William Rivera
Fort Worth,TX
Summary
Business Banking Professional experienced in client relationship management and financial analysis. Achieved improved customer satisfaction ratings through service quality initiatives and team leadership. Focused on driving financial growth and delivering tailored solutions that foster trust and enhance client satisfaction.
Overview
19
19
years of professional experience
Work History
Branch Manager
PNC Bank
Fort Worth, Texas
12.2025 - Current
- Managed daily operations of branch to ensure smooth workflow.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Oversaw customer service initiatives to improve client satisfaction and retention.
- Analyzed branch performance metrics to identify areas for improvement.
- Developed training programs for new employees on bank policies and procedures.
- Managed staff scheduling, hiring and training processes.
- Led team meetings to enhance communication and collaboration among staff.
Banking Branch Manager
Wells Fargo
Richardson, USA
09.2023 - 12.2025
- Continuously monitored branch performance against key performance indicators, taking corrective actions to ensure objectives were met or exceeded.
- Facilitated friendly and professional customer interactions to enhance customer experience.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations, ensuring timely task execution and optimal resource allocation for improved branch performance.
Small Business Banking Relationship Manager
Wells Fargo Bank
Irving , Texas
01.2022 - 09.2023
- Managed portfolio of small business customers with annual gross sales between $100k and $1MM in assigned territory, utilizing customer relationship management tools and collaborating with bank partners.
- Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, planning and executing appointments.
- Engaged with community organizations to build partnerships and building relationships with centers of influence.
Financial Specialist II
American National Bank of Texas
01.2021 - 01.2022
- Provided consistent, positive, and professional customer service to enhance client satisfaction.
- Monitored customer account management and made informed decisions to minimize risk to the bank.
- Developed strong relationships with customers through consultative interactions and follow-up planning.
Personal Banker II/Small Business Bankers Advocate
Wells Fargo Bank
01.2012 - 01.2021
- Facilitated development of consumer and small business loans by supporting management initiatives.
- Established strong customer relationships by resolving issues and providing exceptional service.
- Establish productive relations with customers by mitigating issues and delivering exceptional customer service.
- Led training sessions while coaching staff members in advance retail strategies to meet set objectives.
- Serve as a liaison for vendors on service issues.
Sales Representative, Retail Sales
Verizon Wireless
01.2008 - 01.2010
- Manage stock levels, selling vendors, and analyze profit margins to optimize operational efficiency.
- Delivered exceptional customer service by resolving customers' queries regarding product returns, refunds, and store credit promptly to attain optimal satisfaction.
- Cultivated strong vendor relationships, contributing to revenue growth.
- Prepared, maintained, and updated store inventory to meet the ever-changing demands of customers.
- Resolved customer queries regarding product returns, refunds, and store credit promptly, ensuring high customer satisfaction.
Education
Litigation Specialist -
New York Paralegal School
New York, NYBank Teller -
Cashier Training Institute
New YorkSkills
- Customer relationship management
- Performance metrics
- Operational oversight
- Operational efficiency
- Risk assessment
- Team leadership
- Staff training
- Client acquisition
Languages
Spanish, Native or Bilingual
Professional Development
Spanish, Native or Bilingual
Timeline
Branch Manager
PNC Bank
12.2025 - Current
Banking Branch Manager
Wells Fargo
09.2023 - 12.2025
Small Business Banking Relationship Manager
Wells Fargo Bank
01.2022 - 09.2023
Financial Specialist II
American National Bank of Texas
01.2021 - 01.2022
Personal Banker II/Small Business Bankers Advocate
Wells Fargo Bank
01.2012 - 01.2021
Sales Representative, Retail Sales
Verizon Wireless
01.2008 - 01.2010
Litigation Specialist -
New York Paralegal School
Bank Teller -
Cashier Training Institute