Wendy Olivia Rodriguez
Miami,FL
Summary
Detail-oriented professional with 6 years in Banking. Strong analytical aptitude of customer due diligence process and methodology to identify patterns and trends to communicate risks to management. Successful managing multiple competing priorities and deadlines.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
Citibank, APAC-EMEA Regions
10.2021 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Verified customer identity and reviewed documentation for accuracy.
Lead Teller
Citibank
01.2018 - 10.2021
- Received car loan, home loan, and other payments and posted to accounts.
- Answered inquiries regarding checking and savings accounts and other related products.
- Investigated and promptly resolved issues with patron accounts.
- Replenished ATM funds in empty canisters prior to validation process.
- Mentored newly hired team members on appropriate responses to patron questions.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
Education
Associate Of Arts And Sciences - Health Administration
Florida National University
Hialeah, FLSkills
- Opportunity Identification
- Financial product knowledge
- Cross-Selling and Upselling
- Banking
- Attention to Detail
- Banking Policies and Procedures
- Fraud prevention
- MS Excel
- Regulatory Compliance
Certification
- KYC Intermediate Training - Acams
Languages
Spanish
Native or Bilingual
Software
Salesforce
Timeline
Personal Banker
Citibank, APAC-EMEA Regions
10.2021 - Current
Lead Teller
Citibank
01.2018 - 10.2021
Associate Of Arts And Sciences - Health Administration
Florida National University
- KYC Intermediate Training - Acams
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