Mildred Rivera
Jupiter,FL
Summary
Dynamic Financial Service Associate with a proven track record at Amtrust Bank, excelling in client education and regulatory compliance. Adept at managing multiple accounts and fostering strong client relationships, I leverage financial analysis and exceptional customer service to drive satisfaction and achieve business goals.
Overview
24
24
years of professional experience
Work History
Financial Service Associate
Amtrust Bank
Wellington, FL
05.2005 - 11.2024
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Educated customers about different types of products available from the company's portfolio.
- Assisted clients in understanding complex financial concepts and instruments.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Ensured that all customer inquiries were answered promptly and completely.
- Developed and maintained relationships with clients to ensure satisfaction.
- Built and maintained strong client relationships through exceptional service and communication.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Processed transactions quickly and accurately in accordance with established procedures.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Established strong and positive working relationships within organization to contribute to team success.
- Cross-sold bank products and services based on customer needs to boost sales.
Sales Design Consultant
JCPenney
Boynton Beach, FL
01.2005 - 10.2021
- Maintained accurate records of customer orders and payment transactions in the company database system.
- Generated sales reports to track progress towards monthly goals.
- Provided guidance to clients regarding furniture selection, fabric choices, flooring options, lighting fixtures, color schemes.
- Assisted customers in selecting appropriate products that met their needs while staying within their budget limitations.
- Developed lasting relationships with customers, leading to increased sales and mutually beneficial satisfaction.
- Organized store by returning merchandise to proper areas and restocked displays.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
- Placed special orders or called other stores to find desired items.
- Computed purchases and received and processed cash or credit payment.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
Assistant Manager
CheckSmart
Lake Worth, FL
01.2001 - 12.2004
- Supervised daily operations including scheduling shifts, assigning duties.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Managed customer service inquiries and complaints in a timely manner.
- Developed a system for tracking inventory and ordering supplies as needed.
- Collaborated with management on developing strategic plans for achieving business goals.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Recruited and trained new employees to meet job requirements.
Education
Associate of Arts - Interior Design
The Art Institutes
Fort Lauderdale, FL06-2018
High School Diploma -
Louis D.Brandeis
New York, NY06-1971
Some College (No Degree) - Business Administration
New York Community College
New YorkSkills
- Financial analysis
- Regulatory compliance
- Client education
- Account management
- Customer service
- Sales reporting
Languages
Spanish
Professional
References
References available upon request.
Timeline
Financial Service Associate
Amtrust Bank
05.2005 - 11.2024
Sales Design Consultant
JCPenney
01.2005 - 10.2021
Assistant Manager
CheckSmart
01.2001 - 12.2004
Associate of Arts - Interior Design
The Art Institutes
High School Diploma -
Louis D.Brandeis
Some College (No Degree) - Business Administration
New York Community College
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