Alan Perez
Friendswood
Summary
Young professional seeking a career change. Ready to employ solid customer service skills in the sales industry. Skilled at negotiations with focus on sales and promotions. Reliable and committed to providing personalized and efficient service to customers.
Overview
6
6
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
Houston, TX
02.2021 - Current
- Manage a book of business of 237 households valued at $17,000,000 of deposits and investments.
- Gather a deep understanding of customers' unique financial needs, provide personalized banking solutions and exceptional service to help them achieve their financial goals
- Direct the banks Private Clients to appropriate lines of business within Chase to deliver the whole firm.
- Service the banks' most affluent clients and earn their full banking relationship, capturing outside assets.
Teller
JPMorgan Chase
01.2018 - Current
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
Education
FINRA SIE - Securities Industry Essentials
FINRA Series 6 - Investment Company And Variable C
NASAA Series 63 - Uniform Securities Agent Law
State of Texas
Skills
- Sales Expertise
- Relationship Building and Management
- Relationship building with high-net-worth individuals
- Attention to Detail
- Self-Motivation
- Accountability
Websites
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
JPMorgan Chase
02.2021 - Current
Teller
JPMorgan Chase
01.2018 - Current
FINRA SIE - Securities Industry Essentials
FINRA Series 6 - Investment Company And Variable C
NASAA Series 63 - Uniform Securities Agent Law
State of Texas