Bobby Rivers
Richmond
Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteSummary
Accomplished professional with over 10 years in the financial sector, specializing in customer service and operational efficiency. Recognized for building high-performing teams and implementing effective processes that enhance productivity and client satisfaction. Military experience contributes to strong leadership and a commitment to service excellence.
Overview
15
15
years of professional experience
Work History
IT Logistics Coordinator
Xerox
01.2022 - Current
- Oversaw time entry processes for teams of 20 to 40 contractors, ensuring accurate and timely submissions.
- Implemented operating procedures for daily activities by creating more effective processes for request and case management.
- Networked with multiple departments to complete requests in a timely manner.
- Supported cross-departmental projects to address customer traffic needs.
- Used critical thinking skills to solve problems regarding inventory or shipment status.
Securities Operations Service Specialist 2 - Estate Operations
Wells Fargo
01.2016 - 12.2021
- Processed deceased client accounts independently, ensuring compliance with statutory, legal, and company policies.
- Reviewed documents for various account types, maintaining high productivity and accuracy.
- Developed uniform communication process for direct client interactions, enhancing clarity and consistency.
Resolution Coordinator Estates
Capital One
01.2012 - 12.2016
- Coordinated with other departments to enhance customer experience and streamline gathering and review of family legacy intentions and legal documents.
- Navigated multiple computer systems, applications, and search tools to deliver accurate, timely resolutions to customers and peers.
- Acted as policy and procedure subject matter expert to support operational goals within the site.
Education
Associate's degree - Information Security & Computer Programming
Skills
- Microsoft Office proficiency
- Microsoft Office
- IT systems management
- Project management
- Inventory management
- Shipping and receiving processes
- Time management techniques
- Supervisory experience
- Team coordination
- Logistics planning
- Supply chain logistics
- Banking knowledge
- Operational improvements
- Process optimization
- Business development strategies
- Product management
- Telecommunications
- Organizational abilities
- Customer service coordination
- Time management
- Inventory control
Willing To Relocate
- Glen Allen, VA
- Richmond, VA
Timeline
IT Logistics Coordinator - Xerox
01.2022 - Current
Securities Operations Service Specialist 2 - Estate Operations - Wells Fargo
01.2016 - 12.2021
Resolution Coordinator Estates - Capital One
01.2012 - 12.2016
Strayer University - Associate's degree, Information Security & Computer Programming