Helen Rivas
Houston,Harris
Summary
Dynamic and attentive banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
5
5
years of professional experience
Work History
Personal Banker
Bank Of America
03.2023 - Current
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
- Utilized customer relationship management software to provide accurate and complete customer service.
Personal Banker
Frost Bank
02.2022 - 02.2023
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Maintained customer records and updated account information.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Expanded client base by promoting new financial products.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Personal Banker
Regions Bank
11.2021 - 02.2022
- Proved successful working within tight deadlines and a fast-paced environment.
- Cultivated interpersonal skills by building positive relationships with others.
- Learned and adapted quickly to new technology and software applications.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Teller
Wells Fargo
06.2019 - 11.2021
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
Education
Associate of Science - Accounting And Finance
University of Houston
Houston, TX05.2025
Skills
- MS Excel
- Data Entry
- MS Office
- Google Drive
- Portfolio assessment
- Relationship Management
- Accounting and Finance
- Financial advisement
- Financial Planning
- Professional Appearance
- Cash Handling
- Marketing campaigns
- Banking
- Client Relationship Management
- Sales expertise
- Account Maintenance
- Business Development
- Fraud prevention
- Account Management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
Bank Of America
03.2023 - Current
Personal Banker
Frost Bank
02.2022 - 02.2023
Personal Banker
Regions Bank
11.2021 - 02.2022
Teller
Wells Fargo
06.2019 - 11.2021
Associate of Science - Accounting And Finance
University of Houston
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