Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Rodriguez

Silver Spring,Maryland

Summary

Dynamic banking professional with extensive experience at two of the largest banks in the nation. Excelling in cash handling and compliance with banking regulations. Proven ability to enhance customer satisfaction through effective communication and risk management. Bilingual in Spanish, adept at fostering positive relationships and promoting digital banking solutions to meet diverse client needs.

Overview

14
14
years of professional experience

Work History

Associate Banker

JPMorgan Chase
07.2022 - Current
  • Facilitated onboarding of new clients, enhancing customer experience and satisfaction.
  • Balanced teller drawers and ATM cash.
  • Investigated customer inquiries and resolved discrepancies in a helpful and timely manner.
  • Maintained friendly and professional customer interactions.
  • Monitored and verified suspicious activity on customer accounts.
  • Educated customers on bank products and services, enhancing their financial literacy and engagement.

Full Time Teller

Wells Fargo
04.2021 - 07.2022
  • Maintaining familiarity and application of changes in policy and procedures.
  • Process a wide range of transactions including deposits, withdrawals, certified check orders, and remittances.
  • Ensure the correct processing and yields of U.S government bonds of varying dates and maturity.
  • Count, verify and handle cash shipments to and from the branch and central vault.
  • Exchange different foreign currencies for customers and maintaining familiarity with the appearance and features of foreign banknotes.
  • Order cash needed for the branch to ensure enough liquidity to meet customer demand by analyzing trends in customer requests per week.
  • Ensure the secure opening and closing of the branch facility.
  • Advise new teller hires on how to conduct transactions in a manner that minimizes risk and loss.

Part Time Roving Teller

Wells Fargo
02.2020 - 04.2021
  • Processed common bank transactions such as deposits, withdrawals, and check cashing.
  • Promoted digital banking options for customers
  • Maintained a cash drawer and ensured that it is balanced at the end of each shift
  • Ensured the careful vetting of every transaction for accuracy and to avoid fraud and loss for the company.
  • Assisted Spanish-speaking customers with their needs at the teller window.

Front of House Host

Altamarea Group-Osteria Morini
01.2017 - 02.2020
  • Worked with customers to ensure that their initial experience coming to the restaurant was welcoming and hospitable.
  • Supervised server balance and monitored table turnover to accurately seat customers and keep customers happy.
  • Documented reservations and communicated changes to guests using Opentable and Sevenrooms.
  • Took reservations by phone and walk-in, keeping scheduling demands and kitchen output in mind to avoid overbooking.
  • Cultivated positive guest relations by managing information and orchestrating speedy seatings.

High School Intern

Multiple
09.2011 - 06.2014

Interned at multiple companies as part of a school work study program. These include the Franciscan Monastery in Washington, D.C, Baker Tilly Virchow Krause in Mclean, VA, the Montgomery County State's Attorney's Office in Rockville, MD and Presidio in Greenbelt, MD. Tasks completed in their respective jobs include:

  • Completed clerical tasks by sorting and storing materials such as documents, spreadsheets and reports.
  • Sorted and delivered mail to employees around the office in a timely manner.
  • Entered tracking numbers and shipping information to Excel spreadsheets.
  • Delivering time sensitive court documents to and from different departments of the judiciary.
  • Provided the assigned prosecutor's case files from storage for the day's court docket.

Education

Associate of Arts - General Studies

Montgomery College
Takoma Park, MD
05.2020

High School Diploma -

Don Bosco Cristo Rey High School
Takoma Park, MD
05.2015

Skills

  • Customer-focused
  • Written communication
  • Cash counting
  • Compliance, banking laws and regulations
  • Spanish speaking
  • Cash Handling
  • Deposit and Withdrawal Management
  • Familiarity with banknotes and other monetary instruments
  • Risk assessment and management

Timeline

Associate Banker

JPMorgan Chase
07.2022 - Current

Full Time Teller

Wells Fargo
04.2021 - 07.2022

Part Time Roving Teller

Wells Fargo
02.2020 - 04.2021

Front of House Host

Altamarea Group-Osteria Morini
01.2017 - 02.2020

High School Intern

Multiple
09.2011 - 06.2014

Associate of Arts - General Studies

Montgomery College

High School Diploma -

Don Bosco Cristo Rey High School