Kenneth Rivera Morales
Fremont
Summary
Dedicated assistant branch manager with 7 years in financial services, specializing in high net worth portfolio management. Proven success in building strong client relationships that drive revenue growth and enhance customer satisfaction. Committed to fostering financial empowerment through education and strategic advisory.
Overview
11
11
years of professional experience
Work History
Universal Banker
Technology Credit Union
Fremont
10.2019 - Current
- Managed high net worth members by becoming their primary point of contact and advising on product investment
- Assisted clients with a wide variety of loan products through hands-on experience and cross-department collaboration
- Opened account's for trust, business, and IRAs/HSAs
- Prioritized KYC processes to strengthen client relationships
- Conducted risk assessments for transactions and account openings to ensure compliance with regulations.
- Performed audits of daily and monthly operations to ensure accuracy and compliance with company standards.
- Conducted business development outreach through partner company visits to generate new business, enhance brand awareness and strengthening relationship with business clients.
Supervisor
Security Industry Specialists, Inc.
Cupertino
01.2016 - 09.2019
- Conducted staff training sessions to enhance team skills and performance.
- Coordinated event planning and logistics to ensure seamless execution of functions, contributing to positive attendee experiences.
- Prepared and distributed reports, presentations, and relevant materials to stakeholders.
- Managed calendars, scheduled appointments, and arranged meetings and conferences to optimize executive time and enhance organizational effectiveness.
- Arranged travel accommodations and logistics for guests to facilitate smooth visits and enhance overall satisfaction.
Server
Los Gatos Meadows
Los Gatos
08.2015 - 02.2017
- Assisted guests and residents with requests, enhancing overall satisfaction during their stay
- Coordinated with team members, clarifying daily assignments and ensuring efficient workflow
- Tracked inventory levels, maintaining accuracy and availability of supplies for seamless operations
- Provided administrative support, including answering phone calls, responding to emails
Education
B.S. - Finance
Western Govern University
01-2028
Skills
- Sales expertise
- Prospect targeting
- Relationship building
- Networking ability
- Adaptability
- Interpersonal communication
Timeline
Universal Banker
Technology Credit Union
10.2019 - Current
Supervisor
Security Industry Specialists, Inc.
01.2016 - 09.2019
Server
Los Gatos Meadows
08.2015 - 02.2017
B.S. - Finance
Western Govern University