Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Candelaria Rivera

Los Angeles,California

Summary

Hardworking Banker familiar with setting up new accounts for customers, maintaining customer confidentiality and supporting audits. Excellent organizational, relationship-building and documentation skills. Abilities paired with in-depth knowledge of processing transactions,cash orders and exceptional customer service. Proficient in providing solutions to daily problems, schedule arranging and de-escalating potential problems. Prepared to offer years of related experience to a challenging position with room for advancement.

Overview

5
5
years of professional experience

Work History

Associate Banker

JPMorgan Chase
Lakewood, CA
10.2020 - 04.2022
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Opened, closed and updated accounts for customers.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Provided advice on different bank products and financial options.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Evaluated client financial positions and identified most appropriate banking products.

Associate Banker

JPMorgan Chase
Rolling Hills Estates, CA
12.2016 - 10.2020
  • Balanced teller drawers and ATM cash.
  • Supervised branch operations and made continuous improvements in each area.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Consulted on business packages and made personalized recommendations.
  • Regularly closed and updated accounts for customers.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.

Education

High School Diploma -

San Pedro Adult School
San Pedro, CA
2005

Skills

  • Customer Service-welcoming attitude, keeping customer confidentiality
  • Promoting the banks products and services
  • Processing bonds
  • Account closing process
  • Count and strap currency
  • Exchange foreign currency
  • Audit procedures
  • Place orders of necessary branch supplies-office,electronic, promotional products
  • Cash supply orders
  • Teller support
  • Employee Training Assistance

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Associate Banker

JPMorgan Chase
10.2020 - 04.2022

Associate Banker

JPMorgan Chase
12.2016 - 10.2020

High School Diploma -

San Pedro Adult School

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Candelaria Rivera