Iris Liu
About Iris Liu
Iris Liu is a Business Relationship Manager at Chase, where she has worked since 2022. She holds a Bachelor's degree from the University of California, Berkeley, and possesses series 6 and 63 licenses, demonstrating her expertise in the financial industry.
Work at Chase
Iris Liu has been employed at Chase since 2016, where she serves as a Business Relationship Manager. In this role, she focuses on managing client relationships and providing tailored financial solutions to small businesses. Her tenure at Chase spans over eight years, during which she has also held positions such as Small Business Specialist and Relationship Banker. Liu's experience in these roles has contributed to her understanding of the financial needs of diverse clients.
Education and Expertise
Iris Liu completed her Bachelor's degree in Hispanic and Latin American Languages, Literatures, and Linguistics at the University of California, Berkeley, from 2013 to 2015. Additionally, she studied Social and Behavioral Science at Irvine Valley College from 2011 to 2013. Liu holds series 6 and 63 licenses, which are necessary for professionals in the financial sector who work with mutual funds and variable annuities. Her educational background and certifications enhance her expertise in financial management.
Background
Before joining Chase, Iris Liu worked at State Farm as a Staff member for one year in Irvine, California, from 2011 to 2012. This early experience in the insurance industry provided her with foundational knowledge in client service and financial products. Liu's multilingual capabilities further support her ability to engage with a diverse clientele, making her an asset in her current role.
Achievements
Iris Liu has been recognized as a National Achiever, which signifies a high level of performance and success in her professional endeavors. This recognition reflects her commitment to excellence in her role as a Business Relationship Manager and her ability to effectively meet the needs of her clients.