Summary
Overview
Work History
Education
Skills
Timeline
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Rohith Roy

Waunakee,WI

Summary

Banking professional with a proven track record at One Community Bank, excelling in client relationships and treasury management practices. Recognized for enhancing client satisfaction through effective communication and attention to detail. Successfully analyzed financial statements, driving informed decision-making and improving risk management processes. Committed to fostering collaboration and delivering tailored banking solutions for clients.

Overview

7
7
years of professional experience

Work History

Relationship Banking Officer/Treasury Management Specialist

One Community Bank
11.2024 - Current
  • Actively worked to build branch visibility at the Middleton location by attending chamber events, fund raisers and local business visits.
  • Managed cash flow effectively with prudent treasury management practices, ensuring sufficient liquidity for ongoing business needs.
  • Conducted regular audits of risk management practices for process improvement.
  • Analyzed financial statements to identify trends and variances, enhancing decision-making processes for my consumer loans.

Senior Relationship Banker

Johnson Financial Group
08.2019 - 10.2024
  • Cultivated customer relationships through personalized service and tailored banking solutions.
  • Collaborated with business partners to better support clients as well as bring out a wholistic banking experience for the clients.
  • Led the team by piloting new software as well as coaching staff on new policies and procedures while being a subject matter expert.
  • Managed and improved upon a portfolio of high-value clients, that were self-sourced ensuring their satisfaction and retention.

Customer Service Representative

Green Cabs of Madison
01.2019 - 08.2019
  • Assisted customers with inquiries and product information, enhancing overall customer satisfaction.


Education

Bachelor of Science - Architecture

University of North Carolina At Charlotte
Charlotte, NC
03-2018

Skills

  • Attention to detail
  • Communication
  • Time Management
  • Collaboration

Timeline

Relationship Banking Officer/Treasury Management Specialist

One Community Bank
11.2024 - Current

Senior Relationship Banker

Johnson Financial Group
08.2019 - 10.2024

Customer Service Representative

Green Cabs of Madison
01.2019 - 08.2019

Bachelor of Science - Architecture

University of North Carolina At Charlotte

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