Jose Rodriguez
Los Angeles,CA
Summary
Aspiring Relationship Banker with 3 years plus of experience in cultivating and managing client relationships. Proven track record of driving revenue growth through personalized financial solutions and exceptional customer service. Skilled in assessing client needs, recommending appropriate products, and delivering tailored financial advice. Proficient in cross-selling banking products and services to meet and exceed sales targets. Strong communicator with the ability to build rapport and trust with clients to foster long-term relationships. Committed to upholding compliance standards and ensuring client satisfaction.
Overview
11
11
years of professional experience
Work History
2021 – Present Associate Banker
JPMorgan Chase
Los Angeles, CA
03.2021 - Current
- Cash Handling: Mitigated transaction processing time and improved customer satisfaction scores by streamlining
banking operations through the implementation of efficient cash-handling procedures.
▪ Accounts Management: Improved operational efficiency by accurate and timely closure and updating of accounts for
customers, ensuring compliance with regulatory requirements and improving overall branch productivity.
▪ Fraud Prevention & Compliance: Decreased fraudulent incidents to 0 and enhanced customer trust and loyalty by
adhering to established security procedures, monitoring account activity, and identifying suspicious transactions.
▪ Process Improvement: Reduced loan processing time by applying process improvements and leveraging automation
tools for faster turnaround times for loan applications and improved customer experience.
Closing Deli Team Lead
Costco
Glendale, CA
10.2017 - 02.2021
- Customer Satisfaction Enhancement: Enriched customer satisfaction scores and positive feedback by delivering exceptional customer service, enhancing the company's reputation and fostering repeat business.
- Team Training & Development: Improved staff performance and morale by training and mentoring new team members, ensuring adherence to standard operating procedures, and maintaining a high level of service quality.
- Food Preparation & Quality Assurance: Maintained consistency and quality in every platter, serving an average of 200 platters per shift, ensuring customer satisfaction, and upholding brand standards.
Market Supervisor
Target
Culver City, CA
10.2013 - 06.2017
- Stocked shelves with merchandise and rotated products to ensure freshness.
- Completed price changes on store items quickly and accurately.
- Maintained knowledge of current promotions, ads, coupons in order to answer customer inquiries accurately.
Education
High School Diploma -
Animo Venice Charter High School
Venice, CA06-2013
Skills
- Customer Relationship Manager (CRM)
- Financial Analysis
- Sales and Cross-Selling
- Communication and Interpersonal Skills
- Problem-Solving
- Product Knowledge (banking products and services)
- Compliance and Regulatory Knowledge
- Networking and Relationship Building
- Attention to Detail
- Time Management and Organization and exceed sales targets Strong communicator with the ability to build rapport and trust with clients to foster long-term relationships Committed to upholding compliance standards and ensuring client satisfaction
Accomplishments
- Chase Culture Champion
Languages
Spanish
Native/ Bilingual
Timeline
2021 – Present Associate Banker
JPMorgan Chase
03.2021 - Current
Closing Deli Team Lead
Costco
10.2017 - 02.2021
Market Supervisor
Target
10.2013 - 06.2017
High School Diploma -
Animo Venice Charter High School