Melvin Rodriguez Email and Phone Number

Meet with customers to discuss their personal financial needs. Provide a personable service to uphold company standards of excellence. Review customer accounts to assure proper benefit fit for their needs and cross selling with performing account maintenance. Building and retain strong customer relationship. Lobby lead to connect with customers to deepen/grow customer relationship. New account opening for personal/business customers. Visit new/existing businesses to set up onsite workplace in order to grow the business and their employees. Strategic Consulting, including business plan and sales strategy development. Notary public.Handling duties such as, BATS report, ATM settling (add and balancing cash), receive/ship cash shipments. Loan championship for my team. Opening/Closing the branch. Process a variety of routine and complex transactions for branch customers, including deposits, withdrawals, and loan payments. Identify and act upon opportunities to refer customers to specialists in other lines of business. Demonstrate a thorough knowledge of PNC capabilities, educating customers whenever possible on alternate delivery methods and channels. Assist with PNC partners in training and mentoring new employees for the Universal Banker role.Accomplishments:-Opened New Denvo Universal Branch in 2012.-Received gallop scores of 4.8 or greater at a company standard of 5.0 for the past three quarters and part of the Human Sigma 6 team for the last three years.-2015 Market All-Star Award.-Selected as a coach for all new UBC's hired in Central New Jersey Market.-Completed Development program used as a guide to grow within PNC for future career development.

Building and retain strong customer relationship. Lobby lead to connect with customers to deepen/grow customer relationship. New account opening for personal/business customers. Visit new/existing businesses to set up onsite workplace in order to grow the business and their employees. Strategic Consulting, including business plan and sales strategy development. Notary public.

Build, retain and deepen relationships with banking center customers and potential customers and uncover needs and create customer interest while opening new accounts and/or solving customer needs and problem resolution. Function as a teller during times that the banking center experience great volume of customer traffic. Lobby lead customers to an associate or teller window. Vault custodian of daily request of money needed by tellers. Process buy/sell tickets for tellers and preparing in/out shipment of vault cash to Dunbar.

Responsible for communication with dealers and the government for vehicles that may have had serious damages needing repair or be pulled from stock.Receiving/Returning customer calls via questions or issues on their vehicle. Creating a call log database with customer information to be saved internally via a processed scanner.Involved in weekly conference calls with other departments regarding upcoming special promotions, updated information on back orders of shipments, and any customer issues that needed to be handled.

Responsible for the processing of Active Assets Accounts in the Special Products Division New Accounts/BusinesScape Department. Active Assets Account is used as a debit account. Clients are eligible for a debit MasterCard and/or checks. Verified the accounts opened the prior day by our branch network and ordering checks and debit cards on our system or via our vendor directly.Verified plating information to avoid possible fraud on cards and/or checks.Block and reprocessing checks and debit cards due to lost or stolen; insure that new banking number was generated before the order of checks/debit cards was processed. Responsible for running and monitoring internal reports to ensure the department is functioning properly. Manually opening BusinesScape Accounts on an outside vendors system.Create and examine test scripts scenarios in order to test new products before they rollout within the organization.Managed a staff of seven (reduced from nine) and was still able to complete all level of production. Held monthly meetings within my area and other departments within the division. Scheduled yearly attendance; personal and vacation days for my department.

Corresponded with branches regarding the opening of new accounts. Reviewed and approved legal documents required to open, close and modify an accounts legal status. Documents included new account forms, margin agreements, W-8s, W-9s, account agreements, corporate and partnership agreements. In charge of the Alert system and also handled IDS and agent instructions for DVP accounts.Learned the Beta System that was used as the new back office.

Monitored and controlled inventory, opened and organized shipments, maintenance and cashier support.

Receptionist duties, filing and photocopying.