Summary
Overview
Work History
Education
Skills
Certifications
Timeline
Generic

Stephanie Rivera

Yaphank,NY

Summary

Motivated banker with engaging personality and flexible approach to accounting. Upbeat, friendly and anticipating customer needs to facilitate enjoyable experiences. Knowledgeable Home Health Aide delivers high-quality care to individuals. Creates safe and secure environment while assisting with daily living activities. Offers friendly and understanding attitude. An established understanding of time management and detail oriented efforts regarding an extensive history in banking, book keeping, therapeutic assistance, health aide, and optimizing customer service.

Overview

39
39
years of professional experience

Work History

Therapeutic Assistant

Long Island Center For Recovery
04.2023 - 06.2023
  • Assisted in conducting needs assessments to identify key areas of service needs.
  • Developed and maintained relationships with community organizations and agencies.
  • Facilitated outreach activities to build community awareness.
  • Monitored progress towards service plan goals.
  • Determined needed and relevant interventions based on each client's cognitive abilities and current needs.

Housekeeper

Long Island Center For Recovery
05.2022 - 04.2023
  • Disinfected and mopped bathrooms to keep facilities sanitary and clean.
  • Cleaned and stocked guest rooms by replacing used towels and linens vacuuming floors, making beds, and restocking bathroom items.
  • Vacuumed rugs and carpeted areas in offices, lobbies, and corridors.
  • Notified supervisors of necessary repairs.
  • Removed bed sheets and towels from rooms and pre-treated stains to maintain and restore linen condition.

Focusing on High Maintenance Health Events

N/A
06.2023 - 01.2024

This short gap in work history was simply time well spent focused on attending to several health events that required patience and high maintenance. There has been an abundance of steps taken to assure my longevity in the work force and be able to provide the most optimal level of output upon my return.

Personal Shopper

Amazon
09.2021 - 03.2022
  • Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
  • Reviewed customer orders closely to locate desired items and checked app regularly to identify changes.
  • Memorized store layouts and planograms to fulfill orders using shortest, most efficient route.
  • Placed completed orders in labeled, temperature-appropriate storage pending customer pick up.

Personal Trainer

Stephanie Rivera
02.2007 - 05.2022
  • Trained clients during strength training, cardio vascular exercise, and stretching.
  • Demonstrated proper technique for exercises to avoid injuries.
  • Motivated clients to stay on track with fitness goals with positive and friendly approach.
  • Assisted clients with personal fitness goals through realistic objectives.
  • Designed specific nutritional plans and workout systems for individual clients based on performance ability.
  • Grew customer base through word-of-mouth referrals based on customer satisfaction and results.

Universal Banker

Valley National Bank
02.2020 - 08.2020
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Establish/maintain business and personal accounts.
  • Responsible for achieving individual sales, referral and service quality goals.
  • Discuss and sell loan products to existing/potential clients.

Financial Services Representative

Suffolk Federal Credit Union
12.2013 - 09.2017
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.

Financial Services Representative

Teacher's Federal Credit Union
10.2012 - 05.2013
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Conducted market research and analysis to identify investment opportunities.
  • Assisted in troubleshooting online banking issues.
  • Branch proofing and facilitating EOD procedures.

Neurodiagnostic Sales Representative

Athena Diagnostics
09.2005 - 02.2007
  • Increase sales with neurologists and hospital labs within an assigned territory.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Recipient of 2006 T2 Jump STart Award for #1 product line (106% to goal).
  • Finished 2005 ranked #6 with 104% goal attainment.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Recipient of the Operation MDA Award for 2005/2006.
  • Converted hospital accounts to Athena direct business.

District Manager

ADP
04.2004 - 08.2005
  • Supervised 30+ locations to enforce high-quality standards of operation.
  • Provide businesses with outsourced solutions in the areas of Payroll and Human Resources, via Citibank referrals.
  • Demonstrated resilience and competitiveness resulting consistently in 168% of YTD goals
  • Grew business via bank channel sector by 102% over previous years.
  • Exercised excellent time management skills by meeting requirements of overseeing 21 Financial Centers. Prospecting and visiting existing clients on a weekly basis.
  • Partnered with Financial Center Business Banking Officers to deepen the FC relationships with their clients by offering them a wealth of additional employer services.

Client Financial Analyst

Citibank
12.2002 - 04.2004
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Bank at Work Champion for Islip MacArthur Financial Center
  • Assist Financial Center Manager in various projects and incentive programs for staff and clients.
  • SUpport and create lead referrals for Citi Mortgage and Citi Investment Services.

Senior Accountant

Catholic Health Services
01.1991 - 12.2002
  • Prepared monthly journal entries and reconciliations.
  • Reconciled accounts and created documents for monthly closure procedures.
  • Completed year-end closing processes with controllers and external auditors.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Fixed Asset analysis & Statistical Discharge reporting.

Staff Accountant

Del Laboratories
06.1988 - 12.1990
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.

New Accounts Representative

Riverhead Savings Bank
02.1985 - 01.1988
  • Presented new and additional products and services to existing customers.
  • Resolving any client account issues and troubleshooting.
  • Discuss limits, requirements or fees associated with an account
  • Direct clients to other banking professionals for additional services.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.

Merchant Services

Riverhead Savings Bank
08.1984 - 02.1985
  • Elevated merchant services by building and managing productive partnerships.
  • Delivered services to customer locations within specific timeframes.
  • Provided professional services and support in a dynamic work environment.
  • Cash checks and pay out money after verifying that signatures are correct/that written and numerical amounts agree or that accounts have sufficient funds.
  • Enter customer transactions into computers to issue computer-generated receipts.
  • Count currency, coins, and checks received by hand or using currency-counting machine to prepare them for deposit/shipment to branch banks and Federal Reserve Bank.
  • Merchant Services/Admissions Education.

Education

Bachelor of Accountancy - Accounting

Dowling College
Oakdale, NY
06.1988

Skills

  • Bookkeeping
  • Cash Flow Analysis
  • Case Documentation
  • Relapse prevention
  • Behavioral Management
  • Care Plan Assessment
  • Progress Documentation

Certifications

B.B.A Accounting


Certified in Peer Advocacy


Therapeutic Assistance


A.F.A.A  (Athletics and Fitness Association of America)


I.S.S.A (The International Sports Sciences Association)

Timeline

Focusing on High Maintenance Health Events

N/A
06.2023 - 01.2024

Therapeutic Assistant

Long Island Center For Recovery
04.2023 - 06.2023

Housekeeper

Long Island Center For Recovery
05.2022 - 04.2023

Personal Shopper

Amazon
09.2021 - 03.2022

Universal Banker

Valley National Bank
02.2020 - 08.2020

Financial Services Representative

Suffolk Federal Credit Union
12.2013 - 09.2017

Financial Services Representative

Teacher's Federal Credit Union
10.2012 - 05.2013

Personal Trainer

Stephanie Rivera
02.2007 - 05.2022

Neurodiagnostic Sales Representative

Athena Diagnostics
09.2005 - 02.2007

District Manager

ADP
04.2004 - 08.2005

Client Financial Analyst

Citibank
12.2002 - 04.2004

Senior Accountant

Catholic Health Services
01.1991 - 12.2002

Staff Accountant

Del Laboratories
06.1988 - 12.1990

New Accounts Representative

Riverhead Savings Bank
02.1985 - 01.1988

Merchant Services

Riverhead Savings Bank
08.1984 - 02.1985

Bachelor of Accountancy - Accounting

Dowling College
Stephanie Rivera