Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Scott Contreras

Summary

Banking professional with strong foundation in delivering personalized financial advice and managing customer accounts. Experienced with financial analysis and risk assessment on recommending specific banking products. Known for reliable team collaboration and delivering results that align with company goals. Reliable and adaptable, possessing strong analytical skills and attention to detail. Brings expertise in consumer and business banking that includes experience in home, auto, business loans.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Licensed Banker

JPMorgan Chase
04 2021 - Current
  • Provided Financial advice and aided clients with applications on various banking products including credit cards, checking/savings accounts, home, auto, and business loans.
  • Collaborated with various officers in the business, investment, and home lending departments to create a efficient and productive environment.
  • Created and support a client portfolio of 350+ clients including varying net worth individuals and businesses totaling over 25 million retained funds to the firm.
  • Developed excellent time management skills by balancing calling/creating leads, assisting walk-ins, managing appointments, and reviewing updated procedures and policies.
  • Managed risk effectively by adhering KYC (Know Your Customer) and risk assessment procedures prior to recommending a specific product.
  • Organized, analyzed, and submitted various disclosures and legal documents to specific departments for approval, including trust, power of attorney, and financial documents.

Pro Associate

The Home Depot
07.2017 - 04.2021
  • Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Education

Bachelor of Arts -

University of California, Irvine
06-2020

Skills

  • Client relationship management
  • Financial product knowledge
  • Portfolio management
  • Analyzing data
  • Documentation review
  • Risk assessment
  • Business planning
  • Consumer banking
  • Financial advice

Certification

  • SIE, Series 6, 63, and Life Licenses - 2022-2026

Languages

Spanish
Professional Working

Timeline

Pro Associate

The Home Depot
07.2017 - 04.2021

Licensed Banker

JPMorgan Chase
04 2021 - Current

Bachelor of Arts -

University of California, Irvine

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Scott Contreras