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Client-focused and top-performing Relationship Banker with extensive experience in servicing the financial needs of clients. Recognized for consistently exceeding client expectations and organizational goals while upholding company values with utmost integrity. Skilled in achieving positive outcomes that benefit the company and contribute to ongoing client relationships. Keen presentation and communication skills. Fluent in Spanish. Technically skilled in contact manager software and Microsoft Office (Word, Excel, Access, Outlook, PowerPoint).

Work experience

20142014

Server

Bahia Yacht club

Provide the highest level of service to high net worth clients .

20112014

Relationship Banker

j.P. MORGAN CHASE

Develop and cultivate flourishing business relationships with wide range of client base. Conceptualize strategic financial plans for clients based on results of comprehensive needs assessments. Collaborate with partners regarding development and implementation of cross-selling. Use maintenance opportunity to solve customer issues to build relationships and discover financial needs.

Education

20012003

Degree not completed

CSULB

Business Management