Julien Basa
San Francisco
Overview
1
1
year of professional experience
Work History
Associate Banker
Chase
San Francisco, CA
07.2024 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Ensured compliance with all internal control policies and federal regulations.
- Ability to detect fraud and complete the necessary actions needed in order to resolve the issue.
- Referred clients to investment bankers and financial advisors who were most suitable for their needs.
- Recommended and enrolled clients in financial products.
Education
Bachelor of Science - Accounting
San Francisco State University
San Francisco, CA12-2023
Skills
- Investment strategies
- Financial planning
- Sales proficiency
- Banking regulations
- Risk management policies
- Educating clients
- Audit support
- Analyzing data
Programs
Proficient in Microsoft Excel, Word, & Powerpoint
Basic Knowledge in Microsoft Access
Timeline
Associate Banker
Chase
07.2024 - Current
Bachelor of Science - Accounting
San Francisco State University