Cristian J Lopez
Merced,CA
Summary
Senior Branch Manager with over a decade of progressive experience improving business processes, increasing revenue and retaining loyal customers, in multiple locations. My strengths Include: Team leadership, community engagement, COI development, daily Sales and Operational processes for a successful branch workflow. I continuously expand my referral network to include CPA's, Tax Preparers, Realtors, Insurance Agents and Developers. I can create and implement strategies for my team to understand, be excited about and work closely with our partners such as the business bankers, mortgage loan originators, and financial advisors in order to connect our clients with the resources that they need to be successful. I am passionate about joining and hosting events that will foster community relationships while also expanding our local brand recognition.
Overview
15
15
years of professional experience
Work History
Senior Branch Manager
PNC Bank
09.2023 - Current
- Championed community engagement initiatives that helped raise the brand's profile while giving back to the local area through charitable endeavors.
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Built strong relationships with key clients, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction rates by streamlining processes and improving staff engagement.
- Maximized cross-selling opportunities by training staff on product offerings across various departments within the organization.
Mortgage Loan Originator
Gold Star Financial Group
07.2022 - Current
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
Branch Manager
PNC Bank, NA
10.2021 - 03.2022
- Assessed employee performance and developed improvement plans.
- Gathered and reviewed customer feedback to improve operations.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Identified partnership opportunities and established favorable business connections.
Branch Retail Executive IV
BBVA Bank
07.2017 - 10.2021
- Engaged employees in business processes with positive motivational techniques.
- Led market-wide training initiatives.
- Oversaw business transactions and practices to comply with regulations, bank policies, procedures and internal audit requirements.
- Maintained friendly and professional customer interactions.
Retail Relationship Manager
BBVA Bank
12.2015 - 07.2017
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication.
Senior Financial Sales Advisor
BBVA Bank
03.2015 - 12.2015
Relationship Banker / Small Business Specialist
Chase Bank NA
08.2013 - 03.2015
Personal Banker
Bank Of America, NA
03.2011 - 08.2013
Education
NMLS SAFE State Exam -
06.2022
FINRA Series 6 & 63 - undefined
07.2013
High School Diploma - undefined
Atwater High School
Atwater, CA06.2008
Skills
- Team Leadership
- Staff Training and Development
- Sales professional
- Revenue Generation
- Client Hospitality Driven
- Strong Community Engagement
- Bilingual in English and Spanish
- Mortgage Loans Process Experience
- Business Banking Center Manager
Affiliations
- Merced Sunrise Rotary Club - Board Member (Treasurer) Term 2019 to 2020
- Merced Hispanic Chamber of Commerce - Scholarship Foundation - Board Member (Treasurer) Term 2019 to 2021
LANGUAGES
Spanish - Native or Bilingual
English - Native or Bilingual
Timeline
Senior Branch Manager
PNC Bank
09.2023 - Current
Mortgage Loan Originator
Gold Star Financial Group
07.2022 - Current
Branch Manager
PNC Bank, NA
10.2021 - 03.2022
Branch Retail Executive IV
BBVA Bank
07.2017 - 10.2021
Retail Relationship Manager
BBVA Bank
12.2015 - 07.2017
Senior Financial Sales Advisor
BBVA Bank
03.2015 - 12.2015
Relationship Banker / Small Business Specialist
Chase Bank NA
08.2013 - 03.2015
Personal Banker
Bank Of America, NA
03.2011 - 08.2013
FINRA Series 6 & 63 - undefined
High School Diploma - undefined
Atwater High School
NMLS SAFE State Exam -
WEBSITES, PORTFOLIOS, PROFILES
www.linkedin.com/in/Cristianlopez89