Maria Fernanda Malave
Summary
Licensed financial professional. Motivated and outgoing individual pursuing a degree in finance. Eager to grow professionally through an organization, which allows me to develop and make an impact. I am team-oriented and focus on achieving organizational goals.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Chase Bank
Plano, TX
10.2025 - Current
- Cultivated strong client relationships through personalized banking solutions by facilitating communication between the firm and clients.
- Educated clients on financial needs to enhance their banking experience.
- Perform banking transactions properly reported and submitted through the system.
- Ensured compliance with regulatory requirements and completed necessary regulatory and legal tasks.
- Collaborated with team members to streamline operations and effectively monitor schedules and tasks.
Associate Banker
Chase Bank
McKinney, TX
08.2023 - 10.2025
- Opened new consumer accounts following Chase Bank service and compliance standards.
- Processed customer transactions with accuracy, ensuring smooth and efficient service.
- Received and processed customer transactions at point of sale to ensure accurate financial records.
- Maintained detailed records of customer interactions and transactions to support service quality.
- Established strong relationships with customers, enhancing loyalty and trust in services offered.
- Ensure confidentiality of all customer records and information according to company policies.
- Developed detailed knowledge of products, industry expectations and organization.
Sales Assistant
Blue Home Chile
Santiago Metropolitan Area, Chile
08.2022 - 02.2023
- Facilitated sales discussions to identify and address customer needs.
- Addressed customer inquiries via phone, email, and in-store, ensuring resolution and satisfaction.
- Updated sales records and customer information.
- Collaborated with departments to streamline service delivery.
- Reviewed files, records and researched documents to obtain the necessary information to achieve tasks.
Skills
- Bilingual communication
- Interpersonal communication
- Consumer banking
- Account opening
- Transaction processing
- Financial analysis
- Proactive and Adaptable
FINRA Licensing
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
Timeline
Relationship Banker
Chase Bank
10.2025 - Current
Associate Banker
Chase Bank
08.2023 - 10.2025
Sales Assistant
Blue Home Chile
08.2022 - 02.2023