Jacqueline M. Rivera
Staten Island,NY
Summary
Hard Working Supervisor recognized for success in guiding teams and boosting performance. Practical problem-solver with excellent issue and conflict resolution skills to drive team and organizational success. Highly effective and knowledgeable in process improvement and inventory control.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Relationship Specialist
CHARLES SCHWAB
01.2021 - Current
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Analyzed and reported on key performance metrics to senior management.
- Cross-trained existing employees to maximize team agility and performance.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
Sr. Specialist Relationship Banker
SANTANDER BANK
10.2017 - 01.2021
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
Operations Manager
HALSTON HERITAGE
06.2016 - 10.2017
- Collaborated with team to identify sales trends and implemented initiatives to enhance revenue.
- Maintained compliance with company policies, objectives, and communication goals.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Team Leader, Sales Operations
BCBGMAZAZRIA
10.2013 - 06.2016
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Sales Assistant
RED ALERT INC
01.2013 - 06.2014
- Assisted customers with prompt and polite support in-person and via telephone.
- Established rapport with customers using active listening and interpersonal skills.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Education
Bachelor of Science - Business Marketing and Management
College of Staten Island
Staten Island, NY05.2016
Skills
- Performance Management
- Strategic Planning
- Business Development
- Performance Evaluations
- Key Performance Indicators
- Customer Relationship Management (CRM)
Certification
- Series 6, 7, 63 & 66 License
- New York State Life & Health Insurance License
- New York State Public Notary
Timeline
Client Relationship Specialist
CHARLES SCHWAB
01.2021 - Current
Sr. Specialist Relationship Banker
SANTANDER BANK
10.2017 - 01.2021
Operations Manager
HALSTON HERITAGE
06.2016 - 10.2017
Team Leader, Sales Operations
BCBGMAZAZRIA
10.2013 - 06.2016
Sales Assistant
RED ALERT INC
01.2013 - 06.2014
Bachelor of Science - Business Marketing and Management
College of Staten Island
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