Jason Rivera
Redwood City,CA
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Chase Bank
10.2019 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Lead Teller Operations Specialist
Chase
10.2014 - 10.2019
- Served as a key point of contact for customers, building trust through exceptional service and communication skills.
- Managed high-volume cash transactions with precision, ensuring accurate daily account reconciliation.
- Leveraged data-driven insights from reporting tools to monitor performance trends and identify areas requiring improvement or intervention.
- Played a crucial role in community outreach initiatives to promote the bank''s presence and foster positive relationships with local businesses and organizations.
- Enhanced customer satisfaction by efficiently handling and resolving banking inquiries and concerns.
- Provided ongoing coaching support for new hires, enabling them to quickly acclimate to the job requirements while delivering outstanding customer experiences.
- Maintained compliance with all federal and state regulations, minimizing potential risks and penalties for the bank.
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Banking operations knowledge
- Account updating
- Marketing campaigns
Timeline
Relationship Banker
Chase Bank
10.2019 - Current
Lead Teller Operations Specialist
Chase
10.2014 - 10.2019