Rosanyi Vivenes
Bronx
Summary
Motivated and dedicated banking professional with extensive experience in building strong relationships with clients and delivering stellar customer service. Experienced with private client banking, emphasizing relationship management, financial planning, and investment strategies. Established expertise in banking operations, administrative operations and maintaining client accounts/information. Highly organized in managing priorities, projects and tasks. Utilizes deep understanding of client needs to offer tailored financial solutions. Track record of fostering trust and achieving client satisfaction through effective communication and service. Knowledgeable Private Client banker with solid background in managing high-value client portfolios and delivering personalized financial solutions. Demonstrated success in building strong client relationships and driving satisfaction through tailored investment strategies. Proficient in financial analysis and risk management.
Knowledgeable Private client banker with solid background in managing high-value client portfolios and delivering personalized financial solutions. Demonstrated success in building strong client relationships and driving satisfaction through tailored investment strategies. Proficient in financial analysis and risk management.
Overview
13
13
years of professional experience
Work History
Private Client Banker
JP Morgan Chase
01.2023 - Current
- Manage client banking relationships. Establish trust and provide excellent customer service ensuring a superior experience.
- Serve as point of contact for clients and potential customers regarding their accounts. Conduct account reviews and provide banking expertise to generate growth within their accounts.
- Generate business results and acquire new assets, both from existing client base and new client acquisition
- Collaborate and partner with Mortgage Bankers, Client Advisors and Business Manager specialists to deliver individualized financial services and solutions to clients, connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
Relationship Banker
JP Morgan Chase
01.2020 - 01.2023
- Developed and maintained client relationships by providing knowledge and education on banking products and technology.
- Engaged with clients on a daily basis to discover their financial and banking needs. Offer service and product solutions.
- Served as Manager on Duty and point of escalation as necessary. Address and resolve client’s issues effectively and in a timely manner. Manage branch operations and administrative functions ensuring all policies and procedures are followed.
- Supervised, trained and continuously coached employees on how to provide exceptional customer service. Emphasis placed on active listening to ensure the customer needs are met.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Sales Associate
Sterling National Bank
11.2016 - 01.2020
- Processed various banking transactions accurately and efficiently. Delivered high quality customer service to clients.
- Responded to client inquiries and concerns by researching and providing appropriate solutions. Identify cross-selling opportunities based on client needs.
- Responsible for administrative and operational functions including cash control, daily reports, audits and consolidations. Ensure compliance with all regulatory requirements.
Service Manager
Wells Fargo Bank
01.2012 - 12.2015
- Oversaw teller transactions and provided appropriate transaction approvals and escalation support when necessary.
- Provide coaching and feedback to ensure consistent service, team performance and excellent customer satisfaction.
- Ensure branch’s compliance with all operational regulations, sales and service processes, policies and procedures, and completion of compliance requirements.
- Managed new team member orientation and onboarding. Trained all staff on customer service expectations and transaction accuracy.
Education
Associates of Arts - Humanities
Westchester Community College
Valhalla, NY01.2019
Skills
- Series 6/63 Licenses
- SIE
- Client Relationship Building
- Business and Administrative Operations
- Customer Service Oriented
- Written & Verbal Communication
- Team Management
- Problem Solving
- Microsoft Office
- Attention to Detail
- Bilingual: English & Spanish
- Zoom
- Credit analysis
- Mutual funds
- Client acquisition
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Private Client Banker
JP Morgan Chase
01.2023 - Current
Relationship Banker
JP Morgan Chase
01.2020 - 01.2023
Sales Associate
Sterling National Bank
11.2016 - 01.2020
Service Manager
Wells Fargo Bank
01.2012 - 12.2015
Associates of Arts - Humanities
Westchester Community College
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