Marvin Herrera
Van Nuys,CA
Summary
Results-driven associate relationship banker specializing in client relationship management and sales strategy development. Expertise in assessing customer needs and delivering customized financial solutions that enhance satisfaction and loyalty. Proven track record in training associates and fostering relationships that improve client engagement and retention.
Overview
4
4
years of professional experience
Work History
Associate Relationship Banker
JPMorgan Chase
Burbank, CA
07.2025 - Current
- Identified financial needs of customers and presented appropriate product and service options.
- Participated in training and mentoring of new associates, assisting with onboarding.
- Guided clients in selecting appropriate One Chase partners based on individual needs.
- Built long-term relationships with customers by providing personalized service and support.
Sales Representative
Nova Management
Los Angeles, California
04.2022 - 08.2023
- Engaged customers in conversation to accurately identify needs and tailor product recommendations.
- Developed customized sales techniques that increased client engagement and drove upsell opportunities.
- Recruited, hired, and trained new hires to enhance team capabilities and support revenue growth.
Education
High School Diploma -
Birmingham Community High School
Van Nuys, CA06-2021
Skills
- Account management
- Financial product knowledge
- Customer needs assessment
- Sales strategy development
- Customer service
- Relationship building and management
- Employee training
- Effective communication
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Associate Relationship Banker
JPMorgan Chase
07.2025 - Current
Sales Representative
Nova Management
04.2022 - 08.2023
High School Diploma -
Birmingham Community High School