JESSICA RIVAS
Los Angeles,CA
Summary
Banking professional with expertise in customer relationship management, transaction accuracy, compliance, and fraud monitoring. Proven track record in resolving customer issues, enhancing satisfaction, and improving retention rates.
Overview
1
1
Language
1
1
Certification
7
7
years of professional experience
Work History
Retail Relationship Banker
BMO Harris Bank NA
Los Angeles, CA
09.2024 - Current
- Educated clients on banking products to fulfill financial needs.
- Resolved customer complaints and delivered solutions promptly.
- Processed transactions efficiently while adhering to bank policies and regulations.
- Monitored customer account activity to identify suspicious transactions or potential fraud cases.
- Conducted financial assessments to recommend suitable banking options.
- Developed relationships with clients through regular follow-up communication.
- Provided training to new employees regarding retail banking operations.
Universal Banker
Bank of the West
Los Angeles, CA
01.2023 - 09.2024
- Processed customer transactions accurately and efficiently.
- Assisted clients with account inquiries.
- Collaborated with team members to ensure seamless daily branch operations.
- Maintained compliance with banking regulations and internal policies.
- Resolved customer issues promptly.
- Managed cash handling procedures, ensuring accuracy in funds.
- Modified, opened, and closed customer accounts.
- Answered telephone inquiries regarding account balances, fees, and general information.
- Verified customer identity through various identification forms.
Teller
Bank of the West
Los Angeles, CA
04.2022 - 01.2023
- Processed customer transactions with accuracy and efficiency, including deposits and loan payments.
- Assisted customers with account inquiries and various banking services.
- Managed cash drawer and balanced funds daily to ensure financial integrity.
- Ensured compliance with bank policies and regulations.
- Collaborated with team members to enhance service delivery and operational effectiveness.
- Maintained confidentiality of customer information.
- Identified and reported fraudulent activities or suspicious behavior to management.
Manager
Pho Ever Bistro
Gardena, CA
01.2020 - 01.2022
- Supervised daily operations to optimize workflow in the fast-paced restaurant.
- Trained and mentored staff on customer service standards and food safety practices.
- Developed and implemented strategies that increased customer satisfaction and loyalty.
- Resolved customer complaints effectively to enhance the dining experience.
- Managed inventory levels by ordering supplies, ensuring timely availability of menu items.
- Collaborated with kitchen staff to streamline food preparation processes.
- Recruited and hired qualified candidates.
- Monitored budgets and expenditures to ensure cost-effectiveness.
Education
Associate’s Degree - Administration of Justice
Cypress College
Cypress, CAHigh School Diploma - undefined
Alliance Marc And Eva Stern Math And Science School
Los Angeles, CASkills
- Customer Relationship Management
- Customer Service
- Financial Product Sales
- Banking Software Proficiency
- Branch Operations
- Transaction Accuracy
- Cash Handling
- Account Assessment
- Compliance Monitoring
- Loss Prevention
- Customer Onboarding
- Client Retention Strategies
- Team Collaboration
- Employee Training
- Inventory Management
- Recordkeeping Requirements
- Fraud Prevention
Certification
NMLS: 2486054
LANGUAGES
Spanish
Timeline
Retail Relationship Banker
BMO Harris Bank NA
09.2024 - Current
Universal Banker
Bank of the West
01.2023 - 09.2024
Teller
Bank of the West
04.2022 - 01.2023
Manager
Pho Ever Bistro
01.2020 - 01.2022
High School Diploma - undefined
Alliance Marc And Eva Stern Math And Science School
Associate’s Degree - Administration of Justice
Cypress College