Randy Rosario
New York,NY
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
Chase Bank
New York, NY
04.2023 - Current
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Processed maintenance, operations and correspondence for new and existing accounts.
Relationship Banker
Bank of America
New York, NY
08.2021 - 04.2023
- Digital ambassador. Assist with engaging clients in the lobby and creating self service solutions
- Establishing relationships and creating a follow up process to ensure the best client experience
- Reached top 15% in the franchise by deepening with life plan
- Respond to customer inquiries daily by providing information on bank accounts, policies, products, and services by making recommendations based on client’s current relationship to ensure customer satisfaction
Education
Internship - Banking And Financial Support Services
Year Up
New York, NY06-2021
BBA - Business Administration
Lehman College of The City University of New York
The Bronx, NY05-2020
Skills
- Financial Advice
- Banking Product Sales
- Promoting Products
- Account Monitoring
- Relationship Building And Management
- Customer Service
Certification
- Securities Industry Essentials (SIE)
- Series 6
- Series 66
- Life and Health Insurance License
Languages
Spanish
Limited
Timeline
Licensed Relationship Banker
Chase Bank
04.2023 - Current
Relationship Banker
Bank of America
08.2021 - 04.2023
Internship - Banking And Financial Support Services
Year Up
BBA - Business Administration
Lehman College of The City University of New York