Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Brad Ataman-Plasencia

Winter Park,Florida

Summary

Licensed banking professional with 4+ years of experience in client relationship management, sales, and financial services. Skilled in opening accounts, cross-selling products, and resolving client issues. Holds Series 6, 63, SIE, and Life & Health Insurance licenses.

Overview

3
3
years of professional experience

Work History

Licensed Relationship Banker

Chase Bank
09.2021 - 08.2022
  • Earned Series 6, Series 63, SIE, and Life/Health Insurance licenses.
  • Prospected and engaged clients to present financial products and services.
  • Collaborated with partners to drive referrals and deepen client relationships.
  • Built strong relationships with key stakeholders and decision-makers.
  • Strengthened customer relationships by maintaining proactive follow ups.

Relationship Banker

Bank of America
08.2020 - 08.2021
  • Advised clients on bank products and basic financial strategies.
  • Ensured compliance with financial regulations and audit procedures.
  • Promoted a culture of performance and client satisfaction.
  • Handled cash transactions and account servicing with accuracy.

Teller

Westamerica Bank
03.2019 - 07.2020
  • Delivered exceptional customer service by handling transactions with professionalism and accuracy.
  • Operated money counters, balanced ATMs, and opened new customer accounts.
  • Maintained strict confidentiality of all client and bank records.
  • Reconciled daily cash deposits and vault inventory with a zero error rate.
  • Expanded product knowledge through training sessions and internal workshops.

Education

Pilot Trainee

Orlando Flight School
Orlando, FL
08-2023

Skills

  • Digital & Mobile Banking Solutions
  • Team Collaboration & Leadership
  • Effective communication
  • Adaptability
  • Client relationship building
  • Resourcefulness
  • Teamwork and collaboration
  • Multitasking

Accomplishments

    Private Pilot Licensing

Timeline

Licensed Relationship Banker

Chase Bank
09.2021 - 08.2022

Relationship Banker

Bank of America
08.2020 - 08.2021

Teller

Westamerica Bank
03.2019 - 07.2020

Pilot Trainee

Orlando Flight School

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