Diana Lopez
Germantown,MD
Summary
Result-driving, detail-oriented sales professional with 7 years of combined experience in the banking and retail Real Estate industries. Fluent in Spanish. Proven track record in delivering tailored financial solutions, driving revenue growth and ensure compliance with regulatory standards. Adept at managing high-value deposits portfolio, assessing credit, and building long-term client trust. Strong communication and interpersonal skills with a commitment to providing exceptional client service and strategic financial guidance. Skilled in sales management, cross-selling financial products, and driving branch profitability while ensuring strict compliance with banking regulations and internal policies. Proven ability to foster client relationships, resolve issues effectively, and maintain high customer satisfaction.
Overview
6
6
years of professional experience
Work History
Senior Relationship Banker / Relationship Banker
Truist Bank
Rockville, MD
11.2022 - Current
- Promoted within the first year from Relationship Banker to Senior Relationship Banker, for exceeding expectations on client service and uncovering lending and integrated relationship management opportunities to help clients build financial success.
- Onboarded deposits small businesses and retail accounts, handled loan applications, and managed various clients service request.
- Served as acting leader in the absence of manager to lead team meetings, branch and organizational updates and manage branch partner relationship.
- Build and manage strong client relationships as well as coordinate meetings between clients and our integrated relationship managers.
- Consult clients on personal finance and provide them recommendations on how to effectively structure accounts to align with their short and long term savings and investment options.
- Fully cross/trained employee, able to manage teller line duties.
- Conduct in-depth financial needs analysis to identify suitable products and services of customers.
- Resolve customer issues promptly, maintaining high levels of satisfaction and retention.
- Handle end-to-end onboarding of new clients, ensuring full KYC compliance and seamless account opening.
Real Estate Agent
RG Realty Inc
Hagerstown, MD
11.2021 - 11.2022
- Represented clients in buying, selling and leasing residential properties with focus on service and expert guidance through every stage of the transaction.
- Conducted property showing, open houses and negotiations, ensuring favorable outcomes for clients.
- Developed marketing strategies using digital platforms, social media, and MLS to maximize property exposure.
- Guided clients through the full transactional process-market analysis, pricing, contract drafting, and closing coordination.
- Collaborate with mortgage lenders, attorneys, inspectors, and appraisers to facilitate smooth closings.
- Built and maintained client relationships, resulting in 50% referral base business.
Accounting Manager
Blue International Group
Hagerstown, MD
05.2019 - 10.2022
- Assisted businesses in obtaining Tax ID numbers and registering with state agencies for required licenses and permits.
- Facilitated end to end business set up, including recommending clients to local bank networks for specific products and services.
- Managed journal entries, collection efforts, reconciliations and payroll processing.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Completed bi-weekly payroll for company employees.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
- Managed federal and state requirements to minimize legal and financial risks.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Processed payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Maintained accurate funding accounts for internal departments, key programs and special projects.
Education
Associate of Applied Science - Administration of Justice
Hagerstown Community College
Hagerstown, MD05.2022
Skills
- Client Retention
- Tailored Financial Solutions
- Risk Assessment and Fraud prevention
- Regulatory compliance (exp AML, KYC) guidelines
- Client onboarding and engagement
- Accounting and bookkeeping
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Relationship Banker / Relationship Banker
Truist Bank
11.2022 - Current
Real Estate Agent
RG Realty Inc
11.2021 - 11.2022
Accounting Manager
Blue International Group
05.2019 - 10.2022
Associate of Applied Science - Administration of Justice
Hagerstown Community College