Andres Perez
Bachelor of Science in Business Administration-Management
- Role
- Associate Banker-market Expansion at Chase
- Location
- Clovis, CA, US
- LinkedIn followers
- 500 followers
About Andres Perez
Results-driven Financial Services Professional with investment strategies, wealth management, and estate planning expertise. Strong background in client relationship management, financial analysis, and risk assessment. Adept at leveraging data-driven insights to develop tailored financial plans that enhance client portfolios. Proven track record in business development and sales growth. Passionate about delivering comprehensive financial education to help individuals and businesses achieve their financial goals.
Experience
Associate Banker-market Expansion
May 2025 — Present
Processed 100+ daily transactions with consistent accuracy, supporting secure and efficient branch operations.Handled 7-figure wire transfers and large-volume money movements while maintaining full compliance and attention to detail.Built strong client relationships, open accounts, promoted digital banking tools, and supported branch growth in new expansion markets.Successfully cross-sold Chase credit cards and banking products, identifying opportunities that aligned with client needs.
Education
Clovis Community College
Associate's degree, Business Administration
2018 — 2020
California State University, Fresno
Bachelor of Science - BS, Business Administration and Management, General
2020 — 2022
Clovis High School
General Education
2014 — 2018
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