Veronica Rivas
Perris,CA
Summary
Compassionate and detail-oriented professional with more than twenty years of experience and with a unique blend of experience in both financial services and caregiving. Proven ability to analyze and manage complex tasks, prioritize responsibilities, and communicate effectively. Adept at providing empathetic support and personalized care, with a strong commitment to fostering positive relationships and ensuring a nurturing environment. Possesses excellent organizational and problem-solving skills, adaptable to dynamic educational settings, and skilled in managing time efficiently to meet diverse needs. Dedicated to leveraging financial acumen and caregiving expertise to contribute meaningfully to student success and well-being.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Caregiver
IHSS In Home Support Services
09.2021 - Current
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Built strong relationships with clients to deliver emotional support and companionship.
- Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
Personal Banker (Financial Sales Advisor)
BBVA Bank
03.2017 - 01.2020
- As a Personal Banker at BBVA Bank I helped developed and maintained Customers relationships offering more than twenty years customer service and sales experience, I was able to build a pipeline and set achievable goals to help meet branch goals and personal goals I have also been able to develop new relationships with business clients to set workplace events to be able to educate employees about banking products and incentives I have been able developed several new accounts from these events
- I am knowledgeable in other different areas like handling cash, daily balancing daily sales reports, transaction reports, teller transactions, sale of monetary instruments and keeping daily logs in order and organized to pass quarterly audits.
Branch Operations Manager
Union Bank of California
09.2009 - 03.2011
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
Personal Banker
USBANK
01.2006 - 03.2010
- New accounts, loan and line of credit processor, customer service, helped clients with account maintenance and issues, developed new strategies to increase sales and new accounts, maintained a high pipeline and conducted daily courtesy calls to existing clients to keep relationships with the bank as well as helping clients to get familiar with new products
- Handle and verified monetary instruments, avoided losses by identifying counterfeit items
- Worked as a team and provided employees help with customer issues as well as training.
Office Manager
GENTRY FINANCE
11.2004 - 11.2005
- Managed a total of three employees, responsible for increasing new loans, developed a marketing strategy to increase sales, processing of payments, collection of defaulted accounts, approving new loans based on credit applications and collateral like autos and also personal loans, Office received recognition for increasing pipelines and new customer levels
- Created monthly schedules, employee reviews, payroll, and worked with legal files in court to collect unpaid accounts, maintained files organized and updated for quarterly audits, also verified daily and monthly reports to cut office costs and maintained a budget
- Balanced daily cash box and vault as well as conducted daily bank deposits and issuance of Monetary instruments.
Customer Serv. Manager/Bank Branch Manager
Union Bank of California
10.1999 - 01.2004
- Set sales records in several areas while also supervising a staff of five full-time and part-time employees
- Earned recognition for 'New accounts seller' within my department and established the highest number of new customer referrals of any other office in the region
- Hired, trained and motivated staff in various departments of the bank such as telling, sales, customer service, balancing, and end of day procedures
- Processor of payroll and schedules, branch balancing, review of daily reports, helped develop new business to achieve goals
- Conducted weekly meetings with staff and also visited clients on a daily basis to increase revenue.
Teller/Clerical
SUMITOMO BANK / CALIFORNIA BANK & TRUST
02.1997 - 06.1999
- Responsible for processing over the counter transactions in a timely manner, including tax payments, Travelers checks, etc
- Expertise: customer service inquiries in person and over the phone, merchant teller with box limit of 20k
- I met monthly sales goals opening new accounts, including merchant accounts
- I was responsible for closing and balancing at the end of the day.
Education
High School Diploma -
Los Angeles High School
Los Angeles, CA06.1998
Skills
- Offer detailed knowledge in many areas pertaining to a financial/banking institution & also as a Caregiver
- Professional Customer service that built strong written & verbal communication skills and relationships with clients of all ages, ability to analyze data and performance of employees, helped with problem solving, conducted new hire interviews, managed office with five employees I am a team player with a positive attitude ready to teach and learn new assignments and tasks
- Bilingual (english & Spanish)
- Time Management
- Problem-Solving
- Respectful and Compassionate
- Multitasking and Organization
- Strong Ethics
- Relationship Building
- Verbal and written communication skills
- Medical record-keeping
- Behavioral Management
- Elderly and adult Care
- Strong computer skills including Microsoft Excel, Data entry, Billing record keeping, 10 key by touch & type 40 WPM
Accomplishments
- Supervised team of five staff members.
- Documented and resolved fraudulent issues which led to saving bank from money losses.
- Resolved product issue through consumer testing.
- Achieved branch sales by completing quarterly goals with accuracy and efficiency.
- Collaborated with team of eight employees in the development of a strategy to target a new market by analyzing customer behavior and understanding the market dynamics.
References
Available upon request
Certification
- Life insurance Training Certified- Four years
- Certified-Financial adviser Training - Four years
- Certified Loan Officer - Four years
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Caregiver
IHSS In Home Support Services
09.2021 - Current
Personal Banker (Financial Sales Advisor)
BBVA Bank
03.2017 - 01.2020
Branch Operations Manager
Union Bank of California
09.2009 - 03.2011
Personal Banker
USBANK
01.2006 - 03.2010
Office Manager
GENTRY FINANCE
11.2004 - 11.2005
Customer Serv. Manager/Bank Branch Manager
Union Bank of California
10.1999 - 01.2004
Teller/Clerical
SUMITOMO BANK / CALIFORNIA BANK & TRUST
02.1997 - 06.1999
High School Diploma -
Los Angeles High School
- Life insurance Training Certified- Four years
- Certified-Financial adviser Training - Four years
- Certified Loan Officer - Four years
Similar Profiles
Li ZhangLi Zhang
IHSS Care Provider at IHSS (In Home Support Services) LA County ServicesIHSS Care Provider at IHSS (In Home Support Services) LA County Services
Claudia GonzalezClaudia Gonzalez
Caregiver at IHSS In Home Support ServicesCaregiver at IHSS In Home Support Services
Melissa HartMelissa Hart
Caregiver, Special Needs at IHSS In Home Support ServicesCaregiver, Special Needs at IHSS In Home Support Services