Ana Lopez
El Paso,TX
Summary
Banking professional with exceptional attention to detail and strong ethical standards. Expertise in aligning customer needs with security protocols and sales objectives. Proficient in regulatory compliance and risk management strategies.
Overview
17
17
years of professional experience
Work History
Personal Banker
Wells Fargo
04.2014 - Current
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Met with clients to facilitate budget management and financial guidance.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Created detailed financial models and applied analytical tools to facilitate variance analysis.
- Created strategic financial solutions to suit individualized client needs.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Marketing
Costco Wholesale
01.2009 - 04.2014
- Outlined research findings in detailed documentation to support decision making by project managers, clients and other marketing team members.
- Managed client marketing strategies and product promotion campaigns.
- Performed research to analyze behavior of customers, including purchasing habits, trends and preferences.
- Executed successful product introductions by coordinating actions with social media, public relations and other internal teams.
- Implemented strategies to develop and expand existing customer base.
- Created and provided marketing material to meet business needs.
- Authored responses to marketing RFPs to increase business.
Education
Bachelor of Science - Psychology
University Of Phoenix
Tempe, AZ3 2021
Skills
- Relationship management
- Financial strategy
- Portfolio analysis
- Sales growth
- Loan advisement
- Communication skills
- Bilingual proficiency
- Customer satisfaction
- Risk management
Timeline
Personal Banker
Wells Fargo
04.2014 - Current
Marketing
Costco Wholesale
01.2009 - 04.2014
Bachelor of Science - Psychology
University Of Phoenix
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