Lexani Rosado
Randolph
Summary
Dynamic banking professional with a strong foundation in financial principles and proven sales negotiation skills, eager to leverage expertise in driving business growth. Known for fostering collaborative relationships and effective communication with internal teams and external clients, ensuring a seamless customer experience. Committed to researching and pursuing new sales opportunities to cultivate a robust client base, contributing to overall organizational success.
Overview
7
7
years of professional experience
Work History
CareGiver Sabbatical
07.2023 - 11.2025
Relationship Banker
Citizens Bank
Newton Four Corners, MA
02.2023 - 07.2023
- Placed Service calls to customers to ensure satisfaction in products and service as well as offering check ups to further deepen relationship and identify additional needs for client
- Ordered office supplies to keep items in stock as well as new hire orientation items and training items as well.
- Utilized Zoom , Google Suites , as well as Microsoft Teams to communicate as well as planning events and dinners for team building
- Identified new prospects based on check in's whether they be consumer or business as well as based on transactions that were executed
- Opened new accounts and serviced existing accounts by following designated policy and procedure as well as onboard new clients information digitally for online access/ use while following policy and procedure as well
- Processed transactions in an accurate manner on platform side
- Conducted Application transactions in order to establish new Credit cards , Heloc and mortgages to client
- Conducted Outgoing Domestic and International wire transfer payments for clients
- Ensured Compliance with the U.S Bank Code of Ethics, U.S Patriot act , CFPB , OFAC , KYC , AML , Reg E , and Secrecy Act
Teller Manager
TD Bank
Sunny Isles, Florida
11.2021 - 10.2022
- Managing branch as a whole as well as collaborating with other branch managers to make sure scheduling and coverage went smoothly
- Utilized Microsoft teams as well as Google suites and zoom for meetings and touch bases with team.
- Execute Team meetings everyday as well as check in's and team outings every quarter to show appreciation as well as professional bond.
- Executing Teller cash drawer audits as well as vault adits
- Ship out and reload both centralized atm's in branch
- Quarterly official check and money order audits
- In charge of new hire trainings
Senior Specialist , Universal operations and banking specialist
Santander Bank
Newton, MA
04.2020 - 07.2021
- Completing transactions efficiently and in a timely manner .
- Addressing Customers by name
- Addressing customers financial needs by recommending products or services that fit them
- Responsible for entire operations of my branch
Teller
Santander
Newton Centre, MA
01.2020 - 04.2020
- Taking teller transactions such as deposits , withdrawals and transfers
- Making sure customer felt heard , seen and comfortable with the customer service provided
- Updating customer information as well as cold and warm calls
- Helping operations manager over see certain tasks and or executing them individually myself
- Staying up to date with current procedures and standardsSales Manager
Sales Manager
Sephora
Boston, MA
06.2018 - 12.2019
- In charge of managing group of 4+ as a team. In charge of training and more operational side of work.
- In charge of managing operations, clerical work , and customer service.
- Supervised floor sales
- Supervised cashiers and register transactions
- Answered product and service related questions
- Set up sales appointments with clients
- Managed customer escalations
- Provided outstanding customer service
Education
High school Diploma -
Edco Collaborative school
01.2017
Skills
- Sales operations and clerical tasks
- Skilled in Google Workspace
- Skilled in PowerPoint design and delivery
- Inventory control
- Teamwork on daily operations
- Client relations proficiency
Timeline
CareGiver Sabbatical
07.2023 - 11.2025
Relationship Banker
Citizens Bank
02.2023 - 07.2023
Teller Manager
TD Bank
11.2021 - 10.2022
Senior Specialist , Universal operations and banking specialist
Santander Bank
04.2020 - 07.2021
Teller
Santander
01.2020 - 04.2020
Sales Manager
Sephora
06.2018 - 12.2019
High school Diploma -
Edco Collaborative school