DEBBIE FIGUEROA
Relationship Banker/MOD
NORTHRIDGE
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, organized and dependable, successful at managing multiple priorities with a positive attitude. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
8
8
years of professional experience
1
1
Certification
2
2
Languages
Work History
Licensed Relationship Banker
Chase Bank
11.2021 - Current
- Developed strong client relationships through consistent follow-ups and personalized banking advice.
- Streamlined account opening processes for new clients, resulting in higher client retention rates.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
Shift Supervisor
Starbucks
06.2017 - 11.2021
- Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
- Trained new employees and delegated daily tasks and responsibilities.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Maintained workplace safety by enforcing strict adherence to company policies and industry regulations.
- Provided ongoing support to employees during challenging situations, offering guidance on problem-solving techniques for improved efficiency outcomes.
Education
Associate of Arts -
Los Angeles Pierce College
Woodland Hills, United States 05.2001 -
High School Diploma -
Valley Academy of Arts And Science
Granada Hills, United States 05.2001 -
Skills
Client relationship building
Portfolio analysis
Tax planning
Policy development and implementation
Relationship building and management
Recordkeeping requirements
Certification
Licensed Relationship Banker - J.P Morgan Chase
Timeline
Licensed Relationship Banker - J.P Morgan Chase
04-2024
Licensed Relationship Banker
Chase Bank
11.2021 - Current
Shift Supervisor
Starbucks
06.2017 - 11.2021
Associate of Arts -
Los Angeles Pierce College
05.2001 -
High School Diploma -
Valley Academy of Arts And Science
05.2001 -
Similar Profiles
DeVaughn ScottDeVaughn Scott
Associate Banker at Chase BankAssociate Banker at Chase Bank
Monika McMorrisMonika McMorris
Associate Banker-ME at Chase BankAssociate Banker-ME at Chase Bank
Heather SpencerHeather Spencer
Associate Banker at Chase BankAssociate Banker at Chase Bank
Mariana CaballeroMariana Caballero
Associate Banker at Chase BankAssociate Banker at Chase Bank
NATASHA LAFFOUXNATASHA LAFFOUX
Salesperson at Kneady Organic BakerySalesperson at Kneady Organic Bakery