Rosanna Rodriguez

• Led branch to top performance regionally through effective strategy, leadership, and community outreach
• Built strong referral pipelines through partnership development and community presence. Served as President of the Stoneham Rotary Club (2023–2024) and Board Member of the Stoneham Chamber of Commerce. Acted as branch liaison with corporate leadership to align on strategic business goals. Cultivated a customer-centric team culture and enhanced service delivery standards
• Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
• Drafted proposals for prospects in response to their requests for information.
• Represented the company at industry conferences, networking events, and trade shows to build brand awareness.

• Directed daily branch operations, hiring, and training to maintain performance and compliance
• Developed business relationships and implemented outreach strategies to grow client base
• Managed client portfolios and promoted tailored financial solutions
• Served as District Engagement Ambassador and newsletter co-editor

• Promoted after consistently exceeding sales targets
• Delivered personalized solutions for small business clients through needs-based selling
• Conducted outreach and marketing activities in the community

• Advised clients on insurance products and coverage options
• Trained and mentored new agents on best practices and compliance

• Managed 250+ client accounts, offering tailored financial solutions and support

• Implemented in-branch business banking programs and led peer training

• Managed sales team, inventory, and customer service operations
• Supervised daily operations of the retail store, including staff scheduling, inventory management and customer service.
• Analyzed performance to optimize sales strategies and profitability