SHARAY SANCHEZ
Concord,CA
Summary
Experienced Relationship Banker with a strong background in consumer banking and financing. Adept at building and maintaining client relationships, with a proven track record of enhancing customer financial health and achieving sales goals. Known for being personable and a collaborative team player. Seeking new growth opportunities to leverage my skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Relationship Banker
JPMorgan Chase
Concord, USA
06.2025 - Current
- Developed strong customer relationships through personalized banking solutions and effective communication.
- Ensured compliance with regulatory requirements.
- Analyzed client financial needs to recommend appropriate products and services, enhancing overall satisfaction.
Relationship Banker
JPMorgan Chase
Walnut Creek, USA
11.2024 - 03.2025
- In training to complete licensing.
- Competed SIE 11/19/2024
- Completed Series 63 12/23/2024
- Incomplete Series 6: last attempt 01/09/2025
Relationship Banker
Bank of America
San Leandro, USA
11.2022 - 08.2024
- Developed and maintained relationships with clients to understand their financial needs and goals.
- Assisted clients with account management, product recommendations, and resolving inquiries.
- Achieved sales targets by cross-selling banking products and services, with digital first approach.
Teller
Citibank
Hayward, USA
11.2021 - 07.2022
- Processed customer transactions efficiently and accurately while providing excellent customer service.
- Assisted clients with account inquiries, balances, and bank services.
- Promoted bank products and services to enhance customer satisfaction.
Sales Associate
Victoria Secret
Hayward, USA
06.2019 - 01.2020
- Provided exceptional customer service to enhance the shopping experience.
- Assisted with inventory management and visual merchandising.
- Achieved sales targets through effective product knowledge and customer engagement.
Hostess and Food Runner
Chili's Bar and Grill
San Leandro, USA
03.2017 - 12.2018
- Managed reservations and greeted customers with a friendly demeanor.
- Coordinated food delivery to tables, ensuring timely service and customer satisfaction.
- Assisted with various restaurant operations to maintain a smooth workflow.
Education
High School Diploma -
San Lorenzo High School
San Lorenzo, CASkills
- Financial advising
- Audits
- Relationship building
- Relationship management
- Banking software proficiency
- Point-of-sale systems proficiency
- Customer service
- Communication skills
Certification
- SIE
- NASAA Series 63
Languages
Spanish, Native or Bilingual
Timeline
Associate Relationship Banker
JPMorgan Chase
06.2025 - Current
Relationship Banker
JPMorgan Chase
11.2024 - 03.2025
Relationship Banker
Bank of America
11.2022 - 08.2024
Teller
Citibank
11.2021 - 07.2022
Sales Associate
Victoria Secret
06.2019 - 01.2020
Hostess and Food Runner
Chili's Bar and Grill
03.2017 - 12.2018
High School Diploma -
San Lorenzo High School