Johana Rivas

Business Development Executive

Wesley Chapel, Florida, United States12 yrs 6 mos experience

Highly Stable

Key Highlights

Over 13 years of sales experience
Proven track record in retail banking
Bilingual in English and Spanish

Stackforce AI infers this person is a skilled professional in the Fintech industry with a focus on customer relationship management.

Contact

Skills

Core Skills

Financial ServicesCustomer ServiceSales ManagementCustomer Satisfaction

Other Skills

Consumer LendingMortgage LendingFinancial AnalysisFinancial PlanningInventory ManagementProblem SolvingTrainingSearch Engine Optimization (SEO)Web DesignShippingShipping SystemsMarketingSocial Media MarketingOperations ManagementCommunication

About

I have over 13 years of experience in sales and more than 3 years in retail banking, with a proven track record of exceeding goals and building lasting relationships. Fluent in both English and Spanish. I’m also organized, driven, and passionate about helping both clients and teams succeed. I thrive on overachieving, leading by example, and guiding others to reach their full potential. As a dedicated small business owner, I bring an entrepreneurial mindset that prioritizes customer satisfaction and resulting. I work best in dynamic environments where people and performance come together to make a lasting impact.

Experience

Wells fargo

Relationship Banker

Aug 2025 – Present · 7 mos · United States · On-site

Licensed Relationship Banker dedicated to helping clients grow, protect, and maximize their wealth.
FINRA licensed with Series 6, Series 63, and SIE, I partner closely with a Wells Fargo Financial Advisor to identify opportunities for clients to invest, build long-term financial strategies, and make their money work for them.
I specialize in bridging the gap between everyday banking and wealth management by educating clients on investment opportunities and connecting them with the right resources to achieve their financial goals.
Known for delivering exceptional service, building trusted relationships, and helping clients take the next step in their financial journey.

Consumer LendingMortgage LendingFinancial AnalysisFinancial ServicesFinancial PlanningCustomer Service

Gte financial

2 roles

Assistant Branch Manager

Apr 2024 – Aug 2025 · 1 yr 4 mos

Personal Banker

Apr 2023 – Apr 2024 · 1 yr

Sales ManagementInventory Management

Metro by t-mobile

Assistant Retail Manager

Sep 2013 – May 2023 · 9 yrs 8 mos · Brandon, Florida, United States

Customer Satisfaction; ensure outstanding customer experience by responding to in-person or over the phone customer escalations that often require unique solutions.
Problem solver; coordinate with appropriate staff to diagnose, troubleshoot, and resolve end user issues on various systems.
Trainer; train staff and new hires on new processes and systems to better serve customers; assist team members in finding solutions to customer or technical problems.

Customer SatisfactionProblem SolvingTraining