Ulises Valencia-Rivera
Montevallo
Summary
Developed comprehensive client management skills and adeptness in financial advisory within fast-paced banking environment. While making sure to follow current and changing banking regulations. With two years in banking I am eager to learn more and develop within this field while seeking to help our clients understand their own financial needs. With utilizing my cross training as a Personal Banker 1 and as a back up BSS ( Branch Service Supervisor) I will be a great asset to this area of the company.
Overview
7
7
years of professional experience
Work History
Personal Banker 1
Synovus Bank
10.2022 - Current
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Cross trained to help Relationship Bankers and Branch Service Supervisors incase back up is needed.
- Helped customers effectively navigate bank technology such as kiosks and mobile access to reduce common questions and unprofitable interactions.
- Managed branch vault and cash supply to keep appropriate level of currency on hand.
Janitorial Assistant Manager
Trust Building Services
01.2018 - 12.2022
- Improved overall appearance of the facility with thorough dusting and polishing procedures.
- Assisted with inventory management for cleaning supplies, ensuring adequate stock levels.
- Managed time efficiently while adhering to a strict schedule of daily, weekly, and monthly cleaning tasks to keep facilities looking their best at all times.
- Accomplished multiple tasks within established timeframes.
- Oversaw inventory management, optimizing stock levels, and reducing waste.
Part Time Bank Teller
Synovus Bank
07.2022 - 10.2022
- Verified financial transactions for accuracy, reducing errors and discrepancies.
- Managed cash drawer to ensure accurate daily balances and maintain security.
- Conducted end-of-day procedures to finalize daily transactions accurately.
- Engaged with customers to understand needs and suggest appropriate services.
- Supported branch goals with efficient handling of financial transactions.
- Received loan and utility payments, sending funds to correct destinations.
Education
Associate of Science - Data Analysis
Jefferson State Community College
Birmingham, AL11-2025
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Regulatory compliance
- Teller support
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker 1
Synovus Bank
10.2022 - Current
Part Time Bank Teller
Synovus Bank
07.2022 - 10.2022
Janitorial Assistant Manager
Trust Building Services
01.2018 - 12.2022
Associate of Science - Data Analysis
Jefferson State Community College
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