Chasity Rivera Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

Responsible for accurately enrolling participants into their chosen retirement plans, ensuring precise entry of selected deferral percentages and investment allocations.Accountable for calculating and verifying prior contributions from previous agencies. Managed the preparation of acceptance letters for clients initiating fund rollovers. Regularly processed and reviewed daily and weekly files to capture and update any participant-driven changes or new enrollments submitted online.

New York, Ny, Us

Conducted comprehensive training for staff on customer service excellence, in-depth product knowledge, operational procedures, and transaction processing.Performed audits on teller cash drawers, branch vaults, and foreign currency vaults to ensure accuracy and security. Oversaw the processing of internal and external transfers to overseas accounts affiliated with SNB. Managed ACH deposit processing through Fiserv and reviewed ACH return transactions for accuracy. Collaborated with the compliance team to implement updates on OFAC screening procedures.

New York, Ny, Us

Managed assigned customers and proactively met with them in person and over the phone to build lasting relationships, discover financial needs and tailor product and service recommendations. Partnered with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs. Made lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.

Toronto, Ontario, Ca

Engaged customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services. Contributed to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals. Identified sales opportunities and referred customers to appropriate team members or TD partners. Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver an enhanced customer experience and create a positive "First Impression’"

New York, Ny, Us

Received checking and savings deposits: verified cash and endorsements, received proper identification for cash back, and issue receipts of deposit. Answered basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Prioritized and made on-the-spot decisions regarding customer transactions, weighed customer satisfaction issues with bank exposure to loss or fraud.