Market Microstructure & Algorithmic Trading, DeFi & Tokenomics, Behavioral Finance,Coding & Back-testing Trading Strategies , Client-Centric Portfolio Design
Jace Zunich
Universal Banker
Telluride,CO
Summary
Early-career finance professional with banking experience, strong client advisory skills, and growing technical knowledge in markets, digital assets, and cybersecurity. Proven track record in risk-aware operations, cross-selling, and relationship building. Combines analytical thinking with customer-centric communication to drive accuracy, efficiency, and trust. Leveraging banking expertise combined with proven customer service and hospitality skills in building trust and handling high-pressure interactions, I deliver value through sharp insights and exceptional relationship management. Seeking a junior role in trading operations, portfolio support, fintech, or wealth management.
Overview
5
5
years of professional experience
Work History
Universal Banker
ANB Bank
Telluride, CO
08.2024 - Current
- Ensured 100% compliance with KYC/AML standards, identifying and escalating high-risk activity as needed.
- Consistently surpassed sales targets for deposits, debit cards, loan referrals, and consumer/business account opening; achieved top performer for entire company for the month of April (2025) and in the top 10 YTD (2025) employee referral in the Western Region.
- Build long-term client relationships through personalized service and financial education.
- Processed high-volume cash and non-cash transactions with zero discrepancies and strong attention to risk controls.
- Support branch operations through vault management, documentation accuracy, and regulatory compliance.
- Conduct structured client conversations to uncover needs and recommend products.
Server/Bartender
New Sheridan Chop House
Telluride, CO
11.2024 - Current
- Deliver high-level guest service in a fine-dining, high-pressure environment.
- Have a clean and professional look.
- Manage payments, upsell menu items, and maintain accuracy in cash/card transactions.
- Resolve customer issues with professionalism and strong communication.
- Collaborate with team members to maintain service flow during peak periods.
Delivery Driver
UPS
Montrose, CO
05.2021 - 01.2024
- Delivered 120–180 packages daily with exceptional on-time performance and customer satisfaction.
- Earned two consecutive Safe Driving Awards for flawless safety and compliance.
- Performed daily vehicle safety checks and followed strict DOT standards.
- Managed customer inquiries and complaints in polite and professional manner.
Education
Cyber Security Certificate - Cyber Security
University of Denver
Denver, CO12.2024
Skills
- Customer Relationship Management
- Financial Operations & Risk Awareness
- Account Opening & KYC/AML Compliance
- Data Analysis
- Linux
- Accounting
- Microsoft Office
- Critical Thinking
- Organized
- Cash Handling
- Collaborative
- Clear Communication
- Team Leadership
Interests
Timeline
Server/Bartender
New Sheridan Chop House
11.2024 - Current
Universal Banker
ANB Bank
08.2024 - Current
Delivery Driver
UPS
05.2021 - 01.2024
Cyber Security Certificate - Cyber Security
University of Denver