Aaron Torres
Summary
Dynamic financial services professional with expertise in leadership and relationship management. I develop client experiences through effective product positioning and cross-selling while ensuring compliance with KYC/AML standards. I am prepared to upgrade my licenses and obtain the Series 65 for the Investment Consultant role with Fisher Investments.
Overview
7
7
years of professional experience
Work History
Relationship Banker
JPMC Chase
Portland, Oregon
03.2026 - Current
- Work with each client to discover and serve their financial needs.
- Enhance client experience through product positioning and services.
- Demonstrate full compliance with KYC/AML standards and conduct.
- Strong ability to cross-sell, build relationships and set appointments.
Associate Relationship Banker / MOD
JPMC Chase
Portland, Oregon
02.2024 - 02.2025
- Provided exceptional service to clients during interactions.
- Focused on commisions development, client acquisition, and needs discovery.
- Cultivated strong, collaborative relationships with colleagues and clients.
Branch Operations Lead
JPMC Chase
Portland, Oregon
07.2023 - 01.2024
- Led branch team to support customers and colleagues effectively.
- Applied the 5 Chase Principles for strong customer service.
- Ensured robust cash and entity controls throughout branch operations.
Sales and Operations / Management Trainee
Penske Truck Leasing
Portland, Oregon
12.2022 - 07.2023
Learning Ambassador
Amazon
Portland, Oregon
02.2022 - 11.2022
Native English Assistant
CEIP Los Almendros
Madrid, Spain
10.2019 - 12.2021
Education
Master's Degree - Music
University of Idaho
05-2018
Bachelor's Degree - Music and Spanish
Western Washington University
06-2012
Summer Spanish Course -
Universidad de Salamanca
08-2011
Skills
- Series 6 / 63 / SIE and Life Insurance licensed, clean U4
- Notary Public - NMLS registered in Oregon State
- Exceptional learner - prepared to pass the Series 7 and 65 or 66 exam
- 3 years of experience in banking in leadership roles, financial sales and relationship management
- Fluent Spanish speaker, lived in Spain for 45 years
- Knowledgable in areas of wealth management, finance, banking and KYC/AML compliance
- 7 years experience as an English and music educator in Spain and South Korea
Timeline
Relationship Banker
JPMC Chase
03.2026 - Current
Associate Relationship Banker / MOD
JPMC Chase
02.2024 - 02.2025
Branch Operations Lead
JPMC Chase
07.2023 - 01.2024
Sales and Operations / Management Trainee
Penske Truck Leasing
12.2022 - 07.2023
Learning Ambassador
Amazon
02.2022 - 11.2022
Native English Assistant
CEIP Los Almendros
10.2019 - 12.2021
Master's Degree - Music
University of Idaho
Bachelor's Degree - Music and Spanish
Western Washington University
Summer Spanish Course -
Universidad de Salamanca