ADALBERTO LOPEZ PACHECO
Salem
Summary
Focused customer relations professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Private Client Banker - AVP - SB
JPMorgan Chase
04.2025 - Current
- Delivered strong results in new account acquisition and investments closing in on $3m YTD in referrals to the Private Client Advisor through strategic and proactive prospecting.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
Relationship Banker
SB
06 2024 - 04.2025
- Building relationships: Developing and maintaining long-term relationships with customers
- Referring Investment opportunities to the JP Morgan Advisor.
- Jointly sitting In on Investment referred appointments
- Assisting clients with banking needs, such as opening accounts, getting loans, and investing
Client relationship Consultant 4
U.S Bank
07.2021 - 06.2024
- Served customers with knowledgeable, friendly support at every stage of their banking needs.
- Built relationships with customers and community to promote long term business growth.
- Exceptional computer skills
- Developed new business relationships and maintained existing through regular communications and effective account management.
Premium Appliance Sales Consultant
Pacific Sales Kitchen and Home Best Buy
09.2018 - 07.2021
- Engaged customers using well-honed interpersonal and people skills to determine which appliances best fit needs and preferences.
- Relayed information regarding current store promotions, sales and special events to customers.
- Drove team revenue totals by bringing in top sales numbers.
- Demonstrated features and benefits while assisting customers in making informed decisions based on needs and wants.
Appliances Sales Associate
Sears - Commission
01.2018 - 09.2018
Mattress Sales Associate
Sears
01.2017 - 01.2018
Education
Chemeketa Community College
01.2021
High School Diploma -
North Salem High School
01.2018
Skills
- Organized
- Problem solving
- Work well with others
- Staff Meetings
- New Staff Mentoring
Certification
- FINRA Securities Industries Essentials (SIE)
- FINRA Series 6
- NASAA Series 63
- Life only License
Languages
Spanish
Timeline
Private Client Banker - AVP - SB
JPMorgan Chase
04.2025 - Current
Client relationship Consultant 4
U.S Bank
07.2021 - 06.2024
Premium Appliance Sales Consultant
Pacific Sales Kitchen and Home Best Buy
09.2018 - 07.2021
Appliances Sales Associate
Sears - Commission
01.2018 - 09.2018
Mattress Sales Associate
Sears
01.2017 - 01.2018
Chemeketa Community College
High School Diploma -
North Salem High School
Relationship Banker
SB
06 2024 - 04.2025
Similar Profiles
PASTELL JENKINSPASTELL JENKINS
Vice President of Operations at JPMorgan Chase, JPMorgan Chase & CoVice President of Operations at JPMorgan Chase, JPMorgan Chase & Co
Supraj CBSupraj CB
Analyst at JPMorgan Chase, JPMorgan Chase & CoAnalyst at JPMorgan Chase, JPMorgan Chase & Co
Noemie VillanuevaNoemie Villanueva
Retail Banking Associate at JPMorgan Chase, JPMorgan Chase & CoRetail Banking Associate at JPMorgan Chase, JPMorgan Chase & Co
Kimberly De La RosaKimberly De La Rosa
Waitress at JPMorgan Chase, JPMorgan Chase & CoWaitress at JPMorgan Chase, JPMorgan Chase & Co
Brooke MinterBrooke Minter
Administrative Services Manager at National Infantry Museum FoundationAdministrative Services Manager at National Infantry Museum Foundation