Edwin Oliva
San Jose,California
Summary
I develop strong client relationships to enhance satisfaction and promote loyalty. I utilize effective time management and adaptability skills to support team objectives, As well as gaining valuable work ethic through service in United States Marine Corps.
Overview
15
15
years of professional experience
Work History
Retail Relationship Banker
BMO
02.2024 - Current
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed financial needs and provided tailored banking solutions to clients.
- Mentored junior bankers on compliance procedures and customer service excellence.
Financial Services Representative II
Meriwest Credit Union
09.2022 - 10.2023
- As an FSR II our primary goal is member service. We assist all our members equally with any and all requests made. We assist in opening new accounts, CD's, Credit cards and more. As well as any financial transactions they may need.
Vote Center Lead
Santa Clara County Registrar of Voters
06.2020 - 07.2022
- As a vote center lead our primary goal was to ensure the center opened on time and was closed down properly. We would assist our staff in running a successful, prompt and on time election. This was a seasonal job I held during the pandemic yet I was always A vote center lead.
Personal Banker
JPMorgan Chase & Co
11.2011 - 02.2022
- While at Chase, I started as a Teller after I became a Personal Banker which lead to the promotion to Business Banker and eventually Manager on Duty. Responsibilities included but we're not limited to
- Educate clients on various financial matters and professionally recommend products.
- Adhere to established policies, procedures and compliance for a satisfactory audit.
- Operate with integrity, build trust and earn credibility with internal and external clients.
Technician
RCH CABLE
11.2010 - 10.2011
- As a technician I operated electrical equipment. Operated vehicles and tools with safety first troubleshoot there cable equipment.
Education
General education - undefined
Mt Pleasant High School
San Jose, CA06.2008
Skills
- Assisted teams in meeting project deadlines through effective time management Supported colleagues in using software tools for daily operations Provided customer service to improve client satisfaction Communicated with team members to enhance collaboration Helped drive initiatives for team performance improvement Offered bilingual assistance to clients from diverse backgrounds Utilized Microsoft Word and Excel for documentation and data organization Contributed to sales through product knowledge Maintained accuracy in all assigned tasks
Languages
Spanish
Full Professional
Timeline
Retail Relationship Banker
BMO
02.2024 - Current
Financial Services Representative II
Meriwest Credit Union
09.2022 - 10.2023
Vote Center Lead
Santa Clara County Registrar of Voters
06.2020 - 07.2022
Personal Banker
JPMorgan Chase & Co
11.2011 - 02.2022
Technician
RCH CABLE
11.2010 - 10.2011
General education - undefined
Mt Pleasant High School