Rojelio Rodriguez
Summary
Dynamic banking professional with extensive experience at , excelling in relationship management and financial advising. Proven track record in cross-selling financial products and enhancing client satisfaction. Bilingual in Spanish, skilled in loan applications and fostering strong client relationships to drive business growth.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Bank of America
Oxnard
10.2021 - Current
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Facilitated account openings and guided clients through credit card application processes
- Mitigated supervisor-based overrides.
- Coordinated with branch partners for referral submission
- Assisted clients with account servicing, maintenance, and inquiries.
- Executed cash-related tasks efficiently during peak periods.
Personal Banker
Wells Fargo
Fillmore, CA 93015
07.2016 - 05.2021
- Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as necessary.
- Provided operational support for high-volume financial institution.
- Accessed computerized financial information to answer questions related to specific accounts.
- Created member account profiles on Wells Fargo online banking program.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Organized and removed online banking files no longer in use.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Established rapport with new clients to increase satisfaction and loyalty.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Teller
Wells Fargo
Ventura , CA
01.2016 - 07.2016
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
Customer Service Associate
Lowes
Ventura , CA
04.2013 - 12.2015
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- Informed customers about special promotions and provided detailed information for various products.
- Demonstrated items to customers and created customer awareness, interest and sales.
- Improved customer satisfaction ratings by addressing issues and fostering timely resolution.
Education
High School Diploma -
Rio Mesa high school
Oxnard06.2009
Skills
- Financial Product Knowledge
- Relationship building and management
- Loan application expertise
- Financial Advising
- Spanish speaking
- Client relationship management
references
Perry Clune - Bank Of America
(949) 591-7026
Alejandro Rodriguez - Bank Of America
(805) 276-4779
Heriberto Rojo - Wells Fargo
(805) 766-1097
Timeline
Relationship Banker
Bank of America
10.2021 - Current
Personal Banker
Wells Fargo
07.2016 - 05.2021
Teller
Wells Fargo
01.2016 - 07.2016
Customer Service Associate
Lowes
04.2013 - 12.2015
High School Diploma -
Rio Mesa high school