Rodolfo Penaloza Dominguez
Whittier,CA
Summary
Dynamic professional with a proven track record in financial services and customer support, notably at California Credit Union. Skilled in leveraging excellent customer service and effective communication to drive sales growth and build strong relationships. Expert in cash management and adept at conflict resolution, consistently exceeding sales targets and enhancing customer satisfaction.
Overview
9
9
years of professional experience
Work History
Financial Services Representative
California Credit Union
Santa Ana, CA
01.2022 - Current
- Met with customers to analyze financial needs and maximize sales opportunities.
- Provided customer service to clients, including answering questions and resolving issues.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Analyzed financial documents provided by customers to determine their needs.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Teller
Banc of California
Paramount, CA
01.2017 - 12.2021
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Explained account information to customers in detail as needed.
- Balanced cash drawers on a daily basis.
Call Center Representative
Gelsons
Santa Fe Springs
12.2015 - 01.2017
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Participated in daily huddles with team members in order to discuss common goals and objectives.
- Stayed current on relevant product and service offerings as well as competitor pricing models.
- Assisted customers with price checks, lifting heavy items and addressing other inquiries.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
Education
Bachelor of Arts - Sociology
California State University, Los Angeles
Los Angeles, CA12-2024
Associate of Arts - Sociology
Fullerton College
Fullerton, CA05-2021
Skills
- Excellent customer service skills
- Effective communication skills
- Sales growth
- Relationship building
- Cash handling and management
- Conflict resolution techniques
Timeline
Financial Services Representative
California Credit Union
01.2022 - Current
Teller
Banc of California
01.2017 - 12.2021
Call Center Representative
Gelsons
12.2015 - 01.2017
Bachelor of Arts - Sociology
California State University, Los Angeles
Associate of Arts - Sociology
Fullerton College
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