Grace Lopez
Arizona City,AZ
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Experienced with developing comprehensive training programs for retail teams. Utilizes leadership and communication skills to enhance employee performance. Track record of improving training efficiency and boosting team morale.
Overview
18
18
years of professional experience
Work History
Retail Training Specialist
Enterprise Bank & Trust
Eloy, AZ
10.2025 - Current
- Developed training programs to enhance employee engagement and customer service skills.
- Implemented onboarding processes improving new hire retention rates.
- Conducted performance assessments to identify skill gaps and training needs.
- Facilitated workshops promoting product knowledge and industry best practices.
- Analyzed training effectiveness through feedback and adjusted curriculum accordingly.
- Established clear expectations and performance metrics for trainees, resulting in higher levels of accountability and success.
- Reduced staff turnover by providing consistent coaching and mentoring to team members.
- Created engaging training materials such as workbooks, videos, and presentations to facilitate effective learning experiences.
- Streamlined onboarding process for new hires, ensuring a smooth transition into the workplace.
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Conducted orientation sessions and organized on-the-job training for new hires.
- Trained new hires to perform cross-training exercises with experienced workers.
Bank Branch Manager
First Interstate Bank
Eloy, AZ
12.2017 - 10.2025
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Examined customer loan applications for loan approvals and denials.
- Identified partnership opportunities and established favorable business connections.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
- Consulted customers to boost product sales and services.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Trained and developed new employees for ease of transition into team.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Presented new and additional products and services to existing customers.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Developed training programs to enhance employee skills and
Personal Banker
Wells Fargo
Casa Grande, AZ
07.2012 - 05.2016
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Responded to customer inquiries regarding new accounts and account services.
- Presented new and additional products and services to existing customers.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Personal Banker
Great Western Bank
Eloy, AZ
01.2008 - 05.2012
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed deposits, withdrawals and ACH transfers accurately.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Responded to customer inquiries regarding new accounts and account services.
- Greeted customers and delivered information about new account processes.
Education
GED -
Casa Grande Union High School
Casa Grande, AZSkills
- Regulatory Compliance
- Attention to Detail
- Banking Operations
- Branch Management
- Product Training
- Loan Processing
- Financial Services
- Excellent Time Management Skills
- Team Supervision
- Client Relationship Management
- Build Customer Relationships
- Employee Development
- Community Relations
- Training and Development
- Excellent Work Ethic
Languages
Spanish
Native or Bilingual
Timeline
Retail Training Specialist
Enterprise Bank & Trust
10.2025 - Current
Bank Branch Manager
First Interstate Bank
12.2017 - 10.2025
Personal Banker
Wells Fargo
07.2012 - 05.2016
Personal Banker
Great Western Bank
01.2008 - 05.2012
GED -
Casa Grande Union High School