Zuleima Rivera

Build relationships with clients by helping them with their immediate needs and help with achieving their financial goals.

Provide service, advice and guidance to clients and introduce partners when applicable.

Manage risk by following policy and procedures.

Opening, closing accounts as well as maintaining customers profile.

Branch lead designate when management not present, assist in training new team members for example tellers, bankers and service managers.

Answering incoming phone calls and help answer customers inquiries as well as completing outreach calls.

Adherence to banking regulations, keeping confidential files safe and securely destroying files when retention period is over.

Assist customers with cash deposits, withdrawals, transfers and verifying checks and transactions.

Certified ATM Custodian, making sure ATM’s have enough cash for customers transactions and responsible for pulling cash and checks to keep ATM running accordingly.

Authority for transaction approval making sure I am following policy and procedures while excelling in customer experience and help and guid team members on using our resources.

Responsible for training new hires and assisting with operational side of banking for example ordering cash, preparing outgoing shipment and receiving shipment.

Provide quality customer service by interacting with customers and providing them with massages.

Successfully reaching sales goals by being knowledgeable of our product (massage products, EMS Units) and being able to connect with customers.

Credit Card, FSA/ HSA and cash handling skills.

Responsible for keeping store up to SNHD standards and cleanliness of store.

Follow recipes for shakes, smoothies, ice cream and creeps.

Responsible for opening and closing store, preparation of Brinks and training new hires.