Tanya Rivera

Tanya Rivera

Financial Service Representative
Currently: Financial Service Rep at First Bank
Location: Aliso Viejo CA
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Summary

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First Bank Financial Service Representative, February 2014- Present Proactively build relationships with customers, including the Laguna Niguel Chamber of Commerce, assist with day to day operations, and provide clients with exceptional customer service. Chase Private Client Assistant Branch Manager, June 2013 – January 2014 Actively provided clients with account solutions and provided approvals for all types of transactions. Assisted the Branch Manager in the daily operation of the office including management of the tellers, customer inquiry resolutions, and supervised balancing of the vault, ATM’s and express banking kiosks. Maintained and attracted new clients, including high profile transactions. Personal Banker, March 2012 – June 2013 Provided account solutions for clients, assisted with processing of transactions including cash handling. Tasked with the acquisition of new clients and accounts. Referral of clients to specific departments, including home mortgage, private business, and financial advisors. Wells Fargo Bank Customer Service and Sales Representative, March 2008 – March 2012 Proactively sold products, exceeded sales goals, provided customer referrals, and built client relationships. Lead Teller, July 2007 – March 2008 Teller, March 2006 – July 2007

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