Brandon Ramirez
Summary
Dedicated banking professional with proven experience at Chase delivering exceptional client service, executing accurate financial transactions, and supporting branch performance goals. Adept at developing client relationships, understanding financial requirements, and recommending appropriate banking products.
Overview
6
6
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Sherman Oaks, CA
07.2021 - Current
- Deliver high-quality client experiences aligned with Chase customer service standards.
- Process financial transactions including deposits, withdrawals, transfers, and loan payments.
- Identify client needs and recommend banking products and services.
- Open, maintain, and close accounts in compliance with policies and regulations.
- Educate clients on digital banking tools.
- Maintain cash accuracy and balancing.
- Build strong client relationships and support branch performance goals.
- Assist with onboarding and training of new team members.
Employee / Supervisor
Office Depot OfficeMax
Tarzana, CA
03.2020 - 06.2021
- Supervised operations and supported team performance.
- Delivered strong customer service and resolved concerns.
- Handled transactions and promoted products.
- Trained new employees.
Education
High School Diploma -
San Fernando High School
San Fernando, CA06.2019
Skills
- Client Experience & Relationship Building
- Consumer Banking & Financial Solutions
- Account Management (Open/Close/Modify)
- Cash Handling & Balancing
- Sales & Referrals
- Digital Banking Support
- Transaction Processing & Accuracy
- Team Collaboration & Training
Timeline
Associate Banker
JPMorgan Chase
07.2021 - Current
Employee / Supervisor
Office Depot OfficeMax
03.2020 - 06.2021
High School Diploma -
San Fernando High School