Celia Rodriguez
Tucson
Summary
Experienced with managing individual retirement accounts, ensuring compliance, and handling complex transactions. Utilizes advanced financial analysis and customer service skills to provide top-tier support. Track record of fostering team collaboration and adapting to evolving financial environments.
Overview
14
14
years of professional experience
Work History
IRA Specialist
Discover Financial Services, DFS
02.2022 - 05.2024
- Played an integral role in annual audits by gathering necessary documentation and responding promptly to requests.
- Streamlined IRA account management processes for improved efficiency and reduced errors.
- Facilitated successful resolution of account discrepancies by working closely with clients and internal stakeholders.
- Managed high volumes of accounts, ensuring timely processing of contributions, distributions, and rollovers.
- Monitored legislative changes affecting IRAs, updating procedures accordingly to maintain compliance.
- Improved overall team productivity by developing training programs focused on best practices for managing IRAs.
- Consistently met or exceeded established goals related to new account acquisition and asset growth within existing accounts.
- Enhanced client satisfaction by providing efficient and accurate IRA services.
- Expertly navigated complex tax regulations to ensure compliance in all IRA transactions.
- Achieved high client retention rates through proactive outreach and exceptional customer service.
- Maintained detailed knowledge of relevant IRS rules governing Traditional, Roth, SEP and SIMPLE IRAs.
- Educated clients on the benefits of various IRA types, assisting them in making informed decisions about their retirement savings options.
Rental Sales Agent
Budget Avis Group
03.2017 - 06.2021
- Maximized revenue by recommending appropriate rental products and upselling services to customers.
- Collaborated with team members to improve sales strategies and meet monthly targets.
- Navigated computer systems effectively to manage bookings, customer information, and record-keeping tasks.
- Coordinated vehicle availability with other departments to accommodate last-minute requests or reservation changes.
- Assisted in the maintenance of rental vehicles, ensuring they were clean and well-presented for each client use.
- Increased customer satisfaction by providing excellent service and addressing client needs promptly.
- Established strong rapport with clients, leading to repeat business and referral opportunities.
- Maintained a high level of professionalism, ensuring positive experiences for clients during interactions.
- Managed reservations efficiently, reducing wait times for customers upon arrival at the location.
- Handled customer complaints professionally, resolving issues swiftly to maintain satisfaction levels.
- Educated clients on rental policies and procedures, minimizing misunderstandings and disputes.
- Contributed to company growth by achieving individual sales goals while supporting overall team objectives consistently.
- Processed rental transactions accurately, ensuring timely billing and minimal discrepancies.
Rental Sales Agent
Hertz Dollar Thrifty Car Rental
02.2010 - 04.2019
- Maximized revenue by recommending appropriate rental products and upselling services to customers.
- Collaborated with team members to improve sales strategies and meet monthly targets.
- Navigated computer systems effectively to manage bookings, customer information, and record-keeping tasks.
- Coordinated vehicle availability with other departments to accommodate last-minute requests or reservation changes.
- Assisted in the maintenance of rental vehicles, ensuring they were clean and well-presented for each client use.
- Increased customer satisfaction by providing excellent service and addressing client needs promptly.
- Established strong rapport with clients, leading to repeat business and referral opportunities.
- Maintained a high level of professionalism, ensuring positive experiences for clients during interactions.
- Resolved customer disputes to maintain positive relationships and increase customer base.
- Developed in-depth knowledge of rental inventory to provide expert advice on product selection.
- Managed reservations efficiently, reducing wait times for customers upon arrival at the location.
- Drafted quotes, confirmed orders, and managed transfers to handle rental needs efficiently.
- Handled customer complaints professionally, resolving issues swiftly to maintain satisfaction levels.
- Educated clients on rental policies and procedures, minimizing misunderstandings and disputes.
- Complied with governmental and other regulatory agencies by following policies and documenting transactions.
- Performed regular inventory checks, ensuring accurate stock levels for smooth rental operations.
- Contributed to company growth by achieving individual sales goals while supporting overall team objectives consistently.
- Processed rental transactions accurately, ensuring timely billing and minimal discrepancies.
- Implemented rental asset processes and cleanliness standards.
- Executed sales and marketing initiatives to increase revenue for company.
Education
High School Diploma -
Pueblo Magnet High School
Tucson AZSkills
- Strong analytical skills
- Continuous improvement mindset
- Risk assessment
- Ethical conduct awareness
- Sales and marketing acumen
- Compliance and reporting
- Customer service
- Problem-solving
Timeline
IRA Specialist
Discover Financial Services, DFS
02.2022 - 05.2024
Rental Sales Agent
Budget Avis Group
03.2017 - 06.2021
Rental Sales Agent
Hertz Dollar Thrifty Car Rental
02.2010 - 04.2019
High School Diploma -
Pueblo Magnet High School
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