Assist customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits, certificate of deposits, trusts, credit cards, business, etc.
Educate clients about various banking products available at the institution.
Maintain an in-depth knowledge of banking products, services, and regulatory requirements.
Associate Banker Market Expansion (ABME)
JP Morgan Chase & Company
Glendale, CA
09.2023 - 04.2024
Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
Analyzed customer needs and provided appropriate financial solutions.
Associate Banker
JP Morgan Chase & Company
Glendale, CA
04.2022 - 09.2023
Cash Handling / Sensitive Government Info
Ensure financial transactions are completed accurately and
efficiently while complying with all policies, procedures and
regulatory banking requirements.
Help clients with everyday transactions while maintaining
established control standards.
Service Associate
IA Insurance Services
Glendale, CA
01.2018 - 02.2019
Organized community events.
Prepared product and service records by collecting customer
information.
Developed long-lasting relationships with clients.
Assoc Trans Manager : ATM Claims & Exceptions Serv at JP Morgan Chase Bank NAAssoc Trans Manager : ATM Claims & Exceptions Serv at JP Morgan Chase Bank NA