Brian Ramirez
Sacramento,CA
Summary
Accomplished Licensed Relationship Banker with a proven track record at JPMorgan Chase, adept in relationship building and incident management. Excelled in interpreting complex financial matters, enhancing community relations, and ensuring compliance with banking regulations. Demonstrated leadership in operational excellence and customer service, contributing to significant process improvements.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JPMorgan Chase
Sacramento, CA
12.2023 - Current
- Provided exceptional customer service to clients by responding to inquiries and providing tailored advice.
- Researched complex financial matters related to mortgages, investments, retirement plans.
- Reviewed documentation for compliance with banking regulations prior to approving transactions.
Lead Operations Associate
JPMorgan Chase
Sacramento, CA
08.2021 - 12.2023
- Provided technical guidance to other employees on operational procedures and policies.
- Created reports summarizing operational progress, challenges faced, and proposed solutions for review by senior leadership.
- Facilitated internal audits to verify accuracy of data entry into system databases or tracking logs.
Associate Banker
JPMorgan Chase
Sacramento, CA
03.2021 - 08.2021
- Analyzed customer needs and provided appropriate financial solutions.
- Collaborated with other departments within the organization to ensure efficient delivery of services.
- Performed account reconciliations on a regular basis.
Inventory Agen
South Sacramento Care Center
Sacramento, CA
08.2020 - 02.2021
- Ensured proper storage conditions for all items in the warehouse.
- Conducted periodic inventories and physical counts of product supplies.
Member Service Representative
Golden One Credit Union
Sacramento, CA
11.2017 - 02.2020
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
Education
Bachelor of Science - Kinesiology
Sacramento State
Sacramento, CA05-2021
Skills
- Community Relations
- Client Relationship Building
- Interpretation skills
- Incident Management
Certification
- SIE, Series 6, Series 63, & CA Life Insurance
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Licensed Relationship Banker
JPMorgan Chase
12.2023 - Current
Lead Operations Associate
JPMorgan Chase
08.2021 - 12.2023
Associate Banker
JPMorgan Chase
03.2021 - 08.2021
Inventory Agen
South Sacramento Care Center
08.2020 - 02.2021
Member Service Representative
Golden One Credit Union
11.2017 - 02.2020
Bachelor of Science - Kinesiology
Sacramento State
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