Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Michael Rodrigues

San Diego,CA

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 14 years of Private Banking experience. Offering dynamic collaboration and decision making skills.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Relationship Manager

First Republic Bank
01.2018 - Current
  • Originated $70MM annually in Residential Mortgage Loans
  • Managed portfolio of 350+ Consumer & Business clients with deposit balances of $100MM
  • Cultivated lucrative relationships with both new and existing clients through effective communication and interpersonal skills.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Developed internal and external referral partners via marketing & sales events
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Participated in industry events and trade shows to promote products and services.

Eagle Lending Relationship Manager

First Republic Bank
09.2015 - 12.2017
  • Regional lead for Student Loan Refinance program, Personal & Business Lines of Credit
  • Built and maintained relationships with internal and external clients while providing high level of expertise.

Assistant Manager

First Republic Bank
01.2013 - 09.2015
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Trained new colleagues to ensure they meet operational standards to satisfy compliance reviews

Preferred Banker

First Republic Bank
09.2009 - 01.2013
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Education

Bachelor of Arts - Business Economics

University of California, Santa Barbara
Santa Barbara, CA
2002

Skills

  • Promotions and Marketing Strategies
  • Consultative Selling
  • Financial Advising
  • Business Relationship Cultivation
  • Credit Approval and Denial
  • Relationship Review Process

Affiliations

Board Member, Gompers Preparatory Academy

Certification

  • California Insurance License

Timeline

Relationship Manager

First Republic Bank
01.2018 - Current

Eagle Lending Relationship Manager

First Republic Bank
09.2015 - 12.2017

Assistant Manager

First Republic Bank
01.2013 - 09.2015

Preferred Banker

First Republic Bank
09.2009 - 01.2013

Bachelor of Arts - Business Economics

University of California, Santa Barbara

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Michael Rodrigues