David Razo Hernandez
North Hollywood,CA
Summary
I bring extensive knowledge of regulatory compliance, risk management, and financial products to ensure the firm operates within legal and ethical parameters. My strong communication skills allow me to effectively collaborate with team members and my attention to detail ensures that all regulatory requirements are met. With my experience, I know I can excel in the Compliance Associate Banker position.
Overview
4
4
years of professional experience
Work History
Private Client Banker/Manager on Duty
JPMorgan Chase & Co
04.2019 - 01.2022
- Consistently produced over 1MM in new deposits and investments through high net worth clients and businesses on a monthly basis
- Directed and collaborated with my team in order to deliver tailored financial advice through a deep understanding of their objectives and goals
- Oversaw the implementation of customer service, product knowledge and controls training for branch staff
- Persistently reviewed bank policies and regulations in order to update my team with new changes and maintain proper banking relationships
Relationship Banker
JPMorgan Chase & Co
01.2019 - 03.2019
- Promoted bank's technology by educating and connecting customers to its benefits with simple and complex transactions
- Maintained customer records and updated account information daily
- Partnered with specialist, such as Financial and Mortgage Advisors, to connect clients that required specific needs
Personal Banker
JPMorgan Chase & Co
01.2018 - 12.2018
- Explained account terms and conditions to new clients during the onboarding process
- Multitasked between banker and teller role in order to support client and branch needs
- Deepened banking relationships with high net worth clients by referring them to Private Bankers and other partners
Education
Business Administration and Management
Moorpark College
Moorpark, CA12.2017
Bachelor of Administrative Studies - Business Administration and Management
San Francisco State University
San Francisco, CA05.2016
Skills
- Wealth Management
- Sales Expertise
- Partnership Management
- Facility Security
- Banking Operations and Controls
- Interpersonal Communication Skills
Timeline
Private Client Banker/Manager on Duty
JPMorgan Chase & Co
04.2019 - 01.2022
Relationship Banker
JPMorgan Chase & Co
01.2019 - 03.2019
Personal Banker
JPMorgan Chase & Co
01.2018 - 12.2018
Business Administration and Management
Moorpark College
Bachelor of Administrative Studies - Business Administration and Management
San Francisco State University
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