Luis Liriano
New York,USA
Summary
Dynamic professional with a proven track record at J.P. Morgan Chase, excelling in financial assessments and client relationship management. Bilingual in English and Spanish, I leverage excellent communication skills and financial modeling expertise to drive client satisfaction and achieve sales goals, consistently enhancing financial well-being and retention rates.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Banker
J.P. Morgan Chase
12.2024 - Current
- Conducted financial assessments to uncover opportunities that enhanced clients' financial well-being.
- Provided financial guidance and account management support to clients, facilitating adoption of banking solutions and investments.
- Ensured compliance with policies while collaborating with advisors to align strategies with clients' wealth management goals.
Mobile Associate
T-Mobile
New York, USA
08.2024 - 12.2024
- Delivered personalized solutions, enhancing customer satisfaction and fostering loyalty.
- Achieved sales goals while demonstrating in-depth knowledge of products and services.
- Supported teams by managing customer inquiries through various communication channels.
- Assisted in developing training materials for new staff onboarding processes.
- Coordinated scheduling for team meetings and employee training sessions effectively.
Public Relations and Marketing Assistant
Glenville State University
Glenville, USA
08.2023 - 05.2024
- Managed social media content creation and campaigns to increase engagement by 75%.
- Supported event promotion and communications, boosting brand visibility.
- Assisted in developing marketing materials for university events and programs.
- Coordinated social media campaigns to enhance community engagement and outreach.
- Managed event logistics, including scheduling, setup, and promotion efforts.
Sales Associate
WOW Payments
Wall Street, USA
05.2023 - 08.2023
- Conducted B2B outreach to establish and nurture relationships with small business clients.
- Achieved 90% client retention rate by actively participating in team sales training initiatives.
- Engaged customers to understand their payment processing needs.
- Demonstrated product features and benefits to potential clients.
- Assisted in onboarding new merchants to payment systems.
Education
Bachelor of science - Business Management
Glenville State University
Glenville, West Virginia01.2024
Associate of Arts -
Hill College
Hillsboro, Texas01.2021
Skills
- Sales proficiency
- Customer relationship management
- Sales
- Financial Modeling
- Excel
- Pivot Tables
- VLOOKUP
- Excellent organizational skills
- Problem solver
- Fluent in English
- Fluent in Spanish
- Marketing
- Market analysis
- Banking solutions
- CRM systems
- Cross-selling expertise
Certification
Securities Industry Essentials (SIE) Exam, FINRA, 10/16/25
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Associate Banker
J.P. Morgan Chase
12.2024 - Current
Mobile Associate
T-Mobile
08.2024 - 12.2024
Public Relations and Marketing Assistant
Glenville State University
08.2023 - 05.2024
Sales Associate
WOW Payments
05.2023 - 08.2023
Bachelor of science - Business Management
Glenville State University
Associate of Arts -
Hill College