Open to opportunities

Sheila Rodriguez

@sheilarodriguez

Message

I support client operations through accurate records, intake coordination, and financial services administration.

United States

Message

What I'm looking for

I'm seeking an Administrative Assistant role where I can apply my legal, investigative, and financial administrative experience to support operations, maintain accurate records, coordinate client needs, and handle confidential information professionally.

I've supported clients and branch operations at Truist Bank since 2016, handling transactions, account inquiries, documentation, compliance, scheduling, file management, and daily workflow coordination.

Previously, I guided clients at Chase Bank and conducted client intake and claim investigations at Morgan & Morgan. I bring experience coordinating with attorneys, medical providers, insurance companies, and diverse clients while managing confidential records in English and Spanish.

Experience

Work history, roles, and key accomplishments

Current

Universal Banker

Current

Truist Bank

Jan 2016 - Present (10 years 7 months)

Assist clients with transactions, account inquiries, and financial solutions while maintaining exceptional service standards. Support administrative operations including scheduling, file management, and daily workflow coordination.

Client Services Documentation Compliance Scheduling File Management Microsoft Office Confidentiality