ROBERT VALDIVIA

Business Relationship Manager II at Jpmorgan Chase Bank National Association
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Contact Information
us****@****om
(386) 825-5501
Location
San Jose, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Resident Insurance Producer - Variable Contracts
    California Department of Insurance
    Oct, 2015
    - Oct, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2015
    - Oct, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2015
    - Oct, 2024
  • Resident Insurance Producer - Accident and Health
    California Department of Insurance
    Sep, 2008
    - Oct, 2024
  • Resident Insurance Producer - Life-Only
    California Department of Insurance
    Sep, 2008
    - Oct, 2024
  • Resident Insurance Producer - Casualty Broker-Agent
    California Department of Insurance
    Aug, 2006
    - Oct, 2024
  • Resident Insurance Producer - Property Broker-Agent
    California Department of Insurance
    Aug, 2006
    - Oct, 2024

Experience

  • Jpmorgan Chase Bank National Association
    • Brazil
    • Banking
    • 200 - 300 Employee
    • Business Relationship Manager II
      • Apr 2022 - Present

    • Business Relationship Manager
      • Oct 2018 - May 2022

    • Private Client Banker
      • Jul 2011 - Oct 2019

  • CSAA Insurance Group, a AAA Insurer
    • United States
    • Insurance
    • 700 & Above Employee
    • Insurance Agent
      • May 2003 - Dec 2010

      Identified consumer insurance needs recommending a variety of insurance products including, auto, home, property, and life. Inform and educate customers of variety of state insurance laws while assisting clients providing proper coverage limits contingent upon personal needs. Identified consumer insurance needs recommending a variety of insurance products including, auto, home, property, and life. Inform and educate customers of variety of state insurance laws while assisting clients providing proper coverage limits contingent upon personal needs.

Education

  • SAN JOSE CITY COMMUNITY COLLEGE
    2003 - 2008

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