Overview
Work History
Education
Skills
Programs
Timeline
Generic

Julien Basa

San Francisco

Overview

1
1
year of professional experience

Work History

Associate Banker

Chase
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, CA
12-2023

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
Julien Basa