Sonya Rivera Email & Phone Number

Plymouth Meeting, Pennsylvania, United States

Administrative support to 2 Principal Relationship Managers.

• Complete Customer Needs Assessments on each customer/requires interviewing client and uncovering entire financial holdings.
• New Account opening, up-sell/cross-sell additional products and services.
• Input loan applications/requires review and input of financial information and verification process of key financial information to ensure accuracy. Also requires review and analyzing credit report and additional.
• Work leads to increase Consumer and Business relationships.
• Participation in weekly call sessions to increase new leads for new accounts, loans and investments.
• Focus on sales goals and proactively work to exceed all goals.

• Focus efforts on servicing mass market customers and selling products to existing customers.Work where customer transaction volumes are high. Key Responsibilities are:
• Provide promptquality customer service along with support to Bankers/Financial Specialists and Financial CenterMgr.
• Complete Customer Needs Assessment on each customer.
• Perform a wide range ofservices including document preparation, account servicing/maintenance (account reconciliation,address change, stop payments, account closings, transfers, notary, processing check orders).
• Resolve difficult customer issues/situations.
• Plan and conduct regular staff meetings.

• Provided an example of excellent customer service for the financial center. Responsibilities were:
• Monitored daily sales and referral progress for the entire team.
• Assisted team members insetting and achieving individual sales goals.
• Modeled accountability by setting goals and beingaccountable for achieving them.
• Demonstrate an ability to coach team members to improveperformance.
• Focal point for customers by greeting, assessing needs, directing to appropriatefinancial center personnel, and performed service transactions.

General Studies

Education record

Diploma