Rafael Gutierrez
Relationship Banker
Miami,FL
Summary
Driven and results-oriented Relationship Banker with a proven track record of delivering exceptional client service, fostering strong financial relationships, and achieving business growth. Seeking opportunities in the banking sector to leverage expertise in personalized financial solutions, account management, and customer retention to drive organizational success.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Relationship Banker
Bank of America
Miami, Florida
09.2023 - Current
- Provided tailored financial solutions to clients, enhancing their banking experience and achieving their financial goals.
- Cultivated and maintained strong client relationships, driving customer satisfaction and loyalty.
- Consistently met and exceeded sales targets through proactive cross-selling of banking products and services.
- Conducted in-depth financial consultations to identify client needs and recommend appropriate solutions.
- Ensured compliance with banking regulations and policies while maintaining high standards of professionalism and accuracy.
- Collaborated with internal teams to streamline processes and improve overall client satisfaction.
Retail Associate - Key Holder
T-Mobile
11.2022 - 08.2023
- Enhanced customer satisfaction by providing personalized assistance and product recommendations.
- Provided excellent customer service, addressing inquiries and resolving issues swiftly.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Handled cash transactions accurately, maintaining balanced registers and reducing discrepancies during shift changes.
Patient Liaison
Medrite
03.2021 - 11.2022
- Enhanced patient satisfaction by addressing concerns and providing timely resolutions in a professional manner.
- Assisted in the development of policies and procedures related to patient care and communication, helping to standardize practices across the organization.
- Promoted patient advocacy by identifying barriers to care access and recommending appropriate resources or interventions.
- Served as a primary point of contact for patients, addressing inquiries about medical services, insurance coverage, and appointment scheduling efficiently.
Medical Records Custodian
Cano Health
02.2020 - 03.2021
- Minimized risks associated with lost or damaged files by creating secure backup copies of essential medical records.
- Kept abreast of industry trends and changes in regulations affecting medical record keeping, adapting procedures as needed to maintain compliance standards.
- Supported efforts to improve overall patient satisfaction by providing accurate, up-to-date health information when required for continuity of care.
- Collaborated with healthcare providers to ensure accurate documentation of diagnoses and treatments in patients'' records.
Education
Associate in Arts - Economics
MDC
Florida 05.2027 - Current
High School - Computer Networking
MSH
Associate of Arts - Computer Systems
MDC
05.2001 -
Skills
Relationship building and management
Banking
Money handling
Business development
Cross-selling products
Customer Service-oriented
Timeline
Associate in Arts - Economics
MDC
05.2027 - Current
Relationship Banker
Bank of America
09.2023 - Current
Retail Associate - Key Holder
T-Mobile
11.2022 - 08.2023
Patient Liaison
Medrite
03.2021 - 11.2022
Medical Records Custodian
Cano Health
02.2020 - 03.2021
Associate of Arts - Computer Systems
MDC
05.2001 -
High School - Computer Networking
MSH
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