ELIANA RIVERO
Orlando,Florida
Summary
Detail-oriented financial services and business operations professional with 8 years of experience in banking, bookkeeping, and financial administration. Skilled in managing sensitive information, maintaining operational accuracy, and preparing business reports. Demonstrates adaptability and efficiency in resolving customer issues and navigating regulated environments, with a strong focus on collaboration and inclusivity.
Overview
9
9
years of professional experience
Work History
Personal Banker
WELLS FARGO BANK
01.2022 - Current
- Build and maintain trusted relationships with customers by understanding financial needs, identifying appropriate solutions, and providing personalized service in a highly regulated banking environment.
- Manage a broad range of personal banking needs while maintaining a strong focus on accuracy, operational procedures, risk management, and customer experience.
- Assist customers with complex financial needs by researching available resources, coordinating with internal partners, and ensuring appropriate follow-through.
- Conducted proactive customer outreach to strengthen relationships and identify opportunities, scheduling appointments and connecting customers with tailored banking resources.
- Follow established risk, compliance, privacy, and operational procedures while identifying and escalating potential issues appropriately.
- Supported Premier Bankers and high-value client relationships as reliable secondary point of contact when primary bankers were unavailable, ensuring continuity of service.
- Collaborate with branch leadership and banking partners to support business objectives, customer retention, relationship growth, and overall branch performance.
- Successfully incorporate coaching and feedback into daily performance, adapting communication and client engagement strategies to improve effectiveness.
Office Administrator / Bookkeeping
CNI ELECTRIC
01.2018 - 01.2022
- Performed bookkeeping activities and maintained accurate financial records to support day-to-day business operations.
- Prepared and maintained financial reports, including profit and loss statements, to support leadership in business decision-making.
- Streamlined payroll processing and billing, addressing customer account issues and maintaining accurate financial documentation.
- Managed day-to-day administrative and financial support functions for an electrical contracting business, providing direct operational support to company leadership.
- Coordinated schedules and administrative workflows to support field operations, customers, and internal business needs.
- Managed inventory setup and tracking, helping maintain organized records and support operational planning.
- Resolved customer billing and service-related issues by researching concerns, communicating solutions, and coordinating effectively with involved parties.
- Provided direct administrative support to the CEO, requiring strong organization, prioritization, communication, and independent judgment.
Education
Medical Assistant -
Orange Technical College
Winter Park, FLAssociate of Arts - General Studies
Valencia College
Orlando, FLSkills
- Banking operations
- Risk compliance
- Banking & Financial Systems
- Transaction accuracy
- Client management
- Customer Issue Resolution
- Business reporting
- Process improvement
- Business & Office Administration
- Office software proficiency
- Microsoft Excel, Word, Office
- CRM systems
- Data Entry & Reporting Systems
- Scheduling & Work Flow Coordination
- Cross-functional communication
- Confidential Information Handling
- Problem solving
- Data Entry & Reporting Systems
ADDITIONAL VALUE
- Financial & Operational Perspective: Combines financial-services experience with hands-on business administration and bookkeeping experience, providing a broader understanding of both customer-facing and internal business operations.
- Risk & Accuracy: Experienced working in environments where accuracy, documentation, confidentiality, policies, and regulatory requirements are critical to successful operations.
- Adaptability: Demonstrated ability to learn new systems, processes, products, and procedures quickly while applying feedback to improve performance.
- Customer & Business Support: Experienced working directly with customers, business leadership, internal partners, and financial professionals to resolve issues and achieve business objectives.
- Diversity & Inclusion: Values diverse perspectives and seeks to contribute to an inclusive workplace where people are respected, supported, and given the opportunity to succeed.
Timeline
Personal Banker
WELLS FARGO BANK
01.2022 - Current
Office Administrator / Bookkeeping
CNI ELECTRIC
01.2018 - 01.2022
Medical Assistant -
Orange Technical College
Associate of Arts - General Studies
Valencia College