Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Belen Tellez

Los Angeles

Summary

Customer-focused finance professional with hands-on experience supporting client payment processes and service documentation in a regulated environment. Adaptable, self-directed, and tech-savvy, with a strong foundation in compliance. Pursuing an MBA while actively expanding expertise in financial operations, and contributing to high-performing, globally distributed teams.

Overview

1
1
year of professional experience

Work History

Associate Banker

JPMorgan Chase
Los Angeles
07.2024 - Current
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Ensured compliance with banking regulations and procedures in daily operations.
  • Assisted customers with account opening and maintenance.
  • Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
  • Coordinated with internal departments to streamline operational processes and improve customer service.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty.
  • Participated in team meetings to discuss performance metrics and strategies for improvement.

Education

MBA - Business Technology Mgmt

Wilmington University
New Castle, DE
03-2027

Bachelor of Arts - Multimedia

California State University, Northridge
Northridge, CA
05-2024

Skills

  • Financial transactions
  • Customer service
  • Compliance management
  • Relationship building
  • Team collaboration
  • Problem resolution
  • Know your customer
  • Internal CRM systems
  • Cash management
  • Cash handling

Languages

Spanish
Native/ Bilingual

Timeline

Associate Banker

JPMorgan Chase
07.2024 - Current

MBA - Business Technology Mgmt

Wilmington University

Bachelor of Arts - Multimedia

California State University, Northridge

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Belen Tellez