Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Eduardo Escalante

Houston

Summary

Finance and Accounting student at San Jacinto College and Associate Banker at JPMorgan Chase with experience building client relationships, identifying financial needs, and supporting banking and

investment referrals. Passionate about investing, financial planning, and portfolio strategy. Seeking a Wealth Management Internship with JPMorgan Chase. Also interested in perusing a CPA License.

Overview

5
5
years of professional experience

Work History

Associate Banker

Chase Bank
Baytown, TX
06.2025 - Current
  • Assisted clients with account inquiries and transaction processing.
  • Provided support in daily banking operations and customer service initiatives.
  • Collaborated with team members to ensure compliance with banking regulations.
  • Processed loan applications accurately and efficiently for customer approvals.
  • Engage and build relationships with 50+ clients daily and recommend banking solutions
  • Refer clients to financial advisors and licensed bankers for investment and retirement planning
  • Educate clients on savings and long term financial planning

Senior Personal Banker

First Convenience Bank
Houston, TX
12.2024 - 06.2025
  • Managed client relationships to enhance banking services and ensure customer satisfaction.
  • Analyzed financial data to provide tailored banking solutions for individual clients.
  • Led training sessions for junior bankers, improving team knowledge and service efficiency.
  • Developed strategies to streamline account opening processes, reducing turnaround times.

Waiter

Comala Mexican Cafe
Houston, TX
05.2021 - 12.2024
  • Provided exceptional customer service in fast-paced dining environment.
  • Assisted guests with menu selections and dietary restrictions.
  • Processed orders accurately using point-of-sale systems.
  • Collaborated with kitchen staff to ensure timely food delivery.

Education

Associate of Science - Associates in Business

San Jacinto College
Pasadena, Texas, TX

Skills

  • Banking regulations
  • Financial planning
  • Financial institution regulations
  • Strategic planning
  • Relationship building
  • Know your customer
  • Financial advice
  • Documentation skills
  • Team collaboration
  • Communication & presentation
  • Problem solving

Languages

English
Native or Bilingual
Spanish
Full Professional

Timeline

Associate Banker

Chase Bank
06.2025 - Current

Senior Personal Banker

First Convenience Bank
12.2024 - 06.2025

Waiter

Comala Mexican Cafe
05.2021 - 12.2024

Associate of Science - Associates in Business

San Jacinto College