Peter Rodriguez Email & Phone Number

Miami, Florida, United States

Vice President, Senior Operations Manager at Bank of America.

Miami, Florida

•Continually identify opportunities to improve corporate client efficiency and performance, service, product solutions, utilization and optimizing channel usage, up-selling and cross-selling, etc through leveraging on the VoC process and the relationship, to understand client’s needs.•Conduct service reviews (Global / regional / country) to identify and close gaps between client needs and service delivery.•Assist in implementation of service and efficiency improvement initiatives with all relevant stakeholders and facilitate transfer of best practice.•Provide proactive, relationship-driven service management while obtaining and sharing discoveries amongst the global network.

•Responsible for serving as primary contact for bank clients for professional advice, inquiries, complaints, resolving of discrepancies and transactional errors.•Act as a conduit of information on customer preferences, specific product feedback and future product requirements to relationship management colleagues.•Prepare, present and deliver monthly analysis reports for clients and RMs to identify key issues and trends.•Comply with applicable Money Laundering Prevention Procedures and, in particular, report any suspicious activity to management.•Proactively contact clients to improve utilization, increase transaction volume, identify opportunities for channels and referrals for the business.•Assist in implementation of service and efficiency improvement initiatives and facilitate transfer of best practice.

•Responsible for OPEX forecasting, meeting financial requirements and exceeding monthly, quarterly and yearly targets.•Identify and implement competitive best practices from clients, staff and cross border trainings.•Lead multi-regional team on projects assigned by Director and VP while building and protecting the external reputation of the company.•Assist management in identifying strategic business opportunities across region.•Motivate team in a mature product market using strategic, profitability and growth models.

•Review, monitor and update various monthly sales and variance reports.•Calculate profitability of accounts and growth opportunity.•Coordinate with local and global teams to complete monthly deliverables.•Prepare presentations for all levels of management.•Assist management on projects with keen attention to detail while multi-tasking.

Bba, Finance, Banking

Dean's List

Aa, Public Administration

Honor's Program