Melissa Garcia
Ventura,California
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Relationship Banker
JPMorgan Chase
Ventura, CA
12.2024 - Current
- Established and nurtured client relationships through personalized outreach and branch engagement.
- Serviced personal, business, and fiduciary accounts, ensuring compliance and accurate documentation.
- Delivered tailored financial solutions aligned with client needs and facilitated referrals to One Chase Partners.
- Addressed routine and complex inquiries, providing exceptional customer experiences while adhering to regulations.
Associate Banker-Market Expansion
JPMorgan Chase
Ventura, California
10.2021 - 12.2024
- Cultivated client relationships through product expertise and connections to licensed bankers for enhanced financial opportunities.
- Managed branch operations, overseeing lobby traffic and client appointment scheduling.
- Educated clients on self-service solutions, including Chase Mobile App and online banking, to enhance efficiency.
- Trained peers on new processes, such as digital account opening and tablet-based banking tools to support team development.
Education
MBA -
California State University, Channel Islands
Camarillo, CA05-2026
Bachelor of Arts -
California State University, Northridge
Northridge, CA12-2023
Certification
Series 6 Investment Company & Variable Contracts Products Representative
Languages
Spanish - Native/Bilingual
Timeline
Relationship Banker
JPMorgan Chase
12.2024 - Current
Associate Banker-Market Expansion
JPMorgan Chase
10.2021 - 12.2024
MBA -
California State University, Channel Islands
Bachelor of Arts -
California State University, Northridge