Michelle Arias
Azusa,CA
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Banker
JPMorgan Chase
01.2024 - Current
- Educated customers on features and benefits of banking products and services.
- Handled various accounting transactions.
- Participated in ongoing professional development opportunities to enhance knowledge of industry trends, regulations, products, and services.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
Financial Advisor
Prudential Financial
06.2023 - 01.2024
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
United Nations Millennium Fellowship
United Nations Foundation
07.2022 - 06.2023
- Deliver informative sessions to fellows, proposing strategies to achieve short and long-term progress in the United Nations 17 Sustainable Development Goals
- Work closely with fellows from across 37 countries, to convene, challenge, and celebrate the progress of different projects that contribute to the realization of the United Nations goals and mandates.
UC Davis Recreational Sports
UC Davis
09.2021 - 06.2023
- Managed teams of 30 students by supervising recreational activities with detailed schedules
- Learned how to handle pressure in the face of adversity and developed quick problem solving and resourcefulness skills
Amazon Area Manager Intern
Amazon
06.2022 - 09.2022
- Implemented a new facility layout resulting in annual cost savings of $15,000
- Coached, managed, and developed a team of over 200 Amazon associates
- Analyzed data and found ways to reduce idle time to save upwards of $50,000 a year
Education
Bachelor of Science - Managerial Economics
University of California - Davis
Davis, CA06.2023
Skills
- Proficient in Python, RStudio, Product Knowledge, and MS Office (Word, Excel, PowerPoint) Outlook
- Fluent in English and Spanish
- Investment strategies
- Account Retention
- Branch operations
- Money transfers
Certification
- Licensed with Series 66, Series 7, SIE, Life and Health (California)
Timeline
Associate Banker
JPMorgan Chase
01.2024 - Current
Financial Advisor
Prudential Financial
06.2023 - 01.2024
United Nations Millennium Fellowship
United Nations Foundation
07.2022 - 06.2023
Amazon Area Manager Intern
Amazon
06.2022 - 09.2022
UC Davis Recreational Sports
UC Davis
09.2021 - 06.2023
Bachelor of Science - Managerial Economics
University of California - Davis