Summary
Overview
Work History
Skills
Languages
Timeline
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Ricardo Caballero

San Francisco,CA

Summary

Self-driven and enthusiastic professional with ten years of experience, recognized for efficient management and rapid career advancement. Highly organized and humble, capable of establishing long-term positive relationships. Seeking a challenging position to contribute skills and grow alongside the firm.

Overview

11
11
years of professional experience

Work History

Client Service Analyst

JPMorgan Chase
06.2023 - Current
  • Focused primarily on Wire Operations, with cross-training in processing maintenance requests.
  • Proactively identified potential issues affecting client's accounts, taking steps to address them before they escalated into larger concerns.
  • Collaborated cross-functionally with other departments to ensure seamless delivery of services across the organization''s offerings.
  • Demonstrated adaptability by quickly learning new software programs and industry-specific regulations to better serve clients'' needs.

Specialist I Client Support

First Republic Bank
12.2019 - 05.2023
  • Lead of Annual Wire project and selected for internal quarterly projects.
  • Interacted with team members across departments to research and resolve client's issues.
  • Followed all company policies and procedures to deliver quality work.
  • Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.

Senior Personal Banker

Wells Fargo
02.2017 - 12.2019
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
  • Balanced Branch, teller drawers, and ATM cash.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Account Manager

Berkeley Executives
01.2015 - 02.2017
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Oversaw new business development and customer servicing.
  • Developed highly profitable pipeline based on multiple sales penetration techniques.

Skills

  • Risk Management Mindset
  • Application Process Improvement
  • Policy and Procedure Adherence
  • Analytical thinking
  • Quality assurance
  • Microsoft office

Languages

Spanish
Native or Bilingual

Timeline

Client Service Analyst

JPMorgan Chase
06.2023 - Current

Specialist I Client Support

First Republic Bank
12.2019 - 05.2023

Senior Personal Banker

Wells Fargo
02.2017 - 12.2019

Account Manager

Berkeley Executives
01.2015 - 02.2017

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Ricardo Caballero