Overview
Work History
Education
Skills
Certification
Timeline
Generic

YURITZI KAYLA CHAVEZ

Glendale

Overview

7
7
years of professional experience
1
1
Certification

Work History

Relationship Banker

JP Morgan Chase
09.2023 - Current
  • Educated customers on various lending options available, empowering them to make informed decisions about their finances.
  • Ensured regulatory compliance by accurately adhering to bank policies.
  • Provided exceptional service to clients, building trust and fostering long-term relationships.
  • Boosted sales of investment products by uncovering new money and discussing client's long term wealth plan goals.
  • Oversees designated clients and proactively engages with them through in-person meetings and phone consultations to cultivate enduring relationships, identify financial needs, and provide customized product and service recommendations.
  • Collaborates with One Chase partners, including Financial Advisors, Mortgage Bankers, and Business Relationship Managers, to connect customers with experts who can address their specialized financial needs.
  • Promote digital banking services to enhance customer convenience and knowledge.
  • Rapidly and accurately masters products, services, and procedures to deliver integrated solutions that optimize the functionality of One Chase offerings.

Relationship Banker

Wells Fargo
10.2022 - 09.2023
  • Generated over $8 million in new product sales from both existing and new clients
  • Recommend/educate new products to clients and maintained solutions-oriented problem-solving for long-term client relationships
  • Taking initiative to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
  • Quickly obtaining in-depth product and service knowledge to deliver accurate well-informed customer advice
  • Partnered with Specialists (Investment/wealth management, Mortgage specialist, Business bankers) to connect customers to experts who can help them with specialized financial needs
  • Generated over $5 million in new business through specialist referrals
  • Ability to take initiative to educate, influence, and connect customers to technology
  • Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments while continuously growing book of business

Associate Banker ME

JP Morgan Chase
01.2020 - 09.2022
  • Engage in lobby to assist and educate customers on how to conduct simple transactions through self-service technologies
  • Building and deepen relationships by uncovering financial needs and recommending best products, services, and solutions through product knowledge to meet those needs
  • Introducing customers to licensed bankers who will build relationships and assist with specialized financial needs
  • Creating positive team environment by modeling appropriate behaviors
  • Maintaining highest level of customer service standards while consistently delighting customers and exceeding expectations
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Assisted customers with setting up or closing accounts, deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address, accurately and efficiently
  • Complying with all policies, procedures and regulatory and banking requirements

Warehouse Worker

Amazon
05.2019 - 02.2020
  • Accountable for checking if products were available in inventory, and putting sticker labels on package boxes, working along with the warehouse team to do numerous amounts of task which consisted of arranging inventory and recording items
  • Missing and/or delayed products would launch an investigation into the reason products were not delivered at promise time

Cashier

Target
06.2018 - 05.2019
  • Responsibilities consist of maintaining money within cash register, constantly checking accuracy of money receiving and distributing, and verifying all payments transactions were correct and proficient
  • Conducting other financial transactions such as exchanges, refunds, and sales
  • Assisting customers with questions or issues with current experience all while giving solution to problems in timely manner

Education

Associates Degree -

Pasadena City College
Pasadena, CA
06.2020

Skills

  • Exceed Expectations
  • Excellent Team Leadership
  • Sales Proficiency
  • Follow-Up Skills
  • Build Customer Relationships
  • Active Communications
  • Energetic Attitude
  • Critical Thinking
  • Spanish speaking

Certification

  • Series 6
  • Series 63
  • SIE
  • Life Insurance
  • Notary

Timeline

Relationship Banker

JP Morgan Chase
09.2023 - Current

Relationship Banker

Wells Fargo
10.2022 - 09.2023

Associate Banker ME

JP Morgan Chase
01.2020 - 09.2022

Warehouse Worker

Amazon
05.2019 - 02.2020

Cashier

Target
06.2018 - 05.2019

Associates Degree -

Pasadena City College

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YURITZI KAYLA CHAVEZ