Helen Rivera
Nicholasville
Summary
Dynamic banking professional with extensive experience at Bank of the Bluegrass, excelling in customer service and operational management. Proven track record in enhancing transaction accuracy and fostering strong client relationships. Skilled in staff training and regulatory compliance, consistently driving branch performance and customer satisfaction.
Overview
8
8
years of professional experience
Work History
Assistant Branch Manager
Bank of the Bluegrass
Lexington
06.2022 - Current
- Managed daily branch operations and enhanced customer service management.
- Coordinated staff schedules to optimize branch coverage and efficiency.
- Trained new employees on company policies and operational procedures.
- Oversaw inventory management and ordered supplies to maintain stock levels.
- Ensured compliance with cash handling procedures and managed daily transactions.
- Resolved customer inquiries and complaints to uphold strong relationships.
- Collaborated with management to streamline operational processes and improve performance.
- Supervised teller duties, ensuring accuracy in cash drawer balances and transactions.
Universal Banker
Stockyard Bank and Trust
Richmond
09.2021 - 05.2022
- Executed accurate processing of transactions such as deposits, withdrawals, and loan payments.
- Informed clients about banking products including checking accounts and loans to facilitate informed decisions.
- Worked alongside team members to elevate customer service standards.
- Ensured strict adherence to banking regulations and policies at all times.
- Addressed and resolved customer concerns efficiently to maintain trust.
- Oversaw cash handling practices to guarantee transaction accuracy.
- Facilitated account openings for customers while providing essential service information.
- Contributed to marketing efforts aimed at enhancing visibility of bank services.
Financial Services Representative
City National Bank
Lexington
01.2021 - 09.2021
- Provided exceptional customer service, addressing all client needs effectively.
- Managed lobby traffic to minimize customer wait times and enhance service efficiency.
- Served as primary contact for resolving routine and complex account issues.
- Demonstrated proficiency in essential CSR functions while addressing sales and service needs.
- Analyzed client financial needs to recommend tailored solutions and services.
- Educated customers on available financial products to facilitate informed decision-making.
- Collaborated with team members to refine customer service strategies and improve outcomes.
- Maintained accurate records of client interactions and transactions in internal systems.
Customer Service Specialist 2
American National Bank of Texas
Terrell
09.2018 - 11.2020
- Assisted customers with account inquiries and resolved transaction issues efficiently.
- Managed account openings, closures, and maintenance, including contact information updates.
- Processed loan applications over the phone, ensuring compliance and accuracy.
- Documented customer interactions in CRM to maintain accurate records of requests.
- Educated clients on bank products to enhance understanding and satisfaction.
- Collaborated with team members to streamline service processes and improve efficiency.
- Handled escalated complaints professionally, employing effective problem-solving skills.
- Conducted follow-ups to ensure timely resolution of customer needs.
Personal Banker
Woodforest National Bank
Seagoville
09.2017 - 10.2018
- Cross-trained across all branch areas, including teller line, cash advance, and account maintenance.
- Assisted clients with account openings and guided them through product selection.
- Processed loan applications while ensuring compliance with established guidelines.
- Executed wire transfers accurately in accordance with banking best practices.
- Maintained confidentiality of customer information and conducted transactions securely.
- Resolved client inquiries promptly to foster positive relationships and trust.
- Educated customers about banking products and digital solutions to enhance user experience.
- Collaborated with team to achieve branch goals and targets effectively.
Education
General Education Diploma -
Troy High School
Troy, NY06.1997
Security and Law Enforcement -
Quest Star III
Hudson, NY06.1997
Skills
- Customer service and support
- Loan application assistance
- Product and service promotion
- Transaction processing accuracy
- Cash handling and balancing
- Customer relationship management
- Referral resource development
- Bank product knowledge
- Team collaboration and development
- Conflict resolution skills
- Effective communication abilities
- Time management expertise
- Operational management skills
- Regulatory compliance adherence
- Staff training and education
WORK REFERENCES
- References available upon request.
Timeline
Assistant Branch Manager
Bank of the Bluegrass
06.2022 - Current
Universal Banker
Stockyard Bank and Trust
09.2021 - 05.2022
Financial Services Representative
City National Bank
01.2021 - 09.2021
Customer Service Specialist 2
American National Bank of Texas
09.2018 - 11.2020
Personal Banker
Woodforest National Bank
09.2017 - 10.2018
General Education Diploma -
Troy High School
Security and Law Enforcement -
Quest Star III