Dairo Lopez
Saint Cloud,FL
Summary
Top-notch Relationship Banker with 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
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
03.2022 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Personal Banker I - II
Wells Fargo
01.2016 - 03.2022
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
Customer Service and Sales Representative
Wells Fargo
12.2014 - 01.2016
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Teller Associate
Wells Fargo
04.2014 - 12.2014
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained accurate records of customer transactions in line with bank procedures.
Customer Sales and Service Expert
Westgate Lakes Resort & Spa
03.2010 - 04.2014
- Handled calls promptly and with courteous professionalism.
- Maintained working knowledge of products, accounts, representatives, tools and systems.
- Navigated multiple computer systems expertly to handle customers' sales and service needs.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
Skills
- Business Development
- Client Inquiry Management
- Security Understanding
- Partnership Management
- Bilingual (English and Spanish)
Certification
Financial Industry Regulatory Authority - Series 7
FINRA - Series 66
Life Insurance License - Florida
Timeline
Relationship Banker
Wells Fargo
03.2022 - Current
Personal Banker I - II
Wells Fargo
01.2016 - 03.2022
Customer Service and Sales Representative
Wells Fargo
12.2014 - 01.2016
Teller Associate
Wells Fargo
04.2014 - 12.2014
Customer Sales and Service Expert
Westgate Lakes Resort & Spa
03.2010 - 04.2014