Summary
Overview
Work History
Education
Skills
Timeline
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Adam Lopez

Darien,IL

Summary

Qualified professional with excellent customer service and communication skills, seeking to apply knowledge of banking and finance. Highly organized with an ability to prioritize tasks, manage multiple projects, and maintain accuracy in a fast-paced environment. Track record of success in providing customers with an exceptional banking experience, including handling customer inquiries, identifying customer needs, and providing financial solutions.

Overview

7
7
years of professional experience

Work History

Universal Banker II

Evergreen Bank Group
Hinsdalr, IL
03.2020 - 04.2023
  • Built strong rapport with new and existing clients to better serve financial needs and promoted branch loyalty.
  • Managed escalations with polite services, knowledge support and surpassed professionalism to satisfy needs and protect bank reputation.
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Met or exceeded sales goals by selling, upselling, and cross selling products to bank customers.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Executed wire transfers, ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Maintained a cash drawer by following exact procedures for transactions and strong security protocols.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.

Genius

Apple Inc.
Schaumburg, IL
04.2019 - 12.2019
  • Resolved customers' issues in a clear, courteous and straightforward manner.
  • Always demonstrated professionalism and courtesy with customers.
  • Followed up with clients to ensure optimal customer satisfaction.
  • Worked closely with team members to meet or exceed all customer service requirements.
  • Resolved computer hardware and software, printing, installation, word processing, email and operating system issues.
  • Repaired and replaced hardware.
  • Ordered necessary supplies and parts to repair malfunctioning hardware.
  • Trained both internal and off-site users in repairing and resolving recurring issues.

Relationship Banker

JPMorgan Chase & Co
Downers Grove, IL
01.2016 - 05.2018
  • Advised customers on bank products, services and financial planning options.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Resolved discrepancies concerning customers’ accounts, improving client satisfaction.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Participated in training and mentoring of new associates, assisting with onboarding.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.

Education

Bachelor of Science - Economics And Physics

North Central College
Naperville, IL
05-2025

Associate of Science -

College of DuPage
Glen Ellyn, IL
05-2023

Skills

  • Language: Native in English, and Fluent in Spanish
  • Communication: Confident, articulate, and professional speaking abilities Empathic listener and persuasive speaker
  • Detail- Oriented: Able to focus on a specific task and think through and attend to all the critical details
  • Negotiation: Selling a service and/ or an idea (B2B, B2C)
  • Analytical: Understanding the discipline of statistics and quantitative analysis Used data analysis for finance, such as technical trading and quant- investing
  • Risk Analysis: Gathered financial information about an individual, such as valuable properties, income, savings, debts and payment history Then gave recommendations on whether it is safe to approve a credit, loan, or even reduce a credit line
  • Computer: Advanced knowledge of Microsoft Office, Apple iWork, and Google Suite

Timeline

Universal Banker II

Evergreen Bank Group
03.2020 - 04.2023

Genius

Apple Inc.
04.2019 - 12.2019

Relationship Banker

JPMorgan Chase & Co
01.2016 - 05.2018

Bachelor of Science - Economics And Physics

North Central College

Associate of Science -

College of DuPage

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Adam Lopez