Adrian Baez
Yonkers,NY
Summary
Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.
Overview
4
4
years of professional experience
Work History
Associate Banker
J.P. Morgan Chase Bank
New York, NY
12.2024 - Current
- Drive branch performance through deposit growth, client retention, and regulatory compliance
- Execute complex client transactions while adhering to internal controls
- Support client financial reviews, budgeting, and long-term planning
JV/Varsity Coach
Ethical Culture Fieldston School
The Bronx, NY
10.2021 - 12.2024
- Designed individualized and team-based training programs focused on performance optimization
- Developed leadership, discipline, and teamwork among student-athletes
Assistant Department Supervisor
House of Sports
Ardsley, NY
07.2022 - 08.2023
- Managed operations, cash handling, and financial reporting
- Supported budgeting, expense management, and revenue tracking
Education
Bachelor of Science - Physical Education
Manhattan College
New York, NYMaster of Science - Finance
Baruch College, Zicklin School of Business
New York, NY05.2026
Skills
- Technical: Excel (Financial Modeling), PowerPoint, Python, R, BQL
- Languages: English & Spanish
- Leadership & Affiliations: ALPFA Member
- Banking regulations
- Branch operations
- Due diligence
- Consumer banking
- Financial institution regulations
- Reviewing documents
- Relationship building
- Customer relationship management
- Analyzing data
Timeline
Associate Banker
J.P. Morgan Chase Bank
12.2024 - Current
Assistant Department Supervisor
House of Sports
07.2022 - 08.2023
JV/Varsity Coach
Ethical Culture Fieldston School
10.2021 - 12.2024
Bachelor of Science - Physical Education
Manhattan College
Master of Science - Finance
Baruch College, Zicklin School of Business