Arthur Lopez
Naples,FL
Summary
Top-notch Relationship Banker with a solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals, and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals, and options.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Wells Fargo
08.2022 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Implemented strategies to increase customer retention, enabling investment growth.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked with clients to address and respond to client and partnership management issues.
- Presented new and additional products and services to existing customers.
- Backed up the teller team by handling the needs of new and existing customers at the main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe deposit boxes.
- Provided customers with additional information regarding account services.
- Verified customer identity and reviewed documentation for accuracy.
- Explained account terms and conditions to customers.
- Collected customer information and completed new account forms.
Teller Manager
Fifth Third Bank
02.2021 - 07.2022
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Trained new employees in cash handling procedures, and bank policies and promoted compliance with established standards.
- Established internal audit procedures to validate and improve the accuracy of financial reporting.
- Complied with established internal controls and policies.
Member Service Representative
Sam's Club
02.2020 - 01.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Responded to customer calls and emails to answer questions about products and services.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Education
Bachelor of Arts - Business Administration
Florida SouthWestern State College
Fort Myers, FL06.2026
Skills
- Relationship Building and Management
- Policy Development and Implementation
- Financial Advising
- Recordkeeping Requirements
- Customer Service-Oriented
- Business Development
- Creative Thinking
- Cash Handling
- Loss Prevention
- Money Handling
- Teller Support
- Community Relations
- Sales Expertise
- Banking
- Financial Services
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Relationship Banker
Wells Fargo
08.2022 - Current
Teller Manager
Fifth Third Bank
02.2021 - 07.2022
Member Service Representative
Sam's Club
02.2020 - 01.2021
Bachelor of Arts - Business Administration
Florida SouthWestern State College