approach blends decisive decision-making with strong communication, ensuring operational excellence and growth.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Head of Cash Management
Citadel Credit Union
Exton, PA
02.2018 - 10.2024
- Managed the document preparation process related to wire transfers and ACH payments within cash management.
- Developed training materials on cash management processes for staff members at various levels of the organization.
- Implemented comprehensive cash management plans while ensuring policy compliance.
- Managed the reconciliation of accounts receivable, accounts payable, and treasury activities.
- Oversaw vendor interactions centered on cash management.
- Collaborated with marketing and analytics teams to develop strategic plans and campaigns to boost sales and profitability.
- Conducted periodic reviews of existing banking arrangements to identify areas for improvement or cost savings opportunities.
- Analyzed competitors and market trends to facilitate business growth.
- Prepared monthly variance reports comparing actual results against budget expectations.
- Created financial management mechanisms to minimize financial risk to business.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Maintained updated knowledge through continuing education and advanced training.
VP, Branch Manager
TD Bank
Haverford, PA
01.2004 - 02.2018
- Designed sales and service strategies to improve revenue and retention.
- Resolved customer complaints promptly and efficiently while ensuring excellent customer service standards.
- Initiated sales campaigns to increase deposits and loan products in the branch.
- Collaborated across departments to define and set branch objectives.
- Monitored daily activities within the branch including cash flow management, teller transactions, account openings and closings.
- Conducted regular meetings with employees to discuss goals and performance issues.
- Managed and inspired team members to perform to full potential, driving branch profitability.
Education
Some College (No Degree) - Business Administration And Management
Delaware County Community College
Media, PASkills
- Vendor Partnership Development
- Experienced with Salesforce
- Teamwork and collaboration
- Decision-making
- Effective Leadership
- Communication
- Multitasking
- Sales Strategy Development
- Comprehensive Marketing Planning
Accomplishments
- CEO Leadership Award Recipient- TD Bank
Certification
- Actively studying for the Certified Treasury Professional Exam- The Association for Professionals
Timeline
Head of Cash Management
Citadel Credit Union
02.2018 - 10.2024
VP, Branch Manager
TD Bank
01.2004 - 02.2018
- Actively studying for the Certified Treasury Professional Exam- The Association for Professionals
Some College (No Degree) - Business Administration And Management
Delaware County Community College
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