Open to opportunities

Claudia Rodriguez

@claudiarodriguez

Message

Motivated financial services professional specializing in personal banking and customer support.

United States

Message

What I'm looking for

I am seeking a client-facing role (e.g., TurboTax Live tax support) where I can apply tax training, compliance expertise, and bilingual customer service to help customers and grow into expanded responsibilities.

I am a motivated financial services professional with four years' experience in personal banking, customer support, and team leadership within regulated environments. I prioritize accuracy, confidentiality, and clear communication while supporting customers through complex financial processes.

In branch and call-center roles I led teams, trained new hires, managed escalations, and maintained strict compliance—achieving 100% audit compliance and improving team efficiency by 15% through data-driven interventions. I recently completed Intuit Academy Tax Level 1 and Tax Preparation training and seek to apply that expertise in a TurboTax Live tax support role.

I am bilingual in English and Spanish and bring strong documentation, regulatory compliance, quality assurance, and customer-service skills. I thrive in client-facing roles where attention to detail and professionalism drive positive outcomes.

Experience

Work history, roles, and key accomplishments

Team Lead

ROI Call Center Solutions

Apr 2021 - Jan 2022 (9 months)

Managed a team of customer service representatives, analyzed call data to identify trends and implemented process changes that improved team efficiency by 15%, and trained staff while resolving 200+ escalated calls.

Team Leadership Call Center Operations Data Analysis Escalation Management Customer Service Quality Assurance

Personal Banker

First Convenience Bank

Feb 2015 - Jun 2015 (4 months)

Performed teller duties, investigated and corrected account errors, used marketing tools to schedule appointments and support branch sales goals while developing client relationships.

Account Reconciliation Client Acquisition Scheduling Sales Support Customer Service Attention To Detail

Branch Supervisor

First Convenience Bank

Oversaw daily branch operations ensuring 100% compliance with operational, risk, and security policies, led personal bankers to meet sales goals, and resolved escalated client issues to maintain high retention.

Branch Operations Regulatory Compliance Risk Management Team Leadership Customer Retention Sales Coaching Problem Solving

Personal Banker II

First Convenience Bank

Built client relationships by identifying needs and recommending products, processed 100+ daily transactions with high accuracy, and maintained strict confidentiality and regulatory adherence.

Customer Relationship Management Transaction Processing Regulatory Compliance Attention To Detail Confidentiality