Yahshua Rivas
Los Angeles,CA
Summary
Results-driven and people-oriented team leader with over twelve years of extensive experience in the banking sector. Demonstrated expertise includes five years in management and an additional five years focused on Treasury Management Client Services. Proven ability to monitor team performance, effectively delegate tasks, and inspire team members to reach their goals. Recognized for a collaborative and resourceful approach, consistently dedicated to identifying client needs and delivering innovative solutions. A strong asset to any organization seeking a dynamic leader committed to excellence in service and team development.
Overview
12
12
years of professional experience
Work History
Treasury Client Services Team Lead-AVP
City National Bank
Los Angeles , CA
01.2024 - Current
- Provide leadership and guidance to team members, ensuring that tasks are completed on time and to a high standard.
- Resolve escalated customer complaints or queries promptly and efficiently.
- Ensure compliance with company policies and procedures throughout the team.
- Collaborate with other departments to develop effective solutions that meet customer needs.
- Hold regular one-on-one coaching sessions with staff members to encourage personal development.
- Collaborate with the management team to implement new work procedures or policies.
- Verify completed work for consistency and quality, aligning with daily quality assurance duties to offer feedback for improvements.
Treasury Management Client Services Rep-II Officer
City National Bank
Los Angeles , CA
01.2022 - 01.2024
- Provided support in handling queries from both internal and external clients via the Client Management email inbox queue.
- Provided guidance and assistance for clients using online resources or software applications.
- Developed creative solutions to address complex customer problems.
- Provided technical support for clients, troubleshooting issues and resolving complaints.
- Managed incoming calls from customers, providing prompt resolution of inquiries.
Treasury Management Client Services Rep - I
City National Bank
Los Angeles , CA
01.2021 - 12.2022
- Demonstrated exceptional client support by efficiently handling and resolving inquiries related to treasury products and services through incoming phone calls.
- Provided technical support for clients, troubleshooting issues and resolving complaints.
- Coordinated with relationship managers regarding client requests or concerns.
Treasury Management Dedicated Client Services
Wells Fargo Bank, N.A.
Los Angeles , CA
06.2019 - 11.2020
- Delivered exceptional assistance to clients in resolving issues related to treasury products and services.
- Effectively facilitated communication between clients and bank operations to ensure high-quality service delivery and client satisfaction.
- Enhanced client experience by identifying exceptions and recommending improvements in products, procedures, and services.
- Enhanced client knowledge in use of Treasury services through effective training sessions.
- Attended on-site client visits.
Assistant Branch Manager
Wells Fargo Bank, N.A.
Los Angeles , CA
01.2016 - 06.2019
- Managed several locations in the capacity of Acting Branch Manager.
- Prepared and implemented weekly plans to optimize team productivity.
- Provided valuable assistance in preparing for yearly audits.
- Conducted annual performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Conducted monthly inspections and observations for team members.
- Offered consistent support and guidance to foster team growth.
Personal Banker
Wells Fargo Bank, N.A.
Los Angeles , CA
01.2013 - 12.2016
- Cultivated customer relationships by addressing issues and assessing financial requirements.
- Delivered exceptional customer service by resolving issues, initiating new account creation and ensuring customer satisfaction.
- Achieved sales targets by effectively selling loans and deposit products to both existing customers and potential prospects.
- Effectively accomplished banker platform training and supported management in coaching and cross-training team members whenever required.
Skills
- 5 years of Treasury Management Client Services
- 5 years of management, including coverage of multiple bank locations
- 12 years of customer service and sales experience in banking
- Bilingual in English and Spanish
- Excellent knowledge of phone bank systems
- MS Office proficient
- Highly motivated
- Proven Leadership Experience
- Outstanding verbal, writing, and communication skills
Timeline
Treasury Client Services Team Lead-AVP
City National Bank
01.2024 - Current
Treasury Management Client Services Rep-II Officer
City National Bank
01.2022 - 01.2024
Treasury Management Client Services Rep - I
City National Bank
01.2021 - 12.2022
Treasury Management Dedicated Client Services
Wells Fargo Bank, N.A.
06.2019 - 11.2020
Assistant Branch Manager
Wells Fargo Bank, N.A.
01.2016 - 06.2019
Personal Banker
Wells Fargo Bank, N.A.
01.2013 - 12.2016
Similar Profiles
Summer Brooke SmithSummer Brooke Smith
KYC Review Analyst at City National Bank, National BankKYC Review Analyst at City National Bank, National Bank
Brittni SparksBrittni Sparks
Customer Service Supervisor at City National BankCustomer Service Supervisor at City National Bank
Angel NairAngel Nair
SVP, Bank Operations at City National BankSVP, Bank Operations at City National Bank
Corey DavisCorey Davis
VP, Talent Management Consultant at City National BankVP, Talent Management Consultant at City National Bank
Steve SobelSteve Sobel
VP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global GroupVP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global Group