Proficiency in Microsoft Office, Excel and salesforce
Keren Rodriguez
Senior Relationship Banker
Pittsburg,CA
Summary
As a Senior Relationship Banker, I have in-depth knowledge in sales, account and risk management, customer success, consumer and business financing opportunities, loan originations and coaching. I have focused to advance my proficiency in high paced work environments leading with knowledge in multiple fields of banking.
Overview
8
8
years of professional experience
9
9
years of post-secondary education
2
2
Languages
Work History
Sr. Retail Relationship Banker
BMO BANK N.A/Bank Of The West
08.2021 - Current
- Met with existing clients and prospects to understand their business needs and identify opportunities for cross-selling banking products.
- Facilitated community involvement through BAW initiatives and volunteering efforts with non-profits, COIs, and business owners.
- Provided expert guidance on cash management solutions, merchant services, business and consumer lending, and other banking products/services.
- Implemented effective sales strategies to achieve and consistently exceed branch targets.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Developed strong partnerships with real estate agents, generating a steady pipeline of referrals and new business opportunities.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
Sr. Relationship Banker
Truist Bank/BB&T
05.2019 - 8 2021
- Drove efforts to meet and exceed client service, individual, and branch sales objectives by effectively presenting and selling products and services, with a focus on relationship development, expansion, and retention.
- Conducted informative presentations at community gatherings to promote the bank's offerings and build positive relationships within the local community.
- Led sales efforts within the branch, serving as a knowledgeable resource for team members.
- Identified client needs and recommended appropriate banking products to maximize cross-selling opportunities.
- Managed a portfolio of high-value clients, ensuring their satisfaction and continued loyalty.
- Trained new hires on customer service policies and procedures to maintain a consistent standard of service excellence.
Customer Solution Specialist
Capital One Bank N.A
04.2018 - 05.2019
- Provided account services to clients, offering a full range of the bank's retail services.
- Supported the full servicing of checking, money market, business, trust, IRA, and CD products.
- Answered inquiry calls for branch support, demonstrating profound knowledge of policies and procedures.
- Assisted with Commercial Lending, account maintenance, merchant referrals, and credit inquiries.
- Processed maintenance requests received by phone, including check re-orders, cashier's checks, basic loan maintenance, wire transfers, loan payments, change of addresses, account closures, online and digital banking assistance, and Line Of Credit advances.
Personal Banker
Wells Fargo Bank, N.A.
01.2017 - 04.2018
- Build relationships with customers by asking questions to understand their financial needs, life events, and goals.
- Shared how Wells Fargo can help meet those needs through proactive outreach and appointments.
- Provided leadership, training, and support to less experienced new account representatives and other branch staff members.
- Collaborated with management to strategize sales techniques aimed at increasing branch production and enhancing customer service.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss their business needs.
Education
Some College (No Degree) - Psychology
The Community College of Baltimore County
Catonsville, MD 08.2015 - Current
High School Diploma -
Dundalk High School
Baltimore, MD 08.2011 - 2015.05
Skills
Coaching and Mentoring
Business development expertise
Relationship building and management
Financial statement and tax return proficiency
Strategic Planning
Certifications
- Notary Public
Timeline
Sr. Retail Relationship Banker
BMO BANK N.A/Bank Of The West
08.2021 - Current
Sr. Relationship Banker
Truist Bank/BB&T
05.2019 - 8 2021
Customer Solution Specialist
Capital One Bank N.A
04.2018 - 05.2019
Personal Banker
Wells Fargo Bank, N.A.
01.2017 - 04.2018
Some College (No Degree) - Psychology
The Community College of Baltimore County
08.2015 - Current
High School Diploma -
Dundalk High School
08.2011 - 2015.05
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