Experience

Jpmorgan Chase Bank National Association

• Brazil
• Banking
• 200 - 300 Employee

• Private Client Banker

  • Nov 2023 - Present

  Los Angeles, California, United States



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Relationship Banker

  • Jul 2018 - Present



CTBC Bank Corp. (USA)

• Banking
• 400 - 500 Employee

• Financial Relationship Specialist

  • Feb 2017 - 2018

  Rowland Heights, CA •Identify current and potential customers with additional profit potential and develop action plans to acquire and expand those relationships •Meet with current and potential affluent customers with greater profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships •Identify cross-selling opportunities, including opportunities to refer… Show more •Identify current and potential customers with additional profit potential and develop action plans to acquire and expand those relationships •Meet with current and potential affluent customers with greater profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships •Identify cross-selling opportunities, including opportunities to refer customers to other sales representatives [CRE, C&I, PCM, MLO, Cetera Investment Services] through proper customer profiling and needs-based selling •Conduct needs assessment with current and potential customers and recommend insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. •Refer customers to licensed employees as appropriate •Open deposit accounts on the bank’s system ensuring all documentation requirements, policies and procedures are adhered to •Actively participate in all bank’s sales campaigns and promotions and exceed targets set •Maintain superior and courteous service to promote products and expand customer relationships •Ensure branch or work area is maintained in accordance with the Bank’s regulation standards •Ensure compliance regulations with the Bank’s policy and procedures and government regulations •Successfully complete all mandatory training assigned in a timely manner •Update and maintain the individual sales tracking records [i.e. customer portfolio reports, sales reports, and customer contact log] for sales tracking and performance review purposes Show less



East West Bank

• United States
• Banking
• 700 & Above Employee

• Customer Service Lead

  • Feb 2015 - Feb 2017



East West Bank

• United States
• Banking
• 700 & Above Employee

• Senior Customer Service Representative

  • Apr 2012 - Dec 2013

• Customer Service Representative

  • Feb 2010 - Apr 2012