Uriel Santos
Santa Ana,CA
Summary
Results-driven banker with a strong sales focus and a proven ability discover needs and refer customers effectively to partners. Skilled in building lasting relationships and exceeding sales targets. Excellent organizational, relationship-building and documentation skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Banker ME Float
Chase Bank
05.2023 - Current
- Evaluated client financial positions and identified most appropriate banking products
- Developed and maintained strong customer relationships, providing exceptional service
- Educated customers on features and benefits of banking products and services
Associate Banker
Chase Bank
06.2021 - 04.2023
- Provided advice on different bank products and financial options.
- Developed tailored solutions to meet individual banking needs.
Education
Bachelor of Arts - Finance
California State University Fullerton
Associate of Arts - Business
Santa Ana College
Skills
- Fluent in Spanish
- Excellent Time Management
- Generating Referrals
- Promoting Products
Certification
- Securities Industry Essentials (SIE) Exam | FINRA | September, 2024
Timeline
Associate Banker ME Float
Chase Bank
05.2023 - Current
Associate Banker
Chase Bank
06.2021 - 04.2023
Associate of Arts - Business
Santa Ana College
Bachelor of Arts - Finance
California State University Fullerton
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