Summary
Overview
Work History
Education
Skills
Timeline
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Julie Tran

Houston,TX

Summary

Motivated and detail-oriented banking professional with a strong foundation in business strategy. I hold a Bachelor’s degree in Business Administration from the University of Houston and am currently pursuing an MBA at Southern New Hampshire University to deepen my expertise in leadership and organizational management. I am passionate about leveraging my education and professional background to contribute to innovative financial solutions and empower clients to achieve their financial goals. I thrive in collaborative environments and am committed to continuous learning and professional growth.

Overview

8
8
years of professional experience

Work History

Associate Banker

JPMorgan Chase
Houston, TX
06.2024 - Current
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Led financial planning workshops, educating clients on budgeting, investing, and retirement planning.
  • Established strong relationships with customers to increase customer loyalty.
  • Assisted customers by answering banking questions and recommending solutions.
  • Ensured compliance with all regulatory requirements during the process of account opening and management.

Lash Consultant

Lash Touch Studio
Houston, TX
02.2021 - 05.2024
  • Maintained client records including before-and-after photos of treatments.
  • Assisted receptionist by answering phones, scheduling appointments and collecting payments.
  • Self-marketed and promoted services online to obtain new clients and retain prior clients.
  • Handled fast-paced store and telephone customer inquiries to offer information and sell products.
  • Entered and updated new customer details in customer relationship management software.

Event Hostess

Kim Son
Houston , TX
05.2018 - 03.2020
  • Organized seating arrangements in accordance with specified criteria such as VIP status or dietary preferences.
  • Monitored, maintained or secured inventory to reduce loss.
  • Maintained a professional demeanor throughout the duration of the event and responded promptly to any guest inquiries or requests.
  • Greeted guests upon arrival, provided them with information about the event and directed them to their seats.
  • Assessed event success and identified improvement areas through client feedback.
  • Recorded attendance numbers for each session using designated tracking systems.

Sales Associate

San Jewelers
Houston, TX
01.2017 - 05.2018
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Answered customer inquiries regarding product features, pricing, and availability.
  • Maintained knowledge of sales and promotions, return policies and security practices.
  • Recommended, selected and located merchandise based on customer desires.

Education

Master of Business Administration - Entrepreneurship

Southern New Hampshire University
11-2025

Bachelor of Business Administration - Management

University of Houston
Houston, TX
05-2024

Associate of Arts -

Houston Community College
Houston, TX
12-2020

High School Diploma -

Alief Taylor High School
Houston, TX
05-2018

Skills

  • Bilingual (English & Vietnamese)
  • Customer Services
  • Teamwork
  • Flexible and Adaptable
  • Problem-Solving

Timeline

Associate Banker

JPMorgan Chase
06.2024 - Current

Lash Consultant

Lash Touch Studio
02.2021 - 05.2024

Event Hostess

Kim Son
05.2018 - 03.2020

Sales Associate

San Jewelers
01.2017 - 05.2018

Master of Business Administration - Entrepreneurship

Southern New Hampshire University

Bachelor of Business Administration - Management

University of Houston

Associate of Arts -

Houston Community College

High School Diploma -

Alief Taylor High School

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