BENJAMIN SMITH
Concord,CA
Summary
Dynamic professional with a proven track record at JPMorgan Chase, excelling in financial analysis and client relationship management. Leveraged strong communication skills to assist over 100 customers daily, enhancing their banking experience. Proficient in Excel for data analysis, driving informed decision-making and operational efficiency. Committed to delivering exceptional service and fostering client loyalty.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Banker
JPMorgan Chase
Walnut Creek, CA
01.2024 - 01.2025
- Assisted 40+ customers daily with transactions and financial inquiries.
- Referred clients to investment, lending, and business-banking partners.
- Educated customers on financial tools including credit journey and digital banking.
- Gained strong proficiency in Teller Express, Client Central, and Customer Assist.
Window Technician
WindowSmith
Concord, CA
05.2022 - 08.2022
- Managed daily client appointments and provided high-quality service to 4–6 households per day.
- Identified customer needs and recommended additional service options, increasing average order value through consultative upselling.
- Resolved client concerns quickly, strengthening repeat business and overall customer satisfaction.
- Improved operational efficiency through careful scheduling and professional communication.
Lab Technician
APT Water
Pittsburg, CA
11.2019 - 08.2021
- Performed precise laboratory testing with above-average accuracy.
- Coordinated with engineering teams on project requirements and documentation.
- Calibrated lab equipment; resolved testing issues; maintained data accuracy.
Sales Associate
GameStop
10.2019 - 01.2020
Host
Yard House
03.2019 - 08.2019
Cook/Cashier
Mountain Mike's
06.2018 - 12.2018
Education
Bachelor of Science - Finance
Western Governors University
Salt Lake City, UT10-2025
Skills
- Financial analysis and forecasting
- Cash flow and ratio analysis
- Net present value and internal rate of return
- Weighted average cost of capital
- Excel and Google Sheets proficiency
- Data manipulation with VLOOKUP and pivot tables
- Presentation skills with PowerPoint
- Client communication and relationship management
- Sales strategies and techniques
- Problem-solving and critical thinking
- Time management and prioritization
Certification
Securities Industry Essentials (SIE)
Timeline
Associate Banker
JPMorgan Chase
01.2024 - 01.2025
Window Technician
WindowSmith
05.2022 - 08.2022
Lab Technician
APT Water
11.2019 - 08.2021
Sales Associate
GameStop
10.2019 - 01.2020
Host
Yard House
03.2019 - 08.2019
Cook/Cashier
Mountain Mike's
06.2018 - 12.2018
Bachelor of Science - Finance
Western Governors University