Raynier Rodriguez
Montgomery,AL
Summary
My goal is to continue to strive for bigger and better opportunities. I aim to learn my position in an efficient matter while providing exceptional customer experience. Flexible hard worker ready to learn and contribute to team success.
Overview
2
2
years of professional experience
Work History
Personal Banker
Wells Fargo
Montgomery, AL
02.2024 - Current
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Responded promptly to customer emails, phone calls and requests for information.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed financial documents provided by customers to determine their needs.
- Maintained accurate records of all transactions conducted throughout the day.
- Advised customers on various financial products available from the bank.
- Processed loan applications according to established guidelines.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
Teller/Loan Officer
Guardian Credit Union
Montgomery, AL
08.2023 - 01.2024
- Processes transactions, answers inquiries and resolves problems or discrepancies with member accounts
- Obtains and accurately records information required for the provision of services
- Conducts thorough examination to verify information, member identification and document legality and ensures confidential information is protected and secured
- Accurately records transactions and reconciles cash drawer
- Maintains limited occurrences and amounts of Over/Short per policy and returned checks.
- Maintains knowledge and thorough understanding of credit union processes, products and services to effectively assist members in the assigned capacity
- Provides coaching and assists with the training of other employees as needed
- Provides feedback to Branch Operations based on observations to identify and support continuous improvement.
- Proactively identifies and recommends products and services for the betterment of the member
- Uses every encounter as an opportunity to advise or educate the member about additional services or programs that might benefit them
- Maintains knowledge of product and service offerings
- Demonstrates customer service skills, attentiveness, tact and diplomacy in dealing with members and co-workers.
- Works actively toward individual, branch and credit union goals while ensuring quality service is provided
- Seeks opportunities for to improve efficiency and communicates to leadership.
- Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner
- Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
- Complies with operations and security procedures
- Maintains customer confidence and protects credit union operations by keeping information confidential.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Counseled clients on debt management and repayment plans.
- Analyzed financial data to determine the feasibility of granting loans.
- Negotiated terms and conditions of loan contracts.
- Assisted in the development of new products and services for loan customers.
- Conducted risk analysis to identify potential losses associated with certain loans.
Assisiant manager
CLub4fitness
01.2022 - 01.2023
- Maintained cleanliness and organization of front desk area.
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Welcomed customers with friendly greetings, answered general questions.
- Collected [Product or Service] payments from clients and updated account
- Delegated sales associates on cleaning task
- Handled customer complaints
- Performance Requirements of the GM include:
- Partner with General Manager to grow the Club business in regard to sales profit, and to motivate staff to achieve this same goal
- Ensure accurate and timely daily deposits
- Ensure and monitor compliance with all policies, procedures, and organizational standards
- Monitor inventory in the club, ensuring there are adequate supplies
- Monitor and oversee employee payroll and scheduling ensuring the club is adequately staffed at all times
- Responsible for keeping the facility clean and able to pass inspections
- Schedule and reassign staff personnel in order to meet Club needs in the absence of the General Manager
- Maintain strict confidentiality of proprietary and/or sensitive information
- Partner with GM and MOD to manage team members to ensure strong communication with the goal of developing effective working relationships and provide an inviting experience for members and prospective members.
- Responsible for complete knowledge, understanding, and strict adherence to company policies and procedures
- Other duties as assigned by the General or Regional Manager or Managing Partner.
AUtozone/part sales manager
- Overall supervision of sales associate
- Trained team members in successful strategies to meet operational and sales targets.
- Customer service
- Handle closing and opening procedures
- Handle any customer problems
- Ability to change wipers, batteries, and headlights
- Give professional advice on vehicle parts
- Bolstered sales and inventory management by effectively controlling daily parts program activities.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
Education
Business Administration
Troy University
Troy, AL08-2026
High School Diploma -
Bronx School For Law Government & Justice
The Bronx, NY06-2015
Skills
- Customer Skill
- Sales
- Leadership
- Team Building
- Banking
- Transaction Processing
- Member support
- Opportunity Identification
- Issues Resolution
- Banking Policies and Procedures
- Customer Service
- Account Management
- Relationship building and management
- Cross-Selling and Upselling
References
References available upon request.
Timeline
Personal Banker
Wells Fargo
02.2024 - Current
Teller/Loan Officer
Guardian Credit Union
08.2023 - 01.2024
Assisiant manager
CLub4fitness
01.2022 - 01.2023
AUtozone/part sales manager
Business Administration
Troy University
High School Diploma -
Bronx School For Law Government & Justice
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