Ricardo M. Rodriguez
San Diego,California
Summary
I am an attentive and goal-focused person, and I dedicate myself to being a lifelong learner. I am enthusiastic, hard-working with an expertise in cultivating genuine client relationships and implementing better processes and procedures. I have a proven record of exceeding performance goals while managing multiple tasks and projects.
Overview
9
9
years of professional experience
Work History
Client Relationship Consultant (Assistant Manager)
U.S. Bank
10.2022 - Current
- Assisted customers in opening deposit accounts, exceeding monthly targets for eleven consecutive months.
- Secured over 400,000 in loans and home equity products by surpassing consumer lending goals.
- Conducted financial analyses to meet clients' wealth-building and trust management needs.
- Collaborated with business owners to foster relationships and identify lending opportunities.
- Achieved the highest customer satisfaction scores in the district for Q3, reflecting strong service quality.
Insurance Broker
Advocate Health llc
02.2020 - 11.2022
- Conducted comprehensive needs analyses to align clients with appropriate Medicare plans.
- Cold-called hundreds of clients, securing appointments for Medicare education.
- Engaged over 300 clients through the development and distribution of monthly newsletters.
- Coordinated marketing events at local establishments to promote Medicare offerings.
Lab Intern
Forest Rohwer Microbiology Lab
01.2017 - 08.2017
- Conducted data analysis of water samples from NOAA, reporting findings to lab director.
- Synthesized and presented results of data analysis project to laboratory director and faculty members.
- Collaborated with laboratory partners to enhance understanding of research and clarify complex literature.
Education
Bachelor of Science - Developmental Psychology
University of California
San Diego, California06.2023
Skills
- Excel
- Customer service
- Consumer lending
- Compliance
- Consumer lending
- Team collaboration
- Account management
- Sales strategy
- Banking regulations
- Debt restructuring
- Cross-selling products
- Product knowledge
Additional Information - Certifications Licenses
- NMLS: 2424911
- Life & Health Insurance License
- UHC Medicare Certification
Timeline
Client Relationship Consultant (Assistant Manager)
U.S. Bank
10.2022 - Current
Insurance Broker
Advocate Health llc
02.2020 - 11.2022
Lab Intern
Forest Rohwer Microbiology Lab
01.2017 - 08.2017
Bachelor of Science - Developmental Psychology
University of California