Nicholas Viera
Associate Banker @JPMorganChase
Signup · Get unlimited contacts
WORK HISTORY
Associate Banker @JPMorganChase
Los Angeles County, CA, US
Assisted transactions such as: wire transfers, deposits, cashier checks, withdrawal, payments, opening & closing of accounts.• Complied with the legal banking laws such as the US Patriot Act, Bank Secrecy Act (BSA) and Suspicious Activity Report (SAR), and Anti Money Laundering (AML).• Investigated fraud and illegal activity in such forms as: wire fraud, identity theft, social security theft, elder financial abuse, money laundering, credit card fraud, and false Chase emails/or messages.• Led in sale referrals for the year of 2023, increase in 20% of all sales compared to 2022, including: credit card applications, CDs, retirement accounts, new business opportunities, and new private high wealth clients.• Created appointment scheduling for the Chase Wealth Management team to aid in productivity flow.• Represented Adelante, a community group with the mission to excel Latino professionals forward in the banking industry with JP Morgan Chase & Co.• Credit Card Champion, representative for the Los Angeles branch to inform the market on sales and referrals with other market members.
EDUCATION
UCLA Anderson School of Management
Master of Business Administration - MBA
California State University, Northridge
Bachelor of Science - BS
Los Angeles Pierce College
Associate's degree
ABOUT NICHOLAS VIERA
Incoming UCLA Full Time MBA at Anderson School of Management California State University of Northridge Undergrad Bachelor’s of Science in Financial Analysis
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.