Rosania Rico
Parker,AZ
Summary
Results-driven customer relationship management professional specializing in client experience enhancement through strategic communication and analytical problem-solving. Skilled in fraud detection and risk assessment, ensuring asset protection while delivering personalized financial advice that boosts customer satisfaction.
Overview
14
14
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank, N.A.
Parker, AZ
09.2016 - Current
- Educated clients on banking products, aligning solutions with their financial goals.
- Conducted financial assessments, recommending tailored solutions for individual situations.
- Guided clients through loan applications and credit options, facilitating informed decisions.
- Analyzed customer financial documents to determine specific requirements for services.
- Built rapport with clients to enhance service quality and foster branch loyalty.
- Collaborated with team members to streamline customer service processes for enhanced satisfaction.
- Monitored fraudulent activity across channels, including online and mobile banking, to safeguard client assets.
- Identified and recorded instances of fraudulent activity to protect client assets. across various channels, including online and mobile banking.
Banking Customer Service Representative
Rabobank NA
Santa Maria, California
12.2014 - 04.2016
- Provided exceptional service to customers in person and over telephone, fostering positive relationships and customer loyalty.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Executed transactional and operational tasks, ensuring compliance with bank procedures and maximizing service accuracy.
- Assisted customers with account inquiries and transaction requests.
- Managed high volumes of currency transactions at the bank, ensuring accuracy and efficiency.
- Promoted bank products and services, increasing customer awareness and engagement.
- Informed customers about new products and services, facilitating informed decision-making.
- Identified and reported potential fraud cases to ensure security compliance.
Retail Sales Associate
Best Buy
Santa Maria, California
10.2012 - 12.2014
- Guided customers in product selection and tailored recommendations, enhancing their overall shopping experience.
- Assisted customers in locating products and addressing inquiries, enhancing their shopping experience.
- Processed customer transactions accurately using point-of-sale systems.
- Demonstrated product features and benefits, increasing customers' purchasing confidence.
- Managed merchandise returns and exchanges while following company policies.
- Trained new staff on sales techniques and store procedures, ensuring consistent service quality.
- Partnered with team members to optimize store presentation and improve product displays, contributing to a more engaging shopping environment.
Education
Associates in Professional Business Systems - Business Management
Laurus College
Santa Maria, CA05-2016
Skills
- Loan documentation and compliance
- Risk assessment and fraud detection
- Financial advising and literacy
- Customer relationship management
- Branch operations and Microsoft Office
- Analytical thinking and problem solving
- Time management and communication
- Team collaboration
- Client education
- Banking regulations
- Fraud prevention strategies
- Banking policies and procedures
Timeline
Associate Personal Banker
Wells Fargo Bank, N.A.
09.2016 - Current
Banking Customer Service Representative
Rabobank NA
12.2014 - 04.2016
Retail Sales Associate
Best Buy
10.2012 - 12.2014
Associates in Professional Business Systems - Business Management
Laurus College