Sergio Rodriguez Email & Phone Number

Washington, United States

Washington, United States

Seattle, Washington

Managed existing and potential clients maintaining client relationships through use of Oracle Siebel CRM and Microsoft Office to uncover opportunitiesSpecialized in consumer loans, small business, investments, and personal bank maintenance (credit, checking, online banking).Work closely with small business owners to help them with their cash flow and deposit needs. Receive and go over applications for business credit cards, responsive lines of credit, and cash reserve lines of credit.Conducting financial wellness reviews for new and existing clients, building custom plans to achieve short- and long-term financial goals with emphasis on deepening relationships

New York City / Greater Seattle Area

Managed all facets of operations, including inventory management, staff, marketing, and sales. Led teams responsible for delivery of sales and service programs. Monitored business performance and applied information to promote continuous improvements and change. Worked face to face with customers to answer questions, present solutions, and solve issues. Directed a broad spectrum of inventory management activities, from cycle counts and trade reconciles to stock pushes.

Greater New York City Area

Supervised retail store operations, overseeing staff and developing strategies to increase sales. Evaluated inventory needs, processed orders, and managed vendor relationships. Prepared sales forecasts, delegated tasks, coordinated schedules, and planned promotions. Interfaced with customers to address individual needs and resolve issues.