Uipath
Jordy Ruiz
Summary
Data Scientist with more than 5 years in Financial industry with experience in Data analysis, Business process Automation, and business reporting insights using SQL Server. Passionate about Data and how to transform in Key business insights.
Overview
7
7
years of professional experience
1
1
Certification
2
2
Languages
Work History
Business Application Analyst
International Finance Bank
08.2022 - Current
- Synergy Admin (Bank Documentation repository)
- Create, maintain and troubleshoot reports in JHAKNOW. (Automated platform to distribute reports using SQL Server Reporting Services (SSRS) - Created 25 new reports so far
- Creation, Design, Testing and deployment of Automation Business processes using JH Enterprise Workflow (Jack Henry, Automation Platform) optimizing 15 business processes so far that resulted in business cost reduction of 3%
- Creation, Design, Testing and deployment of Automation robots using UIPATH software creating automation searches for bank so far reducing account opening process (Individual research) from 3 Hours to an average of 2 minutes saving around 60k per year in business cost.
- Implementation and maintenance of educational and training platform for the bank implementing and administering e-learning curriculum for the bank.
- Completion of 33% so far of the help desk tickets for Devops Department.
- Assisting in Designing and deployment of in house application created in C# .NET CORE Language. (3 Applications : Account Document System (ADS) Loan In Process System (LIPS) and BSA Dashboard.
- Assisting Department with Integration Tools using SQL Server Integration Services as ETL tool. (1 Project so far)
Investment Advisor
IFB Wealth Management
02.2022 - 08.2022
- Manage a 50MM Investment Portfolio for international Customers.
- Increase average clients by 5% in a quarter
- Provide Investment Advice to Bank customer that wants to invest
- Communicate with clients concerning their portfolios and guide through the market movements
- Serve as Financial Advisor by presenting portfolios to increase the number of investment in the organization.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Researched and evaluated potential investment products for clients.
Relationship Banker
Wells Fargo
08.2021 - 02.2022
- Identify and Uncover Investments needs for affluent banking customers with objective of provide segmentation with Financial Advisors
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities and any other investment products
- Implemented strategies to increase customer retention, enabling investment growth.
- Continually boosted branch production and revenue 2% by consistently meeting all monthly and quarterly sales goals.
- Working currently with Financial Advisor at WF Advisors.
- 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.
- Series 7 and Series 66 Investment License Holder
Personal Banker I
Wells Fargo
10.2018 - 08.2021
- Exceptional Customer Service by addressing financial needs by being awarded from Wells Fargo Corporate Golden spoke Award 2020
- Dominated Credit concepts for Credit Applications resulted in number one award for best credit conversions and loan origination numbers at district level
- Build credit analysis model within branch with support of management to increase credit conversation to support sales target and improve Banker credit sales performance three Quarters in row using Excel
- Segmentation to partners to help meet customers’ broader financial needs resulting in increase in home mortgage products from January to August 2021
- Help resolve customer concerns and escalate issues as needed
- Handling customer complex financial situations with expertise resulted in great book of business increasing overall branch production in year (2020)
- Mentor peers in credit knowledge and application reevaluation
- Assisting Business customers with financial needs and segmentation as appropriate to proper channel
- Fraud detection implementing USA Patriot Act and AML regulations resulted in increase in customer retention
- Awarded title of mobile specialist which consist of helping customer and businesses to manage Bank digital platform and online services by guiding them through setup, maintenance and inquires on digital services
- Financial analysis to middle-income customers and businesses by providing financial guidance to improve budget and savings plan resulted in increase in customer satisfaction that increase overall branch customer retention.
Customer Service Representative
Check Cashing USA
12.2016 - 10.2018
- Managed cash stock and inventory balances accurately with few or no errors on log
- Computed accurate sales prices for purchase transactions have been awarded as a manager in duty to help new employees with adaptation
- Designated the store as a system manager specialist by controlling counterfeit checks, impersonation, and money laundering activities resulted in decreasing loss and increasing awareness in the team
- Knowledge and Application of CFPB procedures (AML, CTR, SAR) and successfully having satisfactory regulation audits 2 years in a row.
- Responsible to file accurate possible fraud reports to the appropriate department and escalate them as needed
- Provided bilingual Spanish/English customer service resulting in an increase in customer satisfaction.
IT Services
Betty Blanco PA (Part Time)
08.2017 - 12.2017
- Performed Setup, Configuration, and Scanned Customer Legal Documents to Web Platforms (5 Computers)
- LAN network configuration and setup ISP server configuration
- Repair and Maintenance of Computers and Printers
- Responsible to provide written Technical reports detailing steps taken towards installation and implementation of the project
Education
Bachelor of Science - Computer Information Technology
Florida International University
Miami, FL12.2020
Springboard Data Analysis Career Track Certification -
Springboard
Online Data Analysis Bootcamp02.2022
Skills
- Microsoft Excel
- Data Analysis
- Banking
- Customer Experience
- Python
- SQL Server (SSMS)
- SQL Server Reporting and Integration Services (SSRS, SSIS)
- ETL
- Power BI
- Tableau
- UIPATH
- Synergy Admin, Silverlake and other Jack Henry products
Certification
- Notary Public
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities License September 2021 FL-214
- Security Industry Essentials Licensed October 2021
- FINRA Series 7 November 2021
- FINRA Series 66 January 4, 2022
Activities
- American Association of Notaries
- National Society of Leadership and Success member inducted
- Wells Fargo Golden Spoke Award Winner 2020
- Full Time Missionary of the Church of Jesus Christ of Latter-Day Saints (Barranquilla Colombia June 13, 2012 - April 9, 2014)
- Designated Mobile Specialist in Wells Fargo Westland Branch
- Springboard Projects Data Analysis
Software
Enterprise Workflow
SQL Server Management Studio
SQL Server Integration Services
SQL Server Reporting Services
Python
Power BI
Timeline
Business Application Analyst
International Finance Bank
08.2022 - Current
Investment Advisor
IFB Wealth Management
02.2022 - 08.2022
Relationship Banker
Wells Fargo
08.2021 - 02.2022
Personal Banker I
Wells Fargo
10.2018 - 08.2021
IT Services
Betty Blanco PA (Part Time)
08.2017 - 12.2017
Customer Service Representative
Check Cashing USA
12.2016 - 10.2018
Bachelor of Science - Computer Information Technology
Florida International University
Springboard Data Analysis Career Track Certification -
Springboard
- Notary Public
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities License September 2021 FL-214
- Security Industry Essentials Licensed October 2021
- FINRA Series 7 November 2021
- FINRA Series 66 January 4, 2022
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