Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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NESTOR NOCHEZ

Valencia ,CA

Summary

Determined and eager to apply financial knowledge and relationship building to help clients achieve their goals. Collaborative individual who communicates in a fun and friendly matter. Effectively able to acquire, retain and grow portfolio while leveraging personal strengths to exceed organizational objectives.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Banker, MOD, SBS

JPMorgan Chase
07.2022 - Current
  • Results driven Professional with 5 years experience in banking and finance.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Implemented strategies such as client outreach and following up with clients to increase customer retention, enabling loyalty and customer referrals.
  • Uncovered financial needs and provided additional products and services to existing clients to deepen relationships.
  • Proactively engage and collaborate with a team of branch specialist including Private Client Advisors, Business Relationship Managers, and Home Lending Advisors, to ensure effective partner integration efforts and to drive customer obsession with aligned objectives

Personal Banker, MOD

JPMorgan Chase
06.2019 - 07.2022
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing credit card applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.


Education

High School Diploma -

AEWC
Los Angeles, CA
06.2009

Skills

  • Business Development
  • Employee Motivation
  • Creative Thinking
  • Security Understanding
  • Communications Strategies

Certification

  • SIE
  • SERIES 6
  • SERIES 63
  • CA Life insurance

Languages

Spanish
Full Professional

Timeline

Relationship Banker, MOD, SBS

JPMorgan Chase
07.2022 - Current

Personal Banker, MOD

JPMorgan Chase
06.2019 - 07.2022

High School Diploma -

AEWC

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