Elzana Afuzova
Relationship Banker - Small Business Specialist
Los Angeles ,CA
Summary
Highly knowledgeable, goal-oriented, and proficient banking professional with more than 3 years of banking industry, problem-solving and compliance experience. As a licensed banker, focused on building relationships by providing advanced customer service with influential communication skills, sales background, deep knowledge of the banking industry and consistent teamwork with partners.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Licensed Relationship Banker
J.P. Morgan Chase
Los Angeles, CA
03.2022 - Current
- Extensive knowledge and comprehensive education of internal and external policies, procedures, regulations and products
- Build and maintain strong relationships with clients by constant communication and immediate response to client and partner issues or requests
- Resolve occurring problems, improve operations and provide exceptional customer service
- Expand book of business by finding best solutions and proper partner introductions
Personal Banker
Wells Fargo Bank
Los Angeles
02.2020 - 02.2022
- Attracted, retained, and grew new clients across the full spectrum of financial services, in accordance with individual objectives
- Offered knowledgeable and warm customer service during interaction and product inquires
- Demonstrated expertise in identifying and mitigating potential fraud and administrative risks
- Properly maintained internal branch operations and procedures
Student Assistant
California State University Northridge
Los Angeles
05.2019 - 11.2019
- Assisted with clerical needs including correspondence, database management, and incoming task performance
- Kept office records and supplies organized for optimal team performance and leveraged accounting software to keep track of finances.
- Maintained company handbook to outline policies and provide insights to company procedures and values.
Education
Bachelor of Science - Financial Analysis
California State University - Northridge
08.2020 - 12.2023
Skills
Financial Advising
Certification
Securities Industry Essentials (SIE)
Timeline
California Life Insurance
06-2022
FINRA Series 6, 63
05-2022
Securities Industry Essentials (SIE)
04-2022
Licensed Relationship Banker
J.P. Morgan Chase
03.2022 - Current
Bachelor of Science - Financial Analysis
California State University - Northridge
08.2020 - 12.2023
Personal Banker
Wells Fargo Bank
02.2020 - 02.2022
Student Assistant
California State University Northridge
05.2019 - 11.2019
Similar Profiles
Brendy KambaBrendy Kamba
ASSOCIATE, CLIENT ASSOCIATE at J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORSASSOCIATE, CLIENT ASSOCIATE at J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORS
JOSEPH ALDWIN GATCHALIANJOSEPH ALDWIN GATCHALIAN
Asst. Manager - Operations at J.P. Morgan Chase & Co. / Chase BankAsst. Manager - Operations at J.P. Morgan Chase & Co. / Chase Bank
Abhilash ShetAbhilash Shet
Testing Associate at J.P Morgan ChaseTesting Associate at J.P Morgan Chase
David A. RiveraDavid A. Rivera
Associate Banker-ME at J.P. Morgan ChaseAssociate Banker-ME at J.P. Morgan Chase
Natalia Flores TorresNatalia Flores Torres
Behavior Therapist at ACT PsychologyBehavior Therapist at ACT Psychology