RACHAEL NOBRIGA-MEZA
Rialto,CA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Legal and Finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Smart professional with talents in planning, budgeting and forecasting.
Overview
35
35
years of professional experience
Work History
Office Assistant III
Riverside County Human Resources
Riverside, CA
03.2022 - Current
- Completed clerical tasks such as filing, copying and distributing mail.
- Interacted with customers by phone, email or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Delivered clerical support by handling range of routine and special requirements.
- Executed record filing system to improve document organization and management.
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
- Verified accuracy of business records by consistently updating customer information.
- Oversaw automated tracking and documentation of data, client correspondence and office operations.
- Assessed financial statements and records.
- Inspected general ledger for accuracy.
- Recommended changes in internal audit controls.
- Completed planning, budgeting, and fieldwork and for audit engagements.
- Streamlined document processing to improve traceability
- Created detailed expense reports to facilitate reimbursement for business expenses incurred
Personal Banker Officer
JP Morgan Chase BANK
RANCHO CUCAMONGA, CA
04.2010 - 04.2021
- Court Document intake support:
- Preparing for civil cases such as:
- Probate, Family law custody Child Support Lawsuit involving bank and client
- Advising clients about life insurance
- Client support in business operations and accounting
- Customer resolutions specialist
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database
- Answered customer questions and explained available services such as deposit accounts, bonds and securities
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
- Worked with clients to address and respond to client and partnership management issues
- Developed summaries to assess each client's participation level and determine targets for follow-up plans
- Approached prospective clients through cold calling and emails to meet sales targets
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Legal Assistant Intern
Riverside Public Defenders Office
Riverside, CA
05.2019 - 12.2020
- Senior Department of Record criminal record expungement, Veteran Affairs Court, mental health court and criminal insane court
- Duties included:
- Interviewing perpetrators,
- Interviewing and relaying plea bargains
- Call support for large court case files
- Filing court motions, depositions, declarations
- Supervised appointment scheduling for 5 attorneys and made adjustments and changes through Riverside Criminal court application
- Coordinated trial exhibits by organizing materials, writing documentation and preparing digital materials and displays
- Answered client calls to respond to inquiries, using open-ended questioning skills to attain applicable information
- Reviewed legal information and proofed documentation for errors
- Adhered to privacy laws to avert possible information breaches and protect client data
- Prepared written correspondence for attorneys
- Assisted with client interviews and took meticulous notes for inclusion in reports
- Took part in meetings both internal and at clients' locations
- Provided assistance on compliance projects
- Created highly researched and articulate legal paperwork such as pleadings, contracts and briefs.
Office Assistant Manager
Wells Fargo Bank
Palmdale, CA
06.2005 - 04.2022
- On duty for approvals of transactions
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies
- Promoted financial products by maintaining excellent service offering knowledge
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Expanded client base by promoting new financial products
- Achieved consistent recognition as top sales performer
- Created innovative financial solutions to meet customer needs and provide competitive edge
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback
- Maximized revenue through improved sales techniques and branch productivity
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Identified and investigated variances to financial plans and forecasts.4.5 million
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
Personal Banker
Wells Fargo Bank
Palmdale, CA
06.2004 - 01.2010
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Achieved consistent recognition as top sales performer.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Maximized revenue through improved sales techniques and branch productivity.
Education
Bachelor of Arts - Political Science and Government
Grand Canyon University
04.2023
Associate of Science - Behavior and Social Science, Paralegal Studies
Riverside City College
12.2020
Skills
- Court trial attendance
- Litigation review
- Legal documentation
- Electronic filing system organization
- Appointment Scheduling
- Document filing
- Portfolio assessment
- Relationship building and management
- Business Development
- Branch management
- Cash Handling
- Financial Advising
- Sales expertise
- Problem Anticipation and Resolution
- Employee Training Oversight
- Operational Reporting
Timeline
Office Assistant III
Riverside County Human Resources
03.2022 - Current
Legal Assistant Intern
Riverside Public Defenders Office
05.2019 - 12.2020
Personal Banker Officer
JP Morgan Chase BANK
04.2010 - 04.2021
Office Assistant Manager
Wells Fargo Bank
06.2005 - 04.2022
Personal Banker
Wells Fargo Bank
06.2004 - 01.2010
Bachelor of Arts - Political Science and Government
Grand Canyon University
Associate of Science - Behavior and Social Science, Paralegal Studies
Riverside City College
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