Summary
Overview
Work History
Education
Skills
Certification
Community Service
Languages
Timeline
Generic

Ricardo Silva Rios

East Palo Alto,California

Summary

Versatile and professional individual with a proven track record of enhancing operational efficiency at Elevate 360. Improved client satisfaction through exceptional traffic control and customer service skills. Proficient in data interpretation and adaptable problem-solving, fostering team collaboration. Demonstrated ability in financial product sales and relationship building, driving positive outcomes for the organization. Extensive experience in cash handling and tracking cash flow.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Monterra Credit Union
06.2024 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Reconciled the daily cash balance while verifying the cash drawer totals
  • Would sometimes count all the money in the bank
  • Make mortgage payments
  • Problem-solving financial issues for clients
  • Would load up the ATM and machine that would dispense money
  • Product knowledge
  • Cash handling


Traffic Controller

Elevate 360
02.2024 - 06.2024
  • Interfaced with customers to understand expected traffic flow and equipment location mapping
  • Enforced customer backing requirements by using spotter during backing operations
  • Liaised with equipment operator upon arrival on site
  • Crossed pedestrians safely from one end to another
  • Interact with customers to guide them and give them directions if they are lost
  • Interact with customers in a friendly manner.

Sales Representative

Solar Energy Partners
06.2023 - 01.2024
  • Generated leads and maintained lists of prospective customers
  • Communicated through email, text and phone calls with customers in an adequate manner
  • Knocked on doors overcoming customer's objections and creating interest in the product
  • Give out information to generate potential leads.

Financial Services Representative

Primerica
06.2022 - 01.2024
  • Advised clients regarding accounts, pricing schedules and financing options
  • Adapted to and remained flexible in changing, fast-paced work environment
  • Worked with management teams to develop annual sales plans, goals and targets
  • Tracked sales numbers and issued progress reports to executives for review
  • Create conversations with clients to get them to feel comfortable talking to me
  • Would give customer service by hearing them talk about their high utility bill issue
  • Suggested viable solutions to improve clients' financial statuses.

Store Associate

In-N-Out Burger
10.2021 - 06.2023
  • Handled cash so the clients could get the appropriate change back in a timely manner
  • Opened and closed cash registers, balanced cash drawers and made deposits
  • Cooked the fries in a timely manner for every order
  • Bagged and packaged the food in a timely manner while assessing the needs of every car in the drive through
  • Charged every car in the drive through while also having to wash all the dishes that were used
  • Attended to customer's needs in a friendly manner while handing out their food in a timely manner
  • Problem solve any complains that came up with a clients food while also managing my fry cook area
  • Train and lead others to become better cooks and people in their area
  • Trained people in time management, customer service and how to work under pressure.

Education

Associate in Arts (A.A.) in Economics -

Canada College
05.2025

High School Diploma -

East Palo Alto Academy
CA, US
06.2022

Skills

  • Data Interpretation
  • Traffic Control Supervisor
  • Adaptability
  • Team Collaboration
  • Problem Solving
  • Customer Service
  • Conflict Resolution
  • Time Management
  • Attention to Detail
  • Financial Product Sales
  • Cash Handling
  • Cost-benefit analysis
  • Investment strategies
  • Safe Food Handling
  • Technical knowledge
  • Persuasion techniques
  • Goal-oriented mindset
  • Relationship building
  • Product knowledge
  • Strong communication
  • Cash Management
  • Customer Relationship Building
  • Retirement planning

Certification

Life Insurance License

Community Service

Leader, 06/2019 - 07/2022, EPAAF Summer Bridge, East Palo Alto, California, Managed facilities and equipment to verify proper working conditions for upcoming events., Encouraged participants to develop own activities and leadership skills through group discussions., Established relationships and support with family members and community for activity involvement., Trained workers in company procedures or policy., Organized and led group activities for customers, such as exercise routines, athletic events and arts and crafts.

Languages

English
Full Professional
Spanish
Native or Bilingual

Timeline

Financial Services Representative

Monterra Credit Union
06.2024 - Current

Traffic Controller

Elevate 360
02.2024 - 06.2024

Sales Representative

Solar Energy Partners
06.2023 - 01.2024

Financial Services Representative

Primerica
06.2022 - 01.2024

Store Associate

In-N-Out Burger
10.2021 - 06.2023

Associate in Arts (A.A.) in Economics -

Canada College

High School Diploma -

East Palo Alto Academy
Ricardo Silva Rios