Paul Riesgo
Phoenix,AZ
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
10
10
years of professional experience
Work History
Banker
Comerica Bank
05.2023 - Current
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Provided expert guidance on investment strategies, optimizing portfolios to maximize returns for clients.
- Educated customers on features and benefits of banking products and services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Spearheaded community outreach initiatives to establish strong connections with local organizations and promote the bank''s commitment to social responsibility.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Evaluated client financial positions and identified most appropriate banking products.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Fraud Account Supervisor
JP Morgan Chase
04.2022 - 03.2023
- Evaluated customer data to identify and prevent fraudulent activities.
- Collaborated with cross-functional teams to develop fraud prevention strategies and policies.
- Streamlined internal processes for quicker response times, leading to more effective fraud mitigation efforts.
- Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
- Facilitated strong interdepartmental cooperation, sharing knowledge and resources to combat fraud across all areas of the organization effectively.
Senior Operations Specialist
JP Morgan Chase
04.2020 - 04.2022
- Cultivated strong relationships with key stakeholders both internally and externally, contributing to organizational success and a positive work environment.
- Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
- Coordinated logistics efforts such as shipping schedules or transportation arrangements to ensure timely delivery of products or services to customers worldwide.
- Collected, arranged, and input information into database system.
- Established clear communication channels between departments, fostering collaboration on shared goals and accelerating problem resolution times.
Supervisor High Balance
American Express, AMEX
05.2014 - 03.2020
- Conducted routine inspections to check quality and compliance with established specifications.
- Maintained compliance with company policies, objectives, and communication goals.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Collected, arranged, and input information into database system.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Evaluated employee performance and coached and trained to improve weak areas.
- Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
- Developed effective improvement plans in alignment with goals and specifications.
Education
Some College (No Degree) -
Glendale Career College
Glendale, AZSkills
- Java
- Python
- JavaScript
- HTML
- CSS
- Portfolio Management
- Financial Statements
- Relationship Building
- Bank Deposits
- Cash Handling
- Attention to Detail
- Customer Service-Oriented
- Resourcefulness
- Product and Service Sales
- Cross-selling expertise
Timeline
Banker
Comerica Bank
05.2023 - Current
Fraud Account Supervisor
JP Morgan Chase
04.2022 - 03.2023
Senior Operations Specialist
JP Morgan Chase
04.2020 - 04.2022
Supervisor High Balance
American Express, AMEX
05.2014 - 03.2020
Some College (No Degree) -
Glendale Career College
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