Nicolas Rodriguez
North Miami Beach,FL
Summary
Results-driven banking professional with over 10 years of customer service, client relationship, and account management experience. Currently serving as an Associate Banker with Chase, delivering exceptional client experiences, opening new accounts, providing account servicing, educating clients on digital banking solutions, and identifying opportunities to deepen relationships through financial products and referrals. Recognized for building trust, resolving complex customer concerns, and consistently creating positive client experiences.
Overview
12
12
years of professional experience
Work History
Associate Banker
Chase
North Miami Beach, FL
04.2024 - Current
- Deliver personalized banking experiences by greeting clients, assessing financial needs, and providing tailored solutions.
- Open and service consumer deposit accounts while ensuring compliance with banking regulations and operational procedures.
- Build strong client relationships through active listening, trust-building, and needs-based conversations.
- Educate clients on digital banking tools including Chase Mobile, Online Banking, and self-service technologies.
- Manage branch lobby traffic, client appointments, and service requests to improve efficiency and customer satisfaction.
- Identify referral opportunities for lending, investments, business banking, and other financial products.
- Resolve client concerns promptly while maintaining a high level of professionalism and confidentiality.
Server / Trainer
Duffy's Sports Grill
North Miami Beach, FL
11.2021 - 04.2024
- Delivered exceptional customer service in a high-volume environment while building strong guest relationships.
- Trained and coached new team members on service standards, sales techniques, and operational procedures.
- Increased customer engagement through loyalty program enrollment and product recommendations.
- Demonstrated strong communication, conflict resolution, and multitasking skills.
Senior Customer Service Representative / Supervisor Assistant
HealthPlan Services
Tampa, FL
11.2018 - 10.2021
- Managed escalated customer concerns, coached team members, maintained accurate records, and ensured prompt resolution of complex client issues.
Data Entry Clerk
Plantronics Inc.
San Diego, CA
08.2016 - 10.2018
- Maintained customer account databases, processed documentation, and ensured accuracy and compliance with company procedures.
Customer Service Representative
Select Health
Charleston, SC
03.2014 - 08.2016
- Provided customer support, conducted outreach calls, resolved service concerns, maintained member records, and coordinated appointments.
Education
High School Diploma - undefined
Goose Creek High School
01.2013
Skills
- Relationship Management
- Client Acquisition
- Account Opening
- Consumer Banking
- Financial Solutions
- Cross-Selling & Referrals
- Customer Retention
- Cash Handling
- Regulatory Compliance
- Branch Operations
- Problem Resolution
- Microsoft Office
Bilingual (English/Spanish)
Timeline
Associate Banker
Chase
04.2024 - Current
Server / Trainer
Duffy's Sports Grill
11.2021 - 04.2024
Senior Customer Service Representative / Supervisor Assistant
HealthPlan Services
11.2018 - 10.2021
Data Entry Clerk
Plantronics Inc.
08.2016 - 10.2018
Customer Service Representative
Select Health
03.2014 - 08.2016
High School Diploma - undefined
Goose Creek High School