MARYAM RODRIGUEZ
Westlake
Summary
Accomplished professional with expertise in financial analysis and team leadership, honed at Huntington Private Bank. Excelled in optimizing client portfolios and driving revenue growth. Proven track record in enhancing operational efficiency and delivering innovative wealth strategies. Recognized for exceeding targets and fostering client satisfaction through strategic initiatives and proactive management.
Overview
7
7
years of professional experience
Work History
Wealth Service Specialist
Huntington Private Bank
Westlake
03.2024 - Current
- Analyzed client financial portfolios to identify optimization and growth opportunities.
- Delivered customized recommendations to enhance wealth management strategies.
- Focused on client satisfaction and retention through proactive account management, improving portfolio performance.
- Developed innovative financial strategies addressing complex client needs using advanced market insights.
Branch Banker Senior
PNC Bank
Columbus
03.2023 - 03.2024
- Drove substantial revenue growth at PNC Bank through strategic initiatives and innovative financial solutions.
- Optimized banking operations, leading to increased efficiency and enhanced customer satisfaction scores.
- Consistently exceeded targets in loan origination and deposit growth metrics.
Operations Manager
Coach
Aurora
03.2022 - 03.2023
- Developed long-term strategic plans that aligned with company goals for sustainable growth.
- Anticipated market trends to drive proactive operational adjustments.
- Established rigorous quality control measures, ensuring consistent service delivery.
- Conducted performance analyses to identify improvement areas and implement targeted solutions.
Bank Teller
First Federal Lakewood
Lakewood
01.2019 - 02.2020
- Executed precise cash handling procedures, minimizing errors and enhancing accuracy.
- Verified customer identities rigorously to prevent fraud effectively.
- Adhered to banking regulations, ensuring full compliance with legal standards.
- Upsold banking products, exceeding quarterly sales targets significantly.
Education
Bachelor's Degree - History
Kent State University At Kent
Kent, OHBusiness Management Certificate -
WestShore Program
Lakewood, OhioSkills
- Financial analysis
- Operational efficiency
- Team leadership
- Administration and management
- Wealth strategy development
- Portfolio management
Affiliations
- Cleveland Browns- Huntington Bank Rally
- Pelotonia- Cancer Donation Event
- Cleveland Food Bank- Packaging goods
Timeline
Wealth Service Specialist
Huntington Private Bank
03.2024 - Current
Branch Banker Senior
PNC Bank
03.2023 - 03.2024
Operations Manager
Coach
03.2022 - 03.2023
Bank Teller
First Federal Lakewood
01.2019 - 02.2020
Bachelor's Degree - History
Kent State University At Kent
Business Management Certificate -
WestShore Program
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