Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Ricardo Tapia

Deltona,FL

Summary

Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Relationship Banker

Wells Fargo
Daytona Beach, Florida
09.2013 - Current

Dynamic Banker at Wells Fargo, with expertise in customer service and fraud protection. Responsible for managing customer accounts, providing tailored financial solutions, and fostering strong client relationships. Specializing in fraud detection and prevention, utilizing advanced tools to identify suspicious activities and educate clients on best practices for account security. Collaborated with internal teams to investigate potential fraud cases, ensuring compliance with regulatory standards, while enhancing client trust and satisfaction. Committed to delivering exceptional service and contributing to the financial well-being of clients.

Assistant Teacher

New York City Public Schools
Bronx, NY
09.2007 - 05.2012
  • Proficient in assisting teachers in the implementation of lesson plans, managing classroom activities, and fostering a positive learning environment. Skilled in providing one-on-one support to students, facilitating their academic and social development. Committed to promoting inclusivity and encouraging student engagement. Strong communicator with the ability to collaborate effectively with educators, parents, and support staff to enhance student outcomes.

Education

Associate of Arts -

College of Mount Saint Vincent
Riverdale, NY
06-2002

High School Diploma -

St. Raymond's High School
Bronx, NY
06-1999

Skills

  • Relationship building and management
  • Account closings
  • Financial Advising
  • Account audits
  • Policy development and implementation
  • Recordkeeping requirements
  • Helping customers with fraud claims
  • Detect any red flags in wires or transactions

Certification

  • Series 6, 63 and 214 Life Insurance licenses

Languages

Spanish
Native/ Bilingual

Timeline

Relationship Banker

Wells Fargo
09.2013 - Current

Assistant Teacher

New York City Public Schools
09.2007 - 05.2012

Associate of Arts -

College of Mount Saint Vincent

High School Diploma -

St. Raymond's High School
Ricardo Tapia