Rosanna Perez
Keller
Summary
Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes, and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
Overview
3
3
years of post-secondary education
22
22
years of professional experience
Work History
Senior Banker
Bank of America
Fort Worth
06.2006 - Current
- Managed client relationships to ensure satisfaction and loyalty.
- Analyzed financial data to provide tailored banking solutions.
- Facilitated loan processing by coordinating documentation and approvals.
- Relationship management
- Compliance knowledge
- Sales strategies
Relationship Manager lending specialist
Bank of America
Keller
07.2023 - 09.2024
- Cultivated strong client relationships through regular communication and personalized support.
- Analyzed client needs to provide tailored financial solutions and services.
- Facilitated training sessions for junior staff on customer service best practices.
Relationship Manager business owner specialist
Bank of America
Fort Worth
05.2019 - 07.2023
- Managed client relationships to ensure satisfaction and retention.
- Collaborated with financial advisors to deliver tailored banking solutions.
- Facilitated account openings and closings for individual clients.
Relationship Manager
Bank of America
New York
07.2014 - 05.2019
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed client needs to recommend appropriate banking solutions and services.
- Collaborated with internal teams to streamline processes and improve service delivery.
Relationship Banker
Bank of America
New York
04.2011 - 06.2013
- Developed strong client relationships through personalized banking services.
- Assisted customers with account inquiries and transaction processing.
- Educated clients on financial products and services offered by the bank.
Sales and Service Specialist
Bank of America
Miami
11.2009 - 06.2011
- Assisted customers with account inquiries and service requests.
- Educated clients on banking products and services.
- Conducted transactions accurately and efficiently at the service desk.
Senior Teller
Bank of America
Miami
08.2007 - 07.2009
- Processed customer transactions efficiently and accurately.
- Provided excellent customer service and resolved inquiries promptly.
- Managed cash drawer and balanced daily transactions.
Teller
Bank of America
Miami
06.2006 - 07.2007
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and banking services.
- Maintained cash drawer and balanced daily transactions.
Legal department assistant
Citibank
Santo Domingo Pueblo
05.2004 - 05.2006
- Managed administrative tasks to support daily operations and team efficiency.
- Coordinated meetings and maintained schedules for department leadership.
- Assisted in preparing reports and presentations for departmental initiatives.
Education
Associate of Science - Criminal Justice
Miami Dade College
Miami, FL 05.2006 - 06.2009
Colegio Don Bosco
Santo Domingo, RDSkills
- Financial analysis
- Risk assessment
- Loan processing
- Banking regulations
Timeline
Relationship Manager lending specialist
Bank of America
07.2023 - 09.2024
Relationship Manager business owner specialist
Bank of America
05.2019 - 07.2023
Relationship Manager
Bank of America
07.2014 - 05.2019
Relationship Banker
Bank of America
04.2011 - 06.2013
Sales and Service Specialist
Bank of America
11.2009 - 06.2011
Senior Teller
Bank of America
08.2007 - 07.2009
Senior Banker
Bank of America
06.2006 - Current
Teller
Bank of America
06.2006 - 07.2007
Associate of Science - Criminal Justice
Miami Dade College
05.2006 - 06.2009
Legal department assistant
Citibank
05.2004 - 05.2006
Colegio Don Bosco