JOSHUA RIVERS
Chesterfield
Summary
Motivated financial professional, energetic with unsurpassed interpersonal and communication strengths. Productive, ambitious and known for consistent stellar performance and customer service expectations. Natural leader with exceptional skills in customer relations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
President
Palmetto Men's Club
10.2023 - Current
- Cultivated strong relationships with external partners to foster collaboration and maximize resources.
- Initiated strategy to drive organizational growth.
- Represents the organization at community events.
- Hosts community events
- Serve as positive role models for young men in the community; and a place for men to become strong minded, men of purpose.
Personal Banker (Branch Lead Designee)
Wells Fargo Bank
12.2021 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Named branch lead designee to oversee compliance and operations of the branch in the branch managers absence.
Insurance Agent
New York Life Insurance Co
05.2021 - 12.2021
- Determined client needs and financial situations by listening and scheduling fact-finding appointments for opportunities to add value.
- Approached potential clients by using direct marketing mailings, phone contacts and personal introductions.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Deputy Sheriff
Darlington County Sheriffs Office
11.2020 - 03.2021
- Investigated incidents and crimes, collected evidence, and recorded witness statements.
- Organized criminal documents such as logs, records, reports, and agendas to streamline processing and improve traceability.
- Identified suspicious activity and conducted interviews with witnesses to build cases.
Patrolman
Chesterfield Police Department
03.2019 - 11.2020
- Maintained positive community relations and completed required paperwork related to serving warrants, investigating criminal activity and force deployments.
- Patrolled the city of Chesterfield to preserve law and order, deter and detect criminal activity, enforce laws and regulations, respond to citizen requests for assistance and provide public safety.
Youth Program Specialist
Restore Supportive Services
11.2016 - 12.2018
- Organized special events and activities to boost youth engagement and improve lives of at-risk children.
- Observed staff and volunteers to verify compliance with educational, safety and interpersonal guidelines.
- Strengthened academic, social and physical education program offerings for area youth.
Education
BS -
Limestone University
Gaffney, SC12.2018
Skills
- Relationship building and management
- Issue Resolution
- Attention to Detail
- Leadership
- Customer service
- Planning and Coordination
- Market Research
- Opportunity Identification
- Partnership Management
- Sales Expertise
- Account Performance Reviews
- Financial Product Sales
Additional Information
- Orchestrated a Back-to-School drive in the city of Chesterfield in August of 2018. I partnered with a city council member and used the county newspaper as a marketing source, allowing us to have a successful event where we supplied over 100 kids with backpacks and school supplies.
- Served as a Youth Speaker for the Palmetto Learning Center (at risk youth) in Chesterfield SC.
- Served as Chairman for my fraternity's mentor program. (Guide Right/Kappa League)
- Was crowned Mister Limestone College of 2017.
- Children's Author of Tomorrow I Will Shine and The Wings of A Dragonfly.
Certification
- Life, Accident, and Health license - NC/SC
- CPT - Certified Personal Trainer (ISSA)
Timeline
President
Palmetto Men's Club
10.2023 - Current
Personal Banker (Branch Lead Designee)
Wells Fargo Bank
12.2021 - Current
Insurance Agent
New York Life Insurance Co
05.2021 - 12.2021
Deputy Sheriff
Darlington County Sheriffs Office
11.2020 - 03.2021
Patrolman
Chesterfield Police Department
03.2019 - 11.2020
Youth Program Specialist
Restore Supportive Services
11.2016 - 12.2018
BS -
Limestone University
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