Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Affiliations
References
Timeline
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Peter Harmaz

El Cajon,CA

Summary

Seasoned Associate Banker with extensive experience at Chase Bank, specializing in credit assessment and customer relationship management. Proven ability to enhance compliance with banking regulations while driving sales through strong analytical skills and relationship-building expertise. Notable achievements include significant improvements in client satisfaction and operational efficiency, positioning as a key asset in any financial institution. Career aspirations include further advancing in banking strategy and compliance roles.

Overview

10
10
years of professional experience

Work History

Associate Banker

Chase Bank
San Diego, CA
11.2021 - Current
  • Executed various financial transactions seamlessly.
  • Presented comprehensive details about bank offerings to clients.
  • Consistently uphold compliance with organizational and regulatory guidelines.
  • Ensured compliance with banking guidelines while handling complaints.
  • Performed financial transactions with accuracy and efficiency.
  • Oversaw ATM functions and reconciliation.
  • Analyzed account details pertaining to various loan and deposit transactions.
  • Adjusted, initiated and terminated customer accounts.
  • Reviewed clients' fiscal statements to suggest personalized banking options.
  • Evaluated financial data to support loan decisions.
  • Coordinated comprehensive phases of loan applications, ensuring efficient transition from collection to communication.

Credit Solutions Associate

CoreLogic
San Diego
03.2021 - 06.2021
  • Resolved business problems for clients using specialized proficiency in CoreLogic solutions.
  • Acquired in-depth proficiency with CoreLogic product utilization by customers.
  • Advanced prospects through the sales pipeline effectively.
  • Fostered a culture focused on data-driven insights and continuous improvement.
  • Verified compatibility of specifications with business needs through stakeholder validation.
  • Qualified leads by initiating outbound follow-up calls through telephone and email correspondence with potential and existing customers.
  • Updated records with current customer information in an organized manner.
  • Collaborated with outside sales reps and account managers to maintain current account activities.

Teller: Branch Service Specialist

Union Bank
Chula Vista, CA
08.2018 - 02.2021
  • Executed financial transactions, such as deposit processing and check cashing.
  • Handled customer queries related to accounts and provided solutions promptly.
  • Achieved goals through effective promotion of bank offerings.
  • Maintained accuracy in balancing daily cash transactions.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Recognized prospects for cross-selling various banking products.

Assistant Manager

Fat Boys Deli
San Diego, CA
01.2015 - 01.2018
  • Directed training sessions for deli employees on food preparation techniques.
  • Maintained high standards of safety and service quality.
  • Oversaw day-to-day activities involving schedules, inventory oversight, and ensuring quality standards.
  • Implemented compliance measures for safety protocols.
  • Executed measures that boosted company profit margins by cutting costs.
  • Addressed customer inquiries in a composed and professional way.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Communicated regularly with customers to gain insights into their needs.

Education

Bachelors - Business

Point Loma Nazarene University
01.2022

Skills

  • Credit assessment
  • Loan processing
  • Sales proficiency
  • Banking regulations
  • Cash oversight
  • Follow-up skills
  • Customer relationship management
  • Know your customer
  • Account closing process
  • De-escalating conflicts
  • Money handling
  • Relationship building
  • Cash management

Languages

Arabic
Elementary

Accomplishments

  • OSAT recognition
  • Banking Certificate

Affiliations

  • Building relationships with colleagues and customers.
  • Honest, reliable and willing to work hard to achieve any end goal needed.

References

References available upon request.

Timeline

Associate Banker

Chase Bank
11.2021 - Current

Credit Solutions Associate

CoreLogic
03.2021 - 06.2021

Teller: Branch Service Specialist

Union Bank
08.2018 - 02.2021

Assistant Manager

Fat Boys Deli
01.2015 - 01.2018

Bachelors - Business

Point Loma Nazarene University
Peter Harmaz