Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic
Jessica I  Rivera-Harris

Jessica I Rivera-Harris

VP/Treasury Implementation Advisor
Newington,CT

Summary

A dynamic leader with a proven track record at Bank of America, NA, I excel in portfolio optimization and fostering robust client relationships. Spearheaded major financial projects, achieving strategic goals through innovative solutions and cross-functional team leadership. Expert in risk management and customer service, I drive growth and operational excellence.

Experienced Customer Service Executive with over 20 years in the financial & banking industries, specializing in both team & project management, staff training, and operational excellence. Known for fostering collaboration across teams & stakeholders to streamline processes, elevate customer satisfaction, and achieve strategic objectives. Recognized as a detail-oriented and adaptable leader, consistently delivering outstanding results in various professional environments.

Overview

21
21
years of professional experience
1
1
Certification

Work History

VP , Treasury Implementation Advisor

Bank of America, NA
Farmington, CT
04.2015 - Current

· Serve as the primary project liaison for domestic and international commercial and public sector clients, managing a portfolio ranging from $50M to $2B, ensuring tailored financial solutions meet strategic needs.

· Directly implement all projects and client requests, collaborating closely with key stakeholders to ensure seamless execution and alignment with client objectives and regulatory requirements.

· Conduct and facilitate web-based conference calls to foster communication and alignment among stakeholders throughout project lifecycles.

· Manage legal documentation, including contract reviews and client correspondence, to uphold rigorous operational standards and ensure high client satisfaction.

· Develop and facilitate the Sales & Service Specialist Foundational Skills training program for the New England Region, enhancing team capabilities to deliver exceptional client service.

AVP, Financial Center Manager

Bank of America, NA
Greater Hartford Area
11.2003 - 04.2015
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Assisted in recruiting, hiring and training of team members.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reported issues to higher management with great detail.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Reduced operational risks while organizing data to forecast performance trends.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Education

No Degree - Finance

New England College of Finance
Hartford, CT
05-2003

High School Diploma -

Hartford High School
Hartford, CT
06-1996

Skills

  • Targeted marketing
  • Portfolio optimization
  • Forecasting
  • Performance data analysis
  • Recruiting and hiring
  • Product demonstrations
  • Training and mentoring
  • Client relationship building
  • Cross-functional team leadership
  • Customer service
  • Customer education
  • Performance monitoring
  • Process improvement
  • Team leadership
  • Decision-making
  • Loan origination and underwriting
  • Customer prospecting
  • Documentation and reporting
  • Staff development
  • Operations management
  • Presentations
  • Risk management
  • Human resources management
  • Policy and procedure development
  • Performance monitoring and evaluation
  • Coaching and mentoring
  • Metrics tracking
  • Innovation management
  • Public speaking
  • Business development
  • Sales leadership
  • Event networking
  • Staff recruiting and retainment
  • Relationship building
  • Critical thinking
  • Corporate communications
  • Verbal and written communication
  • Results-driven
  • Complex Problem-solving
  • Staff training
  • Lead generation
  • Customer and employee rapport

Accomplishments

  • Supervised team of 20 staff members.
  • Collaborated with team of 200 in the launching of new bank systems
  • Resolved product issue through consumer testing.
  • Top Banking Center Winner in 2012, 2013 & 2015
  • Excellence in Home Loans Sales in 2011, 2012 & 2013
  • Annual Top 5% Team in 2013, 2014 & 2015
  • One Team Annual Award Q3 & Q4 2013
  • Community Award Recipient in 2012, 2013 & 2019

Certification

CT-Life Insurance

Series 63

Series 6

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
Italian
Elementary
Portuguese
Elementary

Timeline

VP , Treasury Implementation Advisor

Bank of America, NA
04.2015 - Current

AVP, Financial Center Manager

Bank of America, NA
11.2003 - 04.2015

No Degree - Finance

New England College of Finance

High School Diploma -

Hartford High School
Jessica I Rivera-HarrisVP/Treasury Implementation Advisor