Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Steven Franco

Cincinnati

Summary

Detail-oriented professional with 10+ years of experience and a proven knowledge of branch operations, consumer banking, and identifying potential investors.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
02.2021 - Current
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Conducted joint meetings with partners to find suitable solutions for clients

Relationship Banker/MOD/SB

J.P. Morgan Chase
05.2018 - 01.2021
  • Acting manager on duty when managers are absent
  • Provide service to clients and find solutions to complex needs
  • Help facilitate the daily needs of the branch by performing audits, accepting cash shipments, and being the designated closer.

Personal/Relationship Banker/MOD

J.P. Morgan Chase
02.2015 - 05.2018
  • Acting manager on duty when managers are absent
  • Provide service to clients and find solutions to complex needs
  • Help facilitate the daily needs of the branch by performing audits, accepting cash shipments, and being the designated closer.

Teller

J.P. Morgan Chase
02.2012 - 02.2015
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
  • Promote products that fit the client's needs and refer them to partners.

Front store clerk/photo technician

CVS Pharmacy
04.2009 - 02.2012
  • Provide excellent customer service while processing transactions
  • Developed and processed photos in a timely manner
  • Receive shipments and stock the inventory.

Education

N/A - Political Science

Riverside City College
Riverside, CA

High School Diploma - undefined

Martin Luther King High School
Riverside, CA

Skills

  • Verbal and Written Communication
  • Market Trends Monitoring
  • Client Interviews
  • Investment Opportunity Identification
  • Attention to Detail

Certification

  • Series 7
  • Series 66
  • Series 6
  • Series 63
  • Life Insurance License

Timeline

Private Client Banker

JPMorgan Chase
02.2021 - Current

Relationship Banker/MOD/SB

J.P. Morgan Chase
05.2018 - 01.2021

Personal/Relationship Banker/MOD

J.P. Morgan Chase
02.2015 - 05.2018

Teller

J.P. Morgan Chase
02.2012 - 02.2015

Front store clerk/photo technician

CVS Pharmacy
04.2009 - 02.2012

N/A - Political Science

Riverside City College

High School Diploma - undefined

Martin Luther King High School

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Steven Franco