Juan Jose Rivera
New Milford,NJ
Summary
Seasoned Personal Banker with over 7 years of experience in the financial industry, recognized for exceptional adherence to compliance and regulations. Proven managerial expertise in coaching peers and resolving complex customer issues, fostering strong relationships and enhancing customer satisfaction. Aiming to transition into law enforcement, leveraging relationship-building and problem-solving skills to contribute effectively to community safety.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker/Branch Lead
Wells Fargo
Tenafly, NJ
06.2021 - Current
- Facilitate the opening of consumer and business accounts, uncovering customer needs to deliver tailored benefits.
- Submit loan applications for consumer and business lines of credit, credit cards, and gather necessary information for underwriters when needed.
- Ensure branch operations and tasks are consistently compliant with regulatory standards.
- Coach and develop tellers and bankers through weekly observations, providing feedback based on customer interactions.
- Authorize teller transaction overrides, reducing risk through detailed observation of transaction specifics, including dollar amount, signature, and purpose.
- Create and publish weekly schedules, assigning branch opening and closing responsibilities.
- Ensure the correct opening of estate, trust, attorney law, and tenant accounts by meticulously reviewing documents, and complying with state and tax filing regulations.
- Guide customers through the use of online banking resources to improve their mobile banking experience.
Teller
PNC
Englewood, NJ
03.2021 - 06.2021
- Handled a variety of transactions such as payments, deposits, transfers, and withdrawals with efficiency and accuracy.
- Informed customers about the advantages of meeting with a banker and detailed available offers and incentives.
- Ensured the security of customer accounts by diligently mitigating risk and maintaining meticulous attention to detail in every transaction.
- Executed branch routine operations, including opening procedures and document retention, in compliance with branch policies.
- Counted cash daily and operated teller cash recycler machine accurately to prevent discrepancies.
Universal Banker
Valley Bank
Hasbrouck Heights, NJ
12.2020 - 03.2021
- Handled a variety of transactions such as payments, deposits, transfers, and withdrawals with efficiency and accuracy.
- Ensured the security of customer accounts by diligently mitigating risk and maintaining meticulous attention to detail in every transaction.
- Executed branch routine operations, including opening procedures and document retention, in compliance with branch policies.
- Managed customer transactions efficiently through the drive-thru window.
- Balanced and reconciled ATM cash daily to ensure accurate fund management.
Branch Sales and Service
PNC
Closter, NJ
02.2020 - 12.2020
- Handled a variety of transactions such as payments, deposits, transfers, and withdrawals with efficiency and accuracy.
- Informed customers about the advantages of meeting with a banker and detailed available offers and incentives.
- Ensured the security of customer accounts by diligently mitigating risk and maintaining meticulous attention to detail in every transaction.
- Executed branch routine operations, including opening procedures and document retention, in compliance with branch policies.
- Supported neighboring branches through timely coverage when necessary.
Teller
Kearny Bank
West Orange, NJ
07.2017 - 12.2019
- Handled a variety of transactions such as payments, deposits, transfers, and withdrawals with efficiency and accuracy.
- Ensured the security of customer accounts by diligently mitigating risk and maintaining meticulous attention to detail in every transaction.
- Executed branch routine operations, including opening procedures and document retention, in compliance with branch policies.
- Managed customer transactions efficiently through the drive-thru window.
- Balanced and reconciled ATM cash daily to ensure accurate fund management.
Education
Associate of Applied Science -
Bergen Community College
Paramus, NJ04-2018
High School Diploma -
Bergen County Christian Acedemy
Hackensack, NJ06-2012
Skills
- Fraud prevention
- Regulatory compliance
- Client relationship management
- Wealth management
- Coaching and mentoring
- Operational management
- Financial planning
- Opportunity identification
Certification
- Notary Public
- Branch Lead Designee
- SAFE Registered
- NMLS ID: 1960111
Timeline
Personal Banker/Branch Lead
Wells Fargo
06.2021 - Current
Teller
PNC
03.2021 - 06.2021
Universal Banker
Valley Bank
12.2020 - 03.2021
Branch Sales and Service
PNC
02.2020 - 12.2020
Teller
Kearny Bank
07.2017 - 12.2019
Associate of Applied Science -
Bergen Community College
High School Diploma -
Bergen County Christian Acedemy
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Beatrice BrenyaBeatrice Brenya
Direct Support Professional at The Arc of Bergen and Passaic CountyDirect Support Professional at The Arc of Bergen and Passaic County