LUIS RODRIGUEZ
Covina,CA
Summary
Results-oriented business solution advisor experienced in helping clients meet their financial goals. Ability to maximize client satisfaction and bank profits by utilizing communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
9
9
years of professional experience
Work History
Business Solution Advisor
Bank of America
La Canada , CA
11.2021 - Current
- Advise customers on bank products, services and financial planning options.
- Deepen relationships by providing excellent service to small business customers.
- Consult with small business customers to determine needs and means and propose personalized banking solutions.
- Refer to partners to promote bank services and products, resulting in sales increase.
- Outbound sale calls for promotional products and to offer better banking solutions.
- Work in a team environment to enhance customer experience.
Senior Business Financial Representative
Pacific Premier Bank
Fullerton, CA
06.2021 - 11.2021
- Monitored small business accounts to determine current product effectiveness.
- Contacted potential retail clients to inform of products and services offered.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
- Brought in new business and customers by utilizing promotional and networking strategies.
- Offered financial guidance to assist short-term and long-term planning.
- Resolved business customer problems and offered technical expertise to answer questions and concerns.
- Collaborated with team members to turn service inquiries into sales opportunities.
Relationship Manager & Lending Specialist
Bank of America
El Monte, CA
09.2019 - 06.2021
- Earned client loyalty through quality service, productivity, and leadership.
- Educated on digital resources to improve convenience in clients lives.
- Met or exceeded sales goals by educating on bank products and services in every interaction.
- Advised customers on bank products, services and financial planning options.
- Developed culture of rewarding successful performance.
- Proactive outgoing and incoming calls to establish client rapport.
- Refer to partners for lending, business, retirement/investing
- Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
Relationship Banker
Bank Of America
El Monte, CA
01.2019 - 09.2019
- Provided quality service to clients by utilizing skills such as communication and problem solving.
- Advised customers on bank products, services and financial planning options.
- Interacted with prospects by asking open-ended questions to better assist with understand products and services that fit their needs.
- Worked closely with my team to deepen relationships through referrals for lending or small business opportunities.
- Manage bank lobby by interacting with customers, assisting with any type of questions or concerns.
- Manage lunches and breaks accordingly.
Relationship Banker
Opus Bank
Covina, CA
11.2017 - 01.2019
- Trained in negotiations and time management.
- Led proactive sales calls with team members to increase sales and relationships.
- Monitored customer relationships to ensure client satisfaction.
- Advised customers on bank products, services and financial planning.
- Reduced bank losses by setting successful risk management policies.
Senior Teller
Bank of America
Pasadena, CA.
04.2015 - 07.2017
- Balanced daily cash deposits and bank vault inventory with a zero errors.
- Processed sales referrals and promoted bank services and products.
- Maintained confidentiality of bank records and client information.
- Trained employees on cash drawer operation. Delivered prompt, accurate and excellent customer service.
- Verified amounts and integrity of every check or funds transfer.
Education
Currently Working On Getting Bachelor Degree - Marketing
Pasadena City College
GED -
West Covina High school
2013
Skills
- Team player
- Strong work ethic
- Approachable
- Excellent communication skills
- Fluent in Spanish
- Sales oriented
- Marketing
- Problem solver
Languages
Fluent in English and Spanish
Timeline
Business Solution Advisor
Bank of America
11.2021 - Current
Senior Business Financial Representative
Pacific Premier Bank
06.2021 - 11.2021
Relationship Manager & Lending Specialist
Bank of America
09.2019 - 06.2021
Relationship Banker
Bank Of America
01.2019 - 09.2019
Relationship Banker
Opus Bank
11.2017 - 01.2019
Senior Teller
Bank of America
04.2015 - 07.2017
Currently Working On Getting Bachelor Degree - Marketing
Pasadena City College
GED -
West Covina High school