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
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
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