Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carolina Paulino

Summary

Financial industry specialist with more than 5 years of experience specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Dynamic banking professional skilled in relationship management and financial product education. Known for strong analytical and creative thinking, successfully identifying client needs.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Relationship Banker

Chase
Queens, New York
03.2026 - Current
  • Built strong client relationships to assess financial needs effectively.
  • Identified customer financial needs and recommended suitable product options.
  • Advised clients on investment options tailored to individual needs and risk tolerance.
  • Identified and pursued new business opportunities through targeted outreach and networking.

Associate Relationship Banker-MOD

Chase Bank
Queens, NY
04.2023 - Current
  • Assisted clients with account inquiries and banking transactions to ensure satisfaction.
  • Educated clients on products, services, and digital banking tools to enhance utilization.
  • Conducted regular follow-ups to address client needs in a timely manner.
  • Supervised daily operations to ensure smooth workflow and team collaboration.

Associate Banker

Chase Bank
Queens, NY
04.2021 - 04.2023
  • Assisted clients with account inquiries and transaction processing.
  • Collaborated with team members to enhance customer service quality.
  • Managed daily cash transactions and ensured compliance with regulations.
  • Monitored customer accounts for suspicious activities or potential fraud cases.

Education

Bachelor of Science - Finance

Wilmington University
New Castle, DE
02-2026

Skills

  • Banking operations
  • Team collaboration
  • Customer Service-oriented
  • Relationship building and management
  • Portfolio management
  • Adaptability

Certification

  • SIE
  • Series 6
  • Series 63
  • Life Insurance

Timeline

Relationship Banker

Chase
03.2026 - Current

Associate Relationship Banker-MOD

Chase Bank
04.2023 - Current

Associate Banker

Chase Bank
04.2021 - 04.2023

Bachelor of Science - Finance

Wilmington University
Carolina Paulino