Armando Rodriguez JR
PH 407-***-**** email@example.com
To secure a permanent position within an organization offering opportunity for growth and career advancement.
Financial Relationship Senior Consultant
Team Lead / Branch Assistant Manager, Regions Bank, Orlando, FL
Conduct outside sales efforts commensurate with market opportunity to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships.
Provide leadership and staff development through the execution of iConnect - the Region's Sales, Service and Coaching process.
Responsible for ensuring all business transactions and practices within span of control comply with all regulations and the Regions Code of Conduct.
Responsible for keeping branch in compliance with all bank policies, procedures and internal audits.
Manages a branch with total loans and deposits greater than $110 million
Insurance Professional Advisor / Sales Manager, IPA Direct LLC, Lake Mary, FL Manage call center for insurance sales. Provide the best solutions for clients by building relationships clients and identifying needs. Maintain and improve quality results by adhering to standards and guidelines; recommend improved procedures. Update job knowledge by studying new product descriptions; participate in educational opportunities. Accomplish sales and organization mission by completing related results as needed.
Insurance Agent, Transamerica, Orlando and DeBary, FL Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs. Deliver policy proceeds after a claim is filed and approved. Communicate with Insurance Adjusters about the life cycle of each claim the differences in policy specifics so clients can make informed decisions about their purchases. Assist with obtaining underwriting approval. Respond to clients’ questions and complaints. Follow up with clients after initial meetings or conversations
Financial Center Manager, Wachovia / Wells Fargo Fairfax, VA and Orlando, FL Lead the financial center employees in establishing an environment that achieves all sales and service performance objectives, facilitate teamwork and retain the best employees. Serve as a leader by exhibiting professionalism, promoting service awareness, being operationally sound and posse strong leadership and teamwork skills. Developed specific strategies and monitors progress to meet and exceed goals and objectives. Coach and teach all Financial Center to deliver exceptional service to our customers and effective in their role.
Skills and Abilities
Bilingual – Spanish and English
215 - Life, Health and Variable Annuity License
NMLS # 1570569