Chase

Associate Banker

February 2021 – June 2022

I facilitate Chase Bank transactions and focus on enhancing Chase’s client’s banking experience. I deliver resources and guidance to help our clients make the most of their banking & finances.

I have gathered a broad knowledge of Chase’s financial systems & consumer baking tools such as: credit cards, checking accounts, savings accounts, CDs, withdrawals, deposits, asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities & more.

Working with a large globally recognized business & brand is allowing me to view a large institution from the front end. I’m looking forward to keep expanding in my role & company; and gain more insights and knowledge into the banking & finance industry.