Oramil Rodriguez
Branch Manager
New York,NY
Summary
Accomplished Bank Manager with a proven track record in actively engaging Personal and Small Business (SB) customers to drive relationships, identify needs, and provide tailored financial solutions. With 17 years of expertise in Small Business financial consulting and retail banking, I excel in managing customer service issues, generating sales, and fostering partnerships across diverse banking sectors. Known for my exceptional time management and conflict resolution abilities, I am dedicated to delivering superior customer service and exceeding sales targets. Seeking to leverage my comprehensive knowledge of the local market and collaborative approach to drive growth and success in a dynamic banking environment.
Overview
18
18
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Assistant Store Manager
TD Bank
02.2022 - Current
- Assumed Branch Manager/ TD Bank- NEW YORK, NY 08/2023- 02/2024
- Develop Small Business product expertise to properly vet potential product fits for our customer base
- Review all reports, including pipelines, dashboards, etc., to ensure accurate and complete reporting, evaluating performance weekly.
- Determine the proper relationship manager (RMLM/SB Specialist/Store Manager) for all new-to-bank customers and assign appropriately.
- Manage portfolio of all loans in Front End Fulfillment process, including relationship checkups and the renewal process.
- Build and nurture Customer relationships by providing legendary Customer Service.
- Provide oversight of Store operations, supervision of personnel and performance of all operational duties.
- Lead by example and coach team members to focus on Customer experience, by having needs-based conversations and offering financial solutions to meet our Customers' needs.
- Partner with Store Leadership to achieve both Store and individual performance metrics.
- Utilize outlook calendar and salesforce to make Outbound Calls / SoCalls to generate and nurture business leads.
- Responsible for making sound decisions and timely problem resolution.
- Recruit interviews, train, orient, and evaluate employees in accordance with HR guidelines.
Financial Services Associate
TD Bank
10.2019 - 02.2022
- Traveled to over 15 branches in the UWM region as support staff.
- Offered financial advice and selling TD Bank products and services to new and existing Customers.
- Looked for every opportunity to deepen Customer relationships by asking probing questions and offering appropriate additional products and services.
- Responsible for having knowledge of and providing a wide variety of products and services, including loan and mortgage products.
- Contributed to the growth of the business by developing and deepening new and existing Customer relationships and responsible for meeting and exceeding specific, individual and team-based business goals.
- Responsible for the entire service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests.
- Conducted loan interviews, accepted loan applications, and conducted loan closings.
- Trained less experienced team members.
Financial Services Representative
TD Bank
10.2017 - 10.2019
- As an Insurance licensed employee, I provided Customers with additional products and services and acted as wealth referral champion for the Store.
- Obtained and maintained an active Life license in the state in which they reside
- Leader of Store and was the primary contact and resource for a multitude of products and services, with primary focus on basic investment needs of Customers. provided consistent, exemplary Customer Service by providing expert Advice concerning a wide range of investment products, banking products and services to new and existing Customers. showed exceptional relationship building skills as well as have an aptitude for identifying needs and presenting appropriate solutions for those needs.
Retail Store Supervisor
TD Bank
08.2015 - 10.2019
Assistant Manager
Citizens Bank
09.2011 - 09.2014
Teller Manager
Citizens Bank
09.2010 - 09.2011
Universal Banker
Citizens Bank
08.2006 - 09.2010
Education
High School Diploma -
Irondequoit High School
Rochester, NYCertification
New York State Public Notary(ACTIVE)
Timeline
Assistant Store Manager
TD Bank
02.2022 - Current
Financial Services Associate
TD Bank
10.2019 - 02.2022
Financial Services Representative
TD Bank
10.2017 - 10.2019
Retail Store Supervisor
TD Bank
08.2015 - 10.2019
Assistant Manager
Citizens Bank
09.2011 - 09.2014
Teller Manager
Citizens Bank
09.2010 - 09.2011
Universal Banker
Citizens Bank
08.2006 - 09.2010
High School Diploma -
Irondequoit High School
Similar Profiles
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Ashley WidermanAshley Widerman
Team Manager II at TD Auto Finance, TD Bank NATeam Manager II at TD Auto Finance, TD Bank NA
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Norman Trotter IVNorman Trotter IV
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)