Patricia Rodriguez
Vallejo,CA
Summary
Dynamic representative with a proven track record at Oportun and Bank of America, excelling in customer service and relationship building. Skilled in problem resolution and transaction processing, I meet or exceed goals while ensuring policy compliance. Fluent in Spanish, I effectively engage diverse clients, enhancing their experience and fostering loyalty.
Overview
36
36
years of professional experience
Work History
Member Loyalty Representative
Oportun
Vallejo, CA
11.2018 - 02.2024
- Welcome customers with a warm greeting and provide quality customer service
- Process all transactions while following company policy and procedures, as well as protecting customers' information
- Work as a team to meet and exceed daily goals
- Assist in community outreach which includes passing out flyers and informing the community of the products and services
Sr Personal Banker
Bank of America
Albany, CA
10.1995 - 10.2015
- Created a connection and developed rapport with customers to provide personalized service.
- I listened carefully and connected with customers to understand their top financial priorities, and to uncover products and solutions that would benefit them.
- Meet and exceed sales goals by influencing customers to learn about products and services that would benefit them.
- Built, developed, and maintained partnerships with teammates and specialists to maximize effectiveness and serve customers.
- Assisted customers with inquiries and/or problem resolution in a professional and composed manner and escalated to the manager as appropriate.
- Informed and educated customers on how to conduct simple transactions through self-service technologies.
- Followed established policies, procedures, and guidelines to protect both the customer and the bank.
Assistant Manager
Jack in the Box
Oakland, CA
03.1988 - 09.1993
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Generated repeat business through exceptional customer service.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Conducted performance evaluations and provided constructive feedback to employees.
Education
High School Diploma -
Oakland High School
Oakland, CA06-1987
Skills
- Fluent in Spanish
- Customer service
- Client relationship building
- Complaint handling
- Problem resolution
- Policy compliance
- Goal achievement
- Transaction processing
- Collaborative Team Member
Languages
Spanish
Professional
References
References available upon request.
Timeline
Member Loyalty Representative
Oportun
11.2018 - 02.2024
Sr Personal Banker
Bank of America
10.1995 - 10.2015
Assistant Manager
Jack in the Box
03.1988 - 09.1993
High School Diploma -
Oakland High School
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