Maria V. Rodriguez
Pleasant Hill, CA
(Cell) 415-***-****
ab0d6i@r.postjobfree.com
Call Center Representative
Skills/Qualifications:
Seasoned banking professional with 15 + years experienced in establishing and maintaining
positive customer relationships.
Excellent oral and written communication skills.
Ability to think creatively and work under pressure.
Strong financial modeling and analytical skills.
Sound knowledge of account management, marketing and financial products and services.
Experience:
Wells Fargo Concord, CA
Business Online Banker 2 2010 - 2013
Responding to inbound calls
Engaged every customer by phone with information and suggestions for a new financial
products or services and focused on satisfying customers financial needs
Advance knowledge of Wells Fargo product and services for Business and Consumer
customers
Strong listening, written and verbal communication skills
Resolve complex customer issues
Know compliance, regulations and identification guidelines
Wells Fargo San Francisco, CA
Personal Banker 2 2005 - 2010
Manage a Premier excellent customer portfolio and proactively cross sell additional products
through referrals and outbound calling.
Provide customers with personal financial counseling and lending services.
Acquire new customers through outbound calls (in person or telephone) and partner referrals
Develop and maintain relationships with Wells Fargo Partners to maximize sale opportunities
and achieve minimum sales standards.
Wells Fargo Concord, CA
PB Inbound/Outbound Sales Specialist (Telephone Banking Division) 2000 - 2005
Receive warm referrals to sell, up sell or cross sell Wells Fargo products and services.
Establish and maintain internal Partners to assist with referrals.
Initiate high volume of outbound calls to follow up on referred leads.
Expand customer understanding and knowledge of Wells Fargo products.
Handle situation which require deviation from standard scripts and screens.
Perform inbound marketing sales and service calls from customers and other business units.
Assist in resolving any customer complaints or issues.
Develop and maintain knowledge of a variety of financial products and services.