Rick Najera Email & Phone Number

Los Angeles, California

Developing, coordinating, and executing project plans, task schedules and resource activities amongst cross functional business partners to ensure on-time and effective project deliveryAnalyzing data and identify trends in suspicious processing activity, while acting as liaison to external contacts, providing recommendations to increase account security and mitigate potential fraudProviding guidance to assigned team members; ensuring adequate resourcing and skill sets are available to meet program objectives; provide performance feedback for individualsServing as primary liaison for escalated and critical issues; taking ownership in overseeing timely and noteworthy resolution in relation to complex software troubleshooting, including but not limited to; compatibility, cross-functional application configuration(s), etc.

Greater San Diego Area

Provided technical and product related assistance to Business Development Executives in pursuit of new clients and/or in support of expansion opportunities with existing clients.Developed expertise in specific areas by leading analytical projects independently, while setting goals and coordinating timelines in advance.Acted as one of three primary analysts to manage institution-wide conversion of client portfolio; consisting of 1,500 total clients, to new merchant processorAnalyzed client processing statements, to provide comprehensive price comparison in relation to current card brand interchange rates

Greater San Diego Area

Provided and thoroughly discussed information to new and prospective customers regarding bank account products and services, while also assisting in the completion of necessary documents.Opened and processed new bank accounts according to organizational established policies and standards, ranging from both retail and commercial businesses.Actively contributed to expanding cross-sell ratio while constantly achieving monthly sales goals within department/branch. Initiating and overseeing both domestic/foreign wire transfers for business clients while adhering to bank and federal regulations. Responsible for quarterly certifications/audits of monetary instruments as well as processing incoming cash shipments for branch replenishment.

Yuma, Arizona Area

Managed cash levels of both branch vault and ATM in order to ensure maximum efficiency.Processed daily merchant business deposits exceeding $300,000 while maintaining 100% balancing accuracy.Responsible for training and mentoring new incoming tellers.Actively contributed to expanding cross-sell ratio while constantly achieving monthly sales goals within department/branch.