Saadia Estrella Rodriguez
Bronx,USA
Summary
Dynamic Personal Banker at Citibank with expertise in financial advising and relationship management. Proven track record in identifying lending opportunities and enhancing client experiences. Skilled in data analysis and committed to delivering exceptional customer service, driving growth in small business accounts while effectively coaching team members to achieve operational excellence.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Banker
Citibank
New York, USA
03.2022 - Current
- Work with business credit requests less than $250K., recognize/refer large lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through centers of influence (COIs) and member get member (MGM) programs
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience/financial solutions
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product ofDeliver client service/outbound calls/inbound calls to acquire new relationships and deepen existing relationships though the cross-sell of relevant products and service while delivering remarkable client experience
- Understand and comply with Citibank policies, standards and procedures
Internship
Melrose Senior Center
Bronx, USA
11.2018 - 12.2018
- Engaged seniors in activities to support physical and social skills
- Decorated the senior center for events and assisted with fundraising
- Assisted the facilitator during workshops and performed data entry
- Facilitated recreational activities and assisted seniors with mobility and transportation
- Maintained records of daily activities and progress reports
- Manage and create senior schedules and activities
Head Teller
Citibank
New York, USA
12.2009 - 11.2016
- Executed financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Demonstrated initiative, empathy and proactively prevented and handled problems with clients while assisting tellers
- Provided leadership and guidance to peer tellers through assignment of work and technical guidance
- Managed the supply of cash for branch needs based on business demand, incoming/outgoing cash shipments/maintained vault cash, including buying and selling of cash with branch Tellers and ATMs
Supervisor (ADM)
Publisher's Circulation Fulfillment, Inc.
Elmsford, USA
02.2005 - 04.2008
- Trained over 100 staff in daily operations at a distribution center
- Retrieved emails, prints, reviewed paperwork and distributed as needed
- Communicated with subscribers reporting complaints or concerns and informed DSP's of customer complaints on their respective routes
- Prepared weekly route settlement to insure accurate compensation to DSP's for services rendered
Education
Bachelor of Science - Nursing Education
Lehman College
Bronx, NY03-2027
Associate of Applied Science - Nursing Practice
Hostos Community College/CUNY
Bronx, NY03-2020
Skills
- Microsoft Office proficiency
- Data analysis and reporting
- Research and navigation skills
- Patient care coordination
- Health education and compliance
- Customer service excellence
- Account management strategies
- Documentation and record-keeping
- Financial advising and planning
- Opportunity identification and development
- Fraud prevention techniques
- Positive interpersonal skills
- Relationship management expertise
- Product knowledge and training
- Sales strategy development
- Organizational effectiveness
- Loan processing and management
- Financial analysis and reporting
- Funds transfer operations
- Verbal and written communication skills
- Decision-making abilities
- Time management proficiency
- Critical thinking capabilities
Languages
English
Professional
Spanish
Professional
Italian
Elementary
Certification
- Phlebotomist
- Nurse Aid
References
References available upon request.
Timeline
Personal Banker
Citibank
03.2022 - Current
Internship
Melrose Senior Center
11.2018 - 12.2018
Head Teller
Citibank
12.2009 - 11.2016
Supervisor (ADM)
Publisher's Circulation Fulfillment, Inc.
02.2005 - 04.2008
Bachelor of Science - Nursing Education
Lehman College
Associate of Applied Science - Nursing Practice
Hostos Community College/CUNY
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