Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Imelda Rivera

Krum,TX

Summary

Seeking a position to leverage knowledge, experience, and develop skills.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
06.2023 - Current
  • Fosters positive interactions by prioritizing customer needs.
  • Schedules regular meetings with clients in person and over the phone.
  • Built customer trust through personal connections and active listening.
  • Educates customers on various technologies.
  • Utilizes consultative approach to present financial solutions.
  • Expeditiously masters products, services, and procedures.
  • Collaborates with Financial Advisors, Mortgage Bankers, and Business Relationship Managers to link customers with financial experts.

Personal Banker

UMB
04.2022 - 06.2023
  • Grow the branch customer base through proactive outbound business development activities including workplace banking, developing referral networks, appointment setting and outbound calling campaigns
  • Assist customers with transactions, completing service requests, opening new accounts, and submitting credit applications while delivering a meaningful conversation that improves our customers’ financial wellbeing
  • Participate in delivery of the unparalleled customer experience by building relationships through proactive outreach to help customers succeed financially
  • Collaborate with partners in small business, mortgage, and investments to grow customer's share of wallet
  • Follow established policies and procedures and play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank

Quality Operations Analyst

City of Denton
07.2000 - 12.2021
  • Monitored daily operations to align with set thresholds of acceptability, reliability, and performance.
  • Ensure accurate rate calculations; verify billing information across systems.
  • Audits and validates daily functions of billing staff.
  • Audits City Billing Programs (Green sense, Prepay, Budget Billing, Plus One, Tree Donation, and Downtown Lighting.)
  • Created quantifiable improvements by evaluating business processes.
  • Designed and executed quality assurance procedures across utility platforms.
  • Recommends actions to address performance deviations from standards.
  • Manages responses to identified risks within billing procedures.

Education

High School Diploma -

Skills

  • Analytical Skills
  • Self-Management Skills
  • Leadership Skills
  • Commitment to Professional Standards
  • Effective Communication
  • Client Relationship Management
  • Proficient in English and Spanish

Certification

  • FINRA Series 6
  • State Registration Series 63 and Life licenses
  • Securities Industry Essential (SIE)

Timeline

Relationship Banker

JPMorgan Chase
06.2023 - Current

Personal Banker

UMB
04.2022 - 06.2023

Quality Operations Analyst

City of Denton
07.2000 - 12.2021

High School Diploma -

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Imelda Rivera