Juan Leon
Santa Ana,California
Summary
Desiring a role that allows for the application and advancement of banking knowledge, fostering teamwork and professional progress. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Associate banker
Chase J.P Morgan Bank
Costa Mesa, CA
12.2017 - 10.2025
- Process financial transactions promptly and accurately.
- Uphold understanding of all banking products and services, along with company system and procedures
- Strictly adhere to all bank policies and procedures.
- Assisted customers with account opening and maintenance.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Resolved customer issues promptly while ensuring compliance with bank policies.
- Assisted in training new employees as needed.
- Established strong relationships with customers to increase customer loyalty.
Sales Porter
Toyota Companies
Costa Mesa & Tustin, CA
07.2015 - 04.2017
- Final Drive specialist
- Additional explanation on work performed
- Maintain and restock inventory
- Provide customer service
- Dealer trade driver
Education
Associate Degree -
Orange Coast College
Costa Mesa, CA11.2025
High School Diploma -
Segerstrom High School
Santa Ana, CA06.2014
Skills
- Computer Basics
- Customer service
- Financial transactions
- Relationship building
- Problem resolution
- New account setup
- Balance transfers
- Cash management
- Creative thinking
- Teller support
- Account closing process
- Branch operations
- Mobile banking support
Certification
- Entry-Level Accountant
- References; Upon request.
Skill Qualifications
Proficient with Internet, Microsoft Word, Excel, and PowerPoint, Computer Basics & Proficient completed., Bilingual in English and Spanish, Great with providing customer service.
Languages
Spanish
Professional
Timeline
Associate banker
Chase J.P Morgan Bank
12.2017 - 10.2025
Sales Porter
Toyota Companies
07.2015 - 04.2017
Associate Degree -
Orange Coast College
High School Diploma -
Segerstrom High School