Jessica V Rodriguez
Richmond Hill,NY
Summary
Dynamic banking professional with a proven track record at Citibank, excelling in customer service and sales. Leveraged effective communication and teamwork to exceed performance metrics, enhancing client satisfaction and driving revenue growth. Proficient in Salesforce and adept at fostering long-lasting client relationships through tailored financial solutions.
Overview
6
6
years of professional experience
Work History
Personal Banker
Citibank
01.2023 - Current
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
- Enhanced digital banking adoption among clients with targeted education initiatives.
Universal Banker
Citibank
02.2021 - 01.2023
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Teller
Citibank
06.2019 - 01.2021
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Education
High School Diploma -
COLEGIO PARTICULAR BILINGÜE MATILDE AMADOR SANTISTEVAN
GUAYAQUIL, ECUADOR01-2002
Skills
- Excellent customer service
- Effective Communications
- SalesForce, Avoka, Teleview
- Word, Excel, PowerPoint
- Windows 10 & Mac OS
- Professional appearance
- Teamwork and collaboration
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Citibank
01.2023 - Current
Universal Banker
Citibank
02.2021 - 01.2023
Teller
Citibank
06.2019 - 01.2021
High School Diploma -
COLEGIO PARTICULAR BILINGÜE MATILDE AMADOR SANTISTEVAN