Brady Soloff
Newport Beach,CA
Summary
Associate Banker with experience providing financial services and banking solutions to high-net-worth clients. Skilled in relationship management, account servicing, and assisting with investment and lending needs. Adept at delivering exceptional client experiences while supporting financial growth and strategic wealth management.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate Banker ME
JPMorgan Chase & Co.,
Newport Beach
07.2024 - Current
- Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App. Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
- Assists clients and the branch team by helping with new account openings when needed
- Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Education
Bachelor of Arts - Economics
UC Santa Barbara
Santa Barbara, CA06-2024
Certification
Technology Management Program
- Business Strategy (TMP 120) – Led a Capsim business simulation, making strategic decisions in marketing, finance, operations, and competitive positioning to build a successful organization. Developed cross-functional collaboration and data-driven decision-making skills.
- Marketing Strategy (TMP 124) – Designed and launched a pop-up stand to validate market demand and develop a comprehensive go-to-market strategy. Applied consumer insights, pricing models, and digital marketing techniques to optimize business performance.
- Managing Tech Organizations & AI (TMP 127) – Explored the impact of Generative AI on organizational management, leveraging automation for decision-making and efficiency. Researched AI-driven business strategies and their role in fostering innovation.
- Financial & Business Analysis (TMP X130F) – Conducted company performance analysis, integrating financial statements, managerial finance, and capital budgeting. Applied financial modeling techniques to assess business viability and investment decisions.
Timeline
Associate Banker ME
JPMorgan Chase & Co.,
07.2024 - Current
Bachelor of Arts - Economics
UC Santa Barbara
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