Rafael Rodriguez
Springfield,MA
Summary
Results-driven banking professional with a strong track record in sales growth and portfolio management. Committed to maintaining high standards of client experience and compliance while effectively managing customer relationships. Skilled in conflict resolution and enhancing branch performance through strategic oversight.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Manager
Beacon Bank
Springfield, Massachusetts
02.2017 - Current
- Monitored client experience quality and efficiency in branch, adhering to Branch Consistency Standards
- Resolved customer complaints and implemented effective solutions.
- Verify proper documentation and compliance for all new accounts and account maintenance
- Communicate Bank policies, programs, and objectives
- Maintains awareness of Federal and State banking regulations and branch security programs
- Balanced bank ledgers monthly through daily report reconciliation
Education
High School Diploma -
Springfield High School of Science & Technology
Springfield, MA05-2014
Some College (No Degree) -
Holyoke Community College
Holyoke, MASkills
- Sales growth
- Sales reporting
- Financial Analysis
- Branch Portfolio Management
- Vendor relationship management
- Budget management
- Ledger balancing
- Performance reviewing
- Team motivation techniques
- Customer service and satisfaction
- Conflict resolution
Certification
- NMLS#2388771
Timeline
Assistant Manager
Beacon Bank
02.2017 - Current
High School Diploma -
Springfield High School of Science & Technology
Some College (No Degree) -
Holyoke Community College