Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Sander Velasquez

Boston,MA

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Licensed Relationship Banker

JP Morgan Chase
Boston, MA
10.2022 - Current
  • Provided exceptional customer service to clients by responding to inquiries and resolving account issues promptly.
  • Developed relationships with customers, offering tailored financial solutions to meet their needs.
  • Conducted one-on-one meetings with customers to review current accounts and discuss future financial goals.
  • Assisted customers in opening new accounts, setting up direct deposits, and transferring funds between accounts.
  • Managed a portfolio of high net worth clients, providing personalized advice on investments, insurance products, and estate planning strategies.
  • Reviewed documentation for compliance with banking regulations prior to approving transactions.
  • Advised customers on the best savings options available based on their individual goals and risk tolerance levels.

TD Bank

Branch Supervisor
Boston, MA
08.2021 - 10.2022
  • Developed relationships with customers, offering tailored financial solutions to meet their needs.
  • Advised customers on the best savings options available based on their individual goals and risk tolerance levels.
  • Developed and implemented a customer service training program for new tellers.
  • Conducted monthly meetings with staff to review performance, discuss challenges, and provide support.
  • Monitored daily cash levels to ensure accurate balancing of accounts at the end of each day.

Education

Associate of Science - Corporate-Finance

Umass Dartmouth
South Dartmouth, MA
12-2026

Associate of Science - Corporte Finance

Bunker Hill Community College
Charlestown, MA
05-2022

Skills

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Insurance Knowledge
  • Relationship Building and Management

Languages

Spanish
Native/ Bilingual

Certification

  • Series SIE
  • Series 6
  • Series 63
  • Life and Health Insurance (MA)
  • Notary

Timeline

Licensed Relationship Banker

JP Morgan Chase
10.2022 - Current

TD Bank

Branch Supervisor
08.2021 - 10.2022

Associate of Science - Corporate-Finance

Umass Dartmouth

Associate of Science - Corporte Finance

Bunker Hill Community College

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Sander Velasquez