Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Websites
Personal Information
Timeline
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Erick Rodriguez

Chicago

Summary

Skilled professional brings strong people skills to customer interactions. Honest, hardworking demeanor paired with a passion to help others. Expertly meets new challenges with attention to detail and team spirit. Well-honed banking knowledge.

Overview

2
2
years of professional experience

Work History

Teller

Wintrust Bank
Oak Park
08.2024 - Current
  • Provide excellent customer service by answering inquiries, resolving account issues or referring them to the proper department, and creating repour with the customer in order to recommend to them the product that is best suited for their needs.
  • Contributed to network performance reports that guided strategic improvements.
  • Processed daily cash transaction including deposits, withdrawals, loan payments, gift cards, and cashier checks while doing my due diligence to avoid identity deft and fraudulent transactions.
  • Accurately maintained records of each transaction and ensured all documentation was in place and within compliance.
  • Proficient in cash handling, balancing cash drawer as well as the vault, and reviewing customers account to identify where the funds are flowing in and out to better comprehend the transaction.

Sales Team Member

State Farm
Chicago
06.2023 - 04.2025
  • Provided personalized customer service, assisting with policy applications renewals and changes.
  • Provided assistance with customer inquiries about insurance claims and Proficient in accounts payable and providing customers with a bill breakdown.
  • Went through experience building coursework when it comes to onboarding training and modules, sales training, and going through pre-licensing courses and state exams to attain the licenses needed to sell insurance (auto, home, life, and health).
  • Conducting daily outreach to hundreds of prospects to discuss discounted offers, and benefits.

Education

Bachelor of Business Administration - Finance & Minor in Financial Planning & Wealth Management

Loras College
Dubuque, IA
05.2023

Associate of Arts - Business Administration

Loyola University
Chicago, IL
06.2021

Skills

  • Effective communication
  • Bilingual in Spanish
  • Risk management evaluation background
  • Savvy relationship-builder
  • Financial record keeping
  • Skilled in account management & accounts payable
  • Compliance, banking laws, and regulations
  • Sales and Cross-selling
  • MS office proficient
  • Financial Planning
  • Detail Oriented
  • Cash handling

Affiliations

  • Blessed Miguel Pro Parish, Lead an all men Bible Study at the parish. With the purpose of educating men on their identity of manhood through the Christian view, and with a purpose of seeing life through a hopeful and faithful lens. Lead an all-men group Exodus 90. With the main purpose in leading men to find freedom within their faith and leave behind their addictions.
  • Mother of the Americas Little Village, Lead a young adult ministry at the parish. With the purpose of forming community to have a safe space to turn throughout the trials of life.

Accomplishments

  • CFP Case Study & Financial Plan Capstone: Created personalized family financial strategies, including budgeting, debt reduction, and savings planning, to attain long term goals. Oversaw family financial operations, ensuring fiscal responsibility and growth.
  • Life Portfolio Final Project: Working alongside a team to manage the institution's endowment. Proficient in identifying an investment that is stable and will provide long term growth. Proficient in analyzing various markets to create a diversified portfolio. Presenting our findings to our Institution's Board of Trustees.

Websites

Personal Information

Title: Bank Teller

Timeline

Teller

Wintrust Bank
08.2024 - Current

Sales Team Member

State Farm
06.2023 - 04.2025

Bachelor of Business Administration - Finance & Minor in Financial Planning & Wealth Management

Loras College

Associate of Arts - Business Administration

Loyola University

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Erick Rodriguez