Jonathan Rodriguez

• Built strong client relationships through personalized financial guidance and tailored banking solutions.
• Partnered with specialists across lending, investments, and small business to provide comprehensive service.
• Consistently met and exceeded performance goals in customer satisfaction, account growth, and product referrals.
• Assisted clients with credit, deposit, and digital banking solutions to strengthen long-term financial wellness.
• Actively participated in financial center huddles and coaching sessions to drive team success.
• Managed approximately 30 incoming/outbound calls, emails and faxes per day from my clients.

• Managed daily operation of following primary processes.

• Participated in branch meetings and one-on-one coaching

sessions.

• Promoted effective work practices, working as team member

and showing respect for co-workers.

• Supervised and maintained productivity of employees.

• Met deadlines, achieved goals and worked under pressure in

dynamic and complex environment.

• Identified and submitted quality referrals to branch teammates

and key partners.

• Provided clients with clear information and specific details on

retirement and benefit plans.

• Responsible for meeting with customers and designing a reliable and robust home theater experience.
• Maintained friendly and professional customer interactions.

• Described use and operation of merchandise to customers.
• Received and processed cash and credit payments for in-store purchases.
• Shared product knowledge with customers while making personal recommendations.
• Consistently hit and exceeded sales goals.
  

• Demonstrated that customers come first by serving them with a sense of urgency.
• Worked as a team member to provide the highest level of service to customers.
• Organized banquet events such as birthday parties, weddings, and retirements.
• Greeted customers in a timely fashion while quickly determining their needs.
• Engaged with customers in a sincere and friendly manner.