James Diaz
About James Diaz
James Diaz is a Private Client Banker with over a decade of experience in the banking industry. He has previously held positions at Bank of America, Wells Fargo, and 24 Hour Fitness.
Work at Chase
James Diaz has been employed at Chase since 2013, serving as a Private Client Banker. In this role, he provides personalized banking services to high-net-worth clients, focusing on wealth management and financial planning. His experience at Chase spans over 11 years, during which he has developed expertise in client relations and financial solutions.
Previous Banking Experience
Prior to his current role at Chase, James Diaz worked at Wells Fargo as a Personal Banker from 2010 to 2013. In this position, he assisted clients with various banking needs, including account management and loan services. Before that, he served as a Teller at Bank of America for one year, from 2005 to 2006, where he handled customer transactions and inquiries.
Education and Expertise
James Diaz completed his high school education at Sunny Hills High School, attending from 2000 to 2004. He later pursued higher education at Fullerton College, where he studied from 2004 to 2010. His educational background has contributed to his knowledge and skills in the banking sector.
Additional Work Experience
In addition to his banking career, James Diaz worked as a Membership Counselor at 24 Hour Fitness for six months in 2008. In this role, he was responsible for managing memberships and assisting clients with fitness-related inquiries.