Relationship Banker
San Luis Obispo, California, United States
In this role, I helped new and existing customers with their accounts while tailoring their banking needs so they can make the most of their time and money. While working for Chase, I gained so much knowledge about the ins and outs of finance industry that helped me provide appropriate solutions to help customers reach their financial goals. I also gained vast experience in my current role as a notary and signing agent due to handling and organizing various documents such as trusts… Show more In this role, I helped new and existing customers with their accounts while tailoring their banking needs so they can make the most of their time and money. While working for Chase, I gained so much knowledge about the ins and outs of finance industry that helped me provide appropriate solutions to help customers reach their financial goals. I also gained vast experience in my current role as a notary and signing agent due to handling and organizing various documents such as trusts, refinances, mortgages, HELOCs, deeds, ect. The relationships I made here will last with me forever! Show less