Johana Sanchez
North Hollywood
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Banker
JP Morgan Chase
06.2022 - Current
- Assisted customers with setting up or closing accounts such as personal, rep payee, power of attorney and decedent accounts. Also helped clients apply for credit card and set up digital services.
- Utilized gold boxes to make appropriate customer referrals to one chase partners such as chase private client upgrades, credit cards and investments.
- Consistently utilize chase answers and knowledge to support customers with everyday banking needs including transactions found in teller express, customer assist, linq, client central.
- Educated customers on online mobile banking application with reissue of debit card, open claims, wire transfer, credit journey identity monitoring , wealth plans, chasemyhome and chase auto.
- Exceeded number of credit card applications per month and chasemyhome activations.
- Identified and delivered appropriate solutions that address the needs of our clients/ customers.
- Established rapport with new and long term clients to increase satisfaction, loyalty and opportunities for referrals.
Education
Kinesiology
Los Angeles Valley College
Van Nuys, CA06.2023
GED -
North Hollywood High School
North Hollywood, CA06.2019
Skills
- Proficient with Microsoft Office applications
- Developing/ building customer relationships
- Educating clients with digital services and products
- Sales proficiency
- Fluent in Spanish
- Due diligence
- Cross-selling and partner referrals
Objectives
Experienced Associate Banker with 2+ years of experience seeking a challenging role as a relationship banker to further develop my skills and contribute to the success of JP Morgan Chase, by building a strong clientele and exceeding financial goals.
Certification
National Notary Association
2024- Present
References
Branch Manager
Roxana Walden
Phone number : (818)763-0245
Email: Roxana.h.walden@chase.com
Timeline
Associate Banker
JP Morgan Chase
06.2022 - Current
Kinesiology
Los Angeles Valley College
GED -
North Hollywood High School
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