Meital Shwartzer
About Meital Shwartzer
Meital Shwartzer is a Business Relationship Manager at Chase, specializing in financial solutions for small businesses. With a background in banking and military service, she brings extensive experience and bilingual skills to her role.
Work at Chase
Meital Shwartzer has served as a Business Relationship Manager at Chase since 2018. In this role, she operates from Boca Raton and focuses on assisting small businesses by identifying their financial needs. She provides tailored financial solutions, including new deposit accounts, certificates of deposit (CDs), loans, and lines of credit. Her experience in this position has contributed to her expertise in the financial services sector.
Previous Experience at Bank of America
Before joining Chase, Meital Shwartzer worked at Bank of America for several years in various roles. She began as a Relationship Banker from 2008 to 2010, then transitioned to an Operations Supervisor from 2010 to 2013. Following this, she served as a Relationship Manager from 2013 to 2015, and later as a Small Business Consultant from 2016 until her current position at Chase. This extensive experience has equipped her with a comprehensive understanding of banking operations and small business needs.
Education and Expertise
Meital Shwartzer studied at ORT University in Israel, where she earned an Associate's degree in Computer Systems Networking and Telecommunications from 1997 to 1999. Her educational background complements her professional experience in the financial sector, enhancing her ability to provide effective solutions to clients.
Background in Israel Defense Forces
Meital Shwartzer served in the Israel Defense Forces from 1999 to 2002. This experience contributed to her personal and professional development, instilling skills that are beneficial in her subsequent roles in the financial industry.
Language Proficiency
Meital Shwartzer is fluent in both Hebrew and English. This bilingual ability allows her to effectively communicate and serve a diverse clientele, enhancing her capacity to meet the needs of various business owners.