Daniel O. Martinez
NY
Summary
Motivated and client-focused Associate Relationship Banker with three years of experience at JPMorgan Chase Bank, specializing in developing new client relationships, building trust in emerging markets, and providing high-impact banking services. Known for being the "Champion of Chase" in my community, with a proven ability to educate customers, connect local needs to banking solutions, and drive adoption of Chase’s products and digital platforms. Adept at balancing service excellence, compliance, and sales support in dynamic environments.
Overview
1
1
Language
1
1
Certification
6
6
years of professional experience
Work History
Associate Relationship Banker SB/MOD
JPMorgan Chase
06.2025 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Built customer relationships through personalized banking solutions and proactive service recommendations.
- Owning clients from start to finish while ensuring clients are receiving financial health
- Partnered with One Chase team including Chase private bankers to identify branch and community needs
- Built stronger client relationships by delivering personalized banking solutions alongside excellent OSAT.
- Educated clients on digital banking tools, account features, and self-service options.
Associate Banker
Jp Morgan Chase & Co
02.2024 - 06.2025
- Serve as a community-facing representative during Chase’s entry into new market areas, delivering an exceptional first impression to prospective clients
- Support branch launch and growth efforts by conducting outreach, participating in branch culture activities, and representing Chase in one chase meetings partnerships
- Assist customers with transactions, account openings, digital banking tools, and financial education, ensuring a smooth and welcoming onboarding process
- Partner closely with Relationship Bankers and Branch Managers to identify community needs and align products/services accordingly
- Contribute to branch performance goals through proactive customer engagement and by generating referrals for business accounts, loans, and investment services
- Maintain high compliance standards by strictly following KYC, AML, and internal controls
- Associate Banker Cash management of appropriate currency values in cashboxes
- Vault cash stocking and management, ensure closing checklist efficiency
- Fluent in branch opening process and procedure and ensure employee effectiveness
- Associate Banker - Bronx, New York
Apprentice General Manager
Chipotle Mexican Grill
08.2020 - 08.2022
- Recruited outstanding and passionate individuals to team
- Administered scheduling of over 30 employees
- Achieved Sales plan and control restaurant P&L
- Ensure restaurant has a sustainable culture and training system
- Lead Culinary team to meet restaurant standards and meet business expectation
- Create an accurate sales forecast, manage labor and oversee restaurant inventory counts
- Oversee Cash handling in restaurant
- Create Sales reports and operation reports for improvement or corrective actions
- Management - New York, NY
Education
Associate of Applied Business - Business Administration and Minor in Economics
The City College of New York
Skills
- Technical Skills: Data Entry, Calendar Management, Translation Services, Banking Software: Teller Express, Customer Assist, Client-Central Deep Dive, EIV - Enterprise Image Viewer, My Cash Manager, and My Cp CRM Software: Salesforce, My Workspace Core Banking Systems & ATM Management Tools, Branch Dashboard, OSAT, One Chase sales,
Certification
- Notary Public – State of New York, Commissioned in The Bronx
- Commissioned: 2024 | Expires: [Dec, 2028]
Skills & Certifications
Read And Write: Fluent in English and Spanish
Timeline
Associate Relationship Banker SB/MOD
JPMorgan Chase
06.2025 - Current
Associate Banker
Jp Morgan Chase & Co
02.2024 - 06.2025
Apprentice General Manager
Chipotle Mexican Grill
08.2020 - 08.2022
Associate of Applied Business - Business Administration and Minor in Economics
The City College of New York