David A. Rivera
Revere,MA
Summary
Experienced and customer-focused banker with a strong background in retail banking, customer service, and account management. Committed to assisting clients in making informed and advantageous financial decisions. Possessing extensive knowledge of branch operations and a wide range of financial products. Dedicated to providing the best support to both the company and its valued customers.
Overview
6
6
years of professional experience
Work History
Associate Banker-ME
J.P. Morgan Chase
10.2023 - Current
- Providing high level customer service through friendly approach, strong professionalism, and timely assistance with customer transactions on teller line and account openings on platform.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Engaging client outreach, strengthening relationships, tailoring advice and solutions through digital services, and discovering needs for products and services.
Smarthome Pro
Vivint
01.2023 - 10.2023
- Direct sales representative protecting over 40 families with an security alarm and video surveillance system.
- Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
- Worked flexible hours across night, weekend, and holiday shifts.
Personal Banker
Wells Fargo Bank
07.2021 - 01.2023
- Assisted consumer and business clients with setting up or closing accounts, notary public, completing loan applications, and signing up for new services.
- Identified sales opportunities and referred customers to branch partners implementing a wealth management strategy designed to deepen relationships with clients.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Associate Banker-ME
J. P. Morgan Chase
09.2019 - 02.2021
Education
Associates of Business Management -
Brigham Young University- Idaho
Rexburg, ID01-2023
High School Diploma -
Cambridge Rindge And Latin School
Cambridge, MA01-2015
Skills
- Fluent in English and Spanish
- Client support
- Financial services management
- Developing talent
- Financial education coaching
- Organizational culture promotion
- Effective communication
- Proficient in high-pressure environments
- Informed decision making
- Effective time management
- Intrinsic motivation
- Effective conflict resolution
- Team leadership
- Versatile in dynamic environments
Timeline
Associate Banker-ME
J.P. Morgan Chase
10.2023 - Current
Smarthome Pro
Vivint
01.2023 - 10.2023
Personal Banker
Wells Fargo Bank
07.2021 - 01.2023
Associate Banker-ME
J. P. Morgan Chase
09.2019 - 02.2021
Associates of Business Management -
Brigham Young University- Idaho
High School Diploma -
Cambridge Rindge And Latin School
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