Isabella Tran
Professional
Pomona ,CA
Summary
Dynamic professional with a proven track record at JPMorgan Chase, excelling in relationship building and management. Leveraged problem-solving abilities to enhance client satisfaction and consistently meet sales targets. Proficient at analyzing financial needs, delivering tailored solutions, and fostering strong connections, ensuring exceptional service and brand loyalty.
Overview
6
6
years of professional experience
4
4
Certifications
Work History
Relationship Banker
JPMorgan Chase
09.2022 - Current
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Life Insurance Agent
First Financial Security Inc.
10.2021 - 09.2022
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Brand Ambassador
Forever 21
10.2019 - 07.2021
- Enhanced brand recognition by executing promotional events and engaging customers with product demonstrations.
- Built and maintained strong relationships with retail staff, ensuring brand prominence in stores.
Education
Bachelors Of Science - Business Administration
California State Polytechnic University, Pomona
Pomona, CA05.2025
Skills
Relationship building and management
Attention to detail
Problem-solving abilities
Certification
SIE
Timeline
Series 63
03-2023
SIE
12-2022
Series 6
12-2022
Relationship Banker
JPMorgan Chase
09.2022 - Current
Life Insurance
11-2021
Life Insurance Agent
First Financial Security Inc.
10.2021 - 09.2022
Brand Ambassador
Forever 21
10.2019 - 07.2021
Bachelors Of Science - Business Administration
California State Polytechnic University, Pomona
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