Summary
Overview
Work History
Education
Skills
Timeline
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JIAXIN LI

Brooklyn,USA

Summary

Detail-oriented professional with 5 years in banking services. Strong analytical aptitude of customer due diligence process and methodology to identify patterns and trends to communicate risks to management. Effective collaborator, consistently delivering results through teamwork and adaptability. Highly skilled in data analysis, customer due diligence, and maintaining robust documentation. Reliable asset in dynamic environments.

Overview

6
6
years of professional experience

Work History

Associate Banker

JP Morgan
04.2025 - Current
  • Maintained compliance with regulatory requirements through diligent monitoring of transactions and documentation.
  • Contributed to the growth of the branch''s assets under management through effective business development efforts
  • Adapted products and services to suit customers' changing financial circumstances.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.

Associate Banker

CHASE BANK
04.2021 - 04.2025
  • Evaluated client financial positions and identified banking products.
  • Developed and maintained strong customer relationships, providing exceptional service.
  • Educated customers on features and benefits of banking products and services. Maintained friendly and professional customer interactions. Assisted customers with banking needs. Handled various transactions. Maintained customer satisfaction.
  • Referred customers to other banking departments for specialized services.

Administrative Assistant

TRANSPRO INC
03.2020 - 02.2021
  • Provided clerical support to company employees by copying, faxing, and filling documents. Responded to inquiries from caller seeking information.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Sorted, and routed mail and deliveries to meet business requirements.

Education

Associate of Arts - Business Administration

Borough of Manhattan Community College of The City University of New York
08.2020

Skills

  • Problem-solving skills
  • Exceptional Communicator
  • Enhanced due diligence
  • Customer Service
  • Advanced Microsoft office
  • Bilingual ability in English, Mandarin, and Cantonese

Timeline

Associate Banker

JP Morgan
04.2025 - Current

Associate Banker

CHASE BANK
04.2021 - 04.2025

Administrative Assistant

TRANSPRO INC
03.2020 - 02.2021

Associate of Arts - Business Administration

Borough of Manhattan Community College of The City University of New York

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