Mary Rodriguez
Levittown,NY
Summary
To use my knowledge and experience to help the Company reach their goals and needs. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Personable New Accounts Representative with 25 years' experience in banking industry. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Personal Banker
Valley National Bank
06.2023 - Current
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
- Improved client retention rates by maintaining open lines of communication and addressing concerns promptly.
- Participated in community outreach events to promote the bank''s brand and foster local business partnerships.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Followed up with customers to gather feedback and provide additional assistance.
- Cross-sold bank products and services to meet customer needs and provide options.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Cross-sold credit cards, loans and other bank products.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
ASSISTANT STORE MANAGER
TD Bank
02.2006 - 06.2023
- Provides exceptional Customer service
- Demonstrated competency and accountability with Store operational standards
- Provides leadership, conflict resolution, process improvement and communication to the Teller line
- Coaches team members on identifying sales opportunities and referring Customers to appropriate Store Employees or internal Business Partners to achieve both store and individual sales revenue goals
- Manage Teller Paid Time Off (PTO) within the PTO staffing model
- Recruit, interview, train, orient, create conference notes and evaluate Tellers in accordance with HR guidelines
- Support, mentor and coach team members in their professional development
- Develop and manage team members by recruiting, training and recognizing them
- Create and foster a cohesive team and promote a positive work environment
- Opening of accounts and Loan applications
- Trouble shooting of customers issues
- Work closely with Management team.
Education
Staten Island Community College
Staten Island, NYAcademic Diploma -
New Utrecht High School
Brooklyn, NYSkills
- Mortgage Knowledge
- Loan Origination
- Banking
- Sales Growth
- Upselling
- Decision-Making
- Attention to Detail
- Cash Handling
- Relationship Building
Certification
- CCL Trained
- Women in Leadership Member
Timeline
Senior Personal Banker
Valley National Bank
06.2023 - Current
ASSISTANT STORE MANAGER
TD Bank
02.2006 - 06.2023
Staten Island Community College
Academic Diploma -
New Utrecht High School