Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Sandra Barriga

Houston

Summary

Dedicated and passionate banker with 10 year banking experience helping clients achieve financial goals. Delivering thoughtful, trustworthy and long lasting relationships to meet clients needs. Excel in communication, problem-solving and client satisfaction.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Banker

JP Morganc Chase & Co
Houston
10.2023 - Current
  • Provided customers with financial advice and assistance in setting up accounts, loans, and uncovering investment opportunities.
  • Conducted regular review of customer accounts to identify opportunities for additional products, services or new outside business.
  • Assist clients to build a plan to achieve any financial goal through my team of experts.
  • Stay up to date on products and services to build and maintain strong trustworthy client relationships.

Small Business Banker

JP Morgan Chase & Co
Houston
01.2019 - 10.2023
  • Assist both consumers and business owners in opening accounts and achieving any financial goals through my team of experts.
  • Identify opportunities for growth that benefit clients.
  • Provide comprehensive banking solutions to simplify needs, meet goals, and grow business.
  • Build long-lasting customer relationships by providing clients our simple six solutions that assist both consumers and business owners in saving time, saving money, and managing their finances.

Teller

JP Morgan Chase & Co
Houston
12.2014 - 01.2019
  • Accurately process various large teller transactions at a fast speed while interacting with customers.
  • Monitor and maintain appropriate cash levels for the branch.
  • Verify incoming and outgoing cash shipments.
  • Responsible for the vault, cash handling, audits to the ATM, cashbox, and vault.
  • Verify customer identification to ensure compliance and privacy.

Assistant Store Manager

Sprint
Houston
06.2013 - 12.2014
  • Responsible for supporting store operations, managing inventory, coaching team, promoting products, and updating collateral.
  • Deliver professional sales delivery to each client, with strong knowledge of mobile devices, plans, accessories, and electronic products.
  • Exceed the sales goal given monthly.

Education

Elsik High School
Houston, TX

Skills

  • Financial advising
  • Problem solving
  • Customer service
  • Interpersonal skills
  • Relationship building
  • Problem-solving abilities

Certification

  • SIE
  • SERIES 6
  • SERIES 63
  • TEXAS LIFE INSURANCE

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Relationship Banker

JP Morganc Chase & Co
10.2023 - Current

Small Business Banker

JP Morgan Chase & Co
01.2019 - 10.2023

Teller

JP Morgan Chase & Co
12.2014 - 01.2019

Assistant Store Manager

Sprint
06.2013 - 12.2014

Elsik High School
Sandra Barriga