Branch Manager/Banker

SUMMARY

ACCOMPLISHMENTS

EXPERIENCE

EDUCATION AND TRAINING

LICENSES/SKILLS/CERTIFICATIONS

CAROLEE RODRIGUEZ

*** ***** **** ******, ****, AZ 85213 C: 480-***-**** ac0nv9@r.postjobfree.com Offering over 10 years of experience and a comprehensive background of retail and business banking. Ability to thoroughly research, analyzes situations, propose creative solutions, develop good rapport, and bring projects to completion under deadlines. Active leader in sales and service goals. Develop high value client relationships. Contribute to the attainment of Banking Center goals, individually and as a mentor. Referred over $14 Million in loan volume through professional networking, loan reviews and marketing.

Received numerous recognition awards and consistently out performed peers year over year. Received six “exceeds expectations” ratings on annual performance reviews. 02/2007 to Current Relationship Banker/Small Business Specialist/Manager on Duty JPMorgan Chase Bank - Phoenix, Arizona

Feb 2007 - Hired as a Personal Banker to acquire, retain, deepen and manage relationships with customers. Responsible for generating new growth in balances through the sale, promotion and referral of products utilizing a proactive and disciplined approach. Lead role in creating an outstanding customer experience. Proactively engage customers face to face and over the phone to discover their financial needs and provide product and service recommendations. May 2009 - Had the opportunity to open a new banking center and help establish the branches book of business through pre-sales and by consistently acquiring new relationships. This location retained top performance level for the duration of my time there. Oct 2010 - Became Small Business Certified.

Nov 2012 - Promoted to a larger, more affluent branch location where I became a Licensed Banker obtaining my NMLS Certification, S6, S63 and Life and Health Licenses. 2006 High School Diploma

Greenway High School - Glendale, Arizona, USA

Maintained a 3.8 GPA

Member of DECA Club

2009 BBA: Business Administration

University of Phoenix - Phoenix, Arizona, USA

Maintained a 3.75 GPA

Coursework in Finance and Business Administration

Bilingual - Spanish

FINRA Series 6 and Series 63

Arizona Insurance License (Life Producer/Variable Life/Variable Annuities) Arizona Notary Public Commission

SAFE Mortgage Licensing Act Compliant - NMLS ID:694574