Selina Rodriguez
Overview
9
9
years of professional experience
Work History
Treasury Management Sales Specialist
Fremont Bank
10.2023 - Current
- Provided leadership and support to six branch locations across two regions.
- Collaborate with branch managers and business partners to acquire new business clients, deepen existing relationships, and structure accounts that improve client retention and grow deposits.
- Conduct a detailed analysis of clients’ receivables and payables cycles to identify improvement gaps and recommend tailored cash management and digital solutions that enhance operational efficiency.
- Oversaw clients ACH, wire, remote deposits, reconciliation and treasury product activity, ensuring operational accuracy, regulatory compliance, and a high-quality client experience.
- Analyzed business financial statements, cash flow, and credit risk to structure lending solutions aligned with client goals and bank risk standards.
- Merchant Service & Payroll Solutions Subject Matter Expert, leading pipeline reviews, optimizing sales strategies, and coaching teams to improve conversion rates, revenue performance, and accountability.
- Build and maintain strong relationships within the local business community, reinforcing the bank’s mission and commitment to community involvement.
- Achieved top partner within the Retail Banking Division by leading branch productivity during the Summer Referral Contest.
Private Banking Mortgage Sales Coordinator
Wells Fargo
01.2020 - 08.2023
- Consistently closed over $20M in monthly loan volume while maintaining a 100% customer satisfaction rating through proactive communication and disciplined execution.
- Managed high-net worth pipelines, ensuring timely fundings and resolving complex issues with tact, professionalism, and attention to regulatory requirements.
- Provided administrative support to the sales team including scheduling meetings, preparing presentations and managing email correspondence.
- Prepared monthly reports on sales activities, revenue, expenses, and other key metrics.
- Managed client relationships by responding promptly to inquiries and addressing any issues that arose during the course of a sale.
- Analyzed credit reports, assets, liabilities, and income documentation to assess risk, structure appropriate loan solutions, and ensure compliance.
Branch Assistant Manager
US Bank
08.2018 - 12.2019
- Led daily branch operations, audits, and cash controls to mitigate risk, ensure regulatory compliance, and support profitability goals.
- Coached, developed, and motivated branch employees to deliver exceptional client experiences, achieve production goals, and strengthen relationships.
- Influenced the consistent use of CRM tools and outbound calling strategies to improve client engagement, referral outcomes, and accountability.
- Facilitated team meetings, fostering a disciplined, collaborative, and positive branch culture.
- Organized and represented the bank at community engagement events, promoting the organization’s mission, values, and commitment to local impact.
- Achieved 95% customer satisfaction and was recognized as the Top Performing Branch Assistant Manager for Q1, Q2, and Q3 of 2019.
Consumer Lending Processor
Technology Credit Union
11.2016 - 08.2018
- Audited and reviewed loan packages for accuracy, completeness, and compliance with underwriting and regulatory standards.
- Partnered with 25 auto dealership general managers to optimize loan volume, improve processes, and support business development initiatives.
- Collaborated with Tesla and SolarCity representatives to identify technology and process improvement opportunities that increased efficiency and data accuracy.
- Recognized as Market Top Innovator in Q4 2017 and Q1 2018 for contributions to cross-functional initiatives and continuous improvement efforts.
Skills
- Leadership & Coaching
- Client Relationship Management
- Business Development & Retention
- Cross-Functional Collaboration
- Risk & Compliance
- Process Improvement
Professional Summary
Financial services leader with 20+ years of experience across treasury management, retail banking, and residential lending. Proven record of driving growth, operational excellence, and high-quality client experiences through collaborative, values-driven leadership.
Community Leadership & Honors
Board Director - Brentwood Chamber of Commerce
- Contributed as a member of the Business Education Committee, working alongside the City of Brentwood Economic Development Division and countywide education networks to promote business education and community growth.
- 2025–2026 Co-Chair of Brentwood's La Gran Fiesta, leading initiatives supporting Hispanic heritage and community engagement.
- Nominated for 2025 Ambassador of the Year in recognition of sustained leadership and community engagement.
Timeline
Treasury Management Sales Specialist
Fremont Bank
10.2023 - Current
Private Banking Mortgage Sales Coordinator
Wells Fargo
01.2020 - 08.2023
Branch Assistant Manager
US Bank
08.2018 - 12.2019
Consumer Lending Processor
Technology Credit Union
11.2016 - 08.2018