Michael Rosa
Summary
Versatile banker knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. I bring excellent communication skills combined with an open and upbeat nature.
Overview
1
1
Language
1
1
Certification
2
2
years of post-secondary education
8
8
years of professional experience
Work History
Universal Banker
TRUIST
Orlando, FL
2025.06 - Current
- Deliver a distinctive client experience by engaging customers with professionalism and courtesy while accurately processing a high volume of complex and standardized transactions (deposits, withdrawals, loan payments, wires, cashier's checks, etc).
- Educate clients on Truist digital and self-service solutions (online banking, mobile app, ATMs) to increase adoption, improve convenience, and enhance overall service satisfaction.
- Support the branch sales process through outbound calling, reviewing client offers, uncovering financial needs, and either fulfilling those needs or referring clients to the appropriate specialist in line with Integrated Relationship Management (IRM) principles
UPS Supervisor
UPS
Orlando, Florida
2018.07 - Current
- Championed safety and production standards, ensuring adherence to protocols while consistently meeting operational KPIs in fast-paced, high-volume environment.
- Trained new hires on safe work methods and production standards,enabling team members to meet performance targets and fostering aculture of safety and accountability.
- Optimized daily workflows and resource allocation to enhance efficiency, minimize bottlenecks, and support facility performance objectives.
- Provided real-time coaching and feedback to associates, improving skill development and morale while ensuring consistent execution under tight deadlines and fluctuating volumes.
- Maintained composure and clear communication during peak periods, resolving operational challenges and ensuring seamless shift performance.
Education
Associate of Science - Business
Valencia College
Orlando, FL 2019.05 - 2021.07
Cypress Creek High School
Orlando, FloridaSkills
- Customer Service
- Sales techniques
- Problem solving
- Account opening
- Attention to detail
- Deepening conversations
- Relationship building
- Financial planning
Languages
Spanish
Professional
Certification
- SWM Certified
- Notary
- Wire
Timeline
Universal Banker
TRUIST
2025.06 - Current
Associate of Science - Business
Valencia College
2019.05 - 2021.07
UPS Supervisor
UPS
2018.07 - Current
Cypress Creek High School