Anastasia Belkina
Brooklyn,NY
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Client-focused banking professional with experience in relationship management, referrals, onboarding, and financial documentation review. Strong in service excellence, resolving client needs, and supporting a wide range of banking solutions.
Overview
4
4
years of professional experience
Work History
Associate Relationship Banker
JPMorgan Chase
04.2025 - Current
- Delivered exceptional client service, building long-term relationships and supporting daily banking needs.
- Completed account openings, maintenance, onboarding, and KYC/AML procedures with accuracy.
- Provided referrals for Home Lending and CPC banking opportunities based on client needs and financial profiles.
- Assisted clients with digital banking, problem resolution, and navigating financial products.
- Managed high-volume client interactions while maintaining service quality and compliance.
ASSOCIATE BANKER M.E.
JP Morgan Chase
10.2023 - 04.2025
- Opening new Consumer/Credit accounts and assisting with transactions as needed
- Providing strong customer service, offering advice and sharing products and services to help consumer and business clients meet their financial needs
- Partnering with specialists (Financial Advisors, Mortgage bankers, Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Providing strong customer service, offering advice and sharing products and services to help consumer and business clients
UNDERWRITER/LEGAL ASSISTANT
ADVANTAGE CAPITAL FUNDING
07.2021 - 10.2023
- Reviewed financial statements, credit reports, and other supporting documentation to valuate an applicant’s ability to meet financial obligations
- Prepared underwriting packages and legal agreements with accuracy and compliance
- Collaborated with sales teams, brokers, and attorneys to obtain additional information or clarify discrepancies
- Ensured underwriting decisions comply with company policies and risk management guidelines
- Maintained accurate records of underwriting decisions and documentation
Education
Bachelor of Science - Banking And Finance
Delaware State University
Dover, DE08-2021
Skills
- Customer Service-oriented
- Sales expertise
- Fluent in Russian
- Relationship building and management
Timeline
Associate Relationship Banker
JPMorgan Chase
04.2025 - Current
ASSOCIATE BANKER M.E.
JP Morgan Chase
10.2023 - 04.2025
UNDERWRITER/LEGAL ASSISTANT
ADVANTAGE CAPITAL FUNDING
07.2021 - 10.2023
Bachelor of Science - Banking And Finance
Delaware State University