Rashel Sanchez
225 Bennet Ave Apt 3E New York,NY
Summary
Banking professional with 1+ year of experience at JPMorgan Chase delivering advice-based financial solutions, managing client relationships, and supporting deposit growth and balance expansion. Proven success partnering with Mortgage Bankers, Private Client Advisors, and internal specialists to meet complex client needs. Strong background in new client acquisition, referrals, regulatory compliance and relationship deepening. Licensed Life Insurance Agent with demonstrated ability to serve affluent and mass-affluent clients through consultative engagement.
Overview
4
4
years of professional experience
Work History
Associate Banker
JPMorgan Chase
NEW YORK, NY
12.2024 - Current
- Serve as a trusted point of contact for personal and mass-affluent clients, delivering advice-based banking solutionsaligned to individual financial goals.
- Actively support new client acquisition and referral generation by identifying clients eligible for Chase Private Client and escalating opportunities to licensed partners.
- Manage and deepen client relationships through deposit growth, balance retention, and product adoption (checking, savings, digital banking).
- Partner closely with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialized financial solutions.
- Deliver high-touch service while executing domestic and international wires, ACH, and money movement transactions.
- Promote and set up 24/7 self-service digital tools, improving client convenience and engagement.
- Ensure strict adherence to regulatory and compliance requirements, including AML, KYC, OFAC, and internal Chase policies.
- Utilize bilingual communication (English/Spanish) to strengthen trust, enhance client experience, and support diverse communities.
Financial Advisor
Globe Life Insurance Company
NEW YORK , NEW YORK
05.2022 - 09.2024
- Managed a book of business consisting of individual and family clients, delivering consultative, needs-based financial protection solutions.
- Conducted comprehensive financial needs assessments, driving consistent new client acquisition and client retention.
- Exceeded monthly sales goals through relationship-oriented prospecting, referrals, and follow-up.
- Maintained full compliance with state licensing, underwriting standards, and regulatory requirements.
- Built long-term client relationships through personalized service and culturally competent communication in Spanish.
Education
.
Skills
- Private Client Relationship Management
- Affluent & Mass-Affluent Client Engagement
- Advice-Based Financial Solutions
- Financial Needs Analysis & Goal-Based Planning
- New Client Acquisition & Referral Generation
- Deposit, Balance & Relationship Growth
- Partnering with Mortgage, Wealth & Business Specialists
- Digital Banking Adoption & Self-Service Enablement
- Risk Awareness & Policy-Driven Decision Making
- Client Retention & Experience Excellence
- Bilingual Financial Communication (English / Spanish)
- Time & Portfolio Management in Branch Environment
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Associate Banker
JPMorgan Chase
12.2024 - Current
Financial Advisor
Globe Life Insurance Company
05.2022 - 09.2024
.