Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Isabella Lopez

Austin,TX

Summary

Results-driven professional with over 5 years of progressive customer-facing experience in financial services. Utilizes strong communication and problem-solving skills to cultivate lasting client relationships. Recognized for creating a positive and inclusive work environment, inspiring colleagues, and ensuring all team members feel valued and contribute to collective success. Demonstrated expertise in optimizing processes, proactively addressing client needs, and strategically solving problems to achieve organizational goals. Skilled at developing innovative solutions to enhance client success and drive retention. Plays a key leadership role in crafting operational roadmaps and training programs for new initiatives.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Mobile Branch Financial Ambassador

UFCU
06.2024 - Current
  • Pioneered foundational operations as a founding team member of the Mobile Branch initiative, designing and implementing core processes and a future roadmap for new hires and ongoing operations.
  • Spearheaded the development and execution of tailored financial literacy programs and one-on-one consultations, successfully empowering individuals, especially within underserved communities, to achieve financial stability and growth.
  • Created and implemented innovative outreach strategies, fostering strategic partnerships with local organizations and community leaders to expand financial services and enhance accessibility for historically marginalized populations.
  • Cultivated robust client relationships through proactive engagement and deep local market understanding, driving increased adoption and sustained engagement with financial services.
  • Collaborated with cross-functional teams to craft marketing strategies that aligned with organizational goals and resonated with our target audience.

Registered Representative

JPMorgan Chase & Co
04.2023 - Current
  • Spearheaded the branch's Party Planning Committee, proactively organizing and executing events to foster a more engaging and celebratory work environment.
  • Managed a diverse portfolio of client accounts, conducting comprehensive consultations to align financial strategies with client investment goals and risk tolerance.
  • Significantly enhanced client satisfaction and retention by delivering exceptional, personalized service and proactively addressing individual financial needs, as evidenced by positive feedback and sustained client relationships.
  • Ensured stringent regulatory compliance by meticulously documenting all client interactions, transactions, and necessary compliance records.
  • Conducted comprehensive investment research to make informed recommendations for client portfolios, resulting in better-informed decision-making processes.

Virtual Banker

JPMorgan Chase & Co
04.2022 - 04.2023
  • Led a strategic initiative to enhance engagement with Spanish-speaking clients, overseeing the end-to-end process of developing, A/B testing, and analyzing targeted email campaigns to optimize communication and outreach effectiveness.
  • Provided outstanding virtual customer success support, guiding clients through financial planning, account inquiries, and online transactions to ensure seamless digital experiences.
  • Drove product adoption and customer value by conducting virtual consultations, educating clients on banking products and services, contributing to a 15% increase in cross-selling success.
  • Actively collaborated with cross-functional virtual teams to identify and streamline internal processes, resulting in improved operational efficiency for virtual banking services.
  • Maintained strict adherence to all banking regulations and security protocols, ensuring compliant and secure virtual client interactions.

Account Specialist

JPMorgan Chase
08.2021 - 04.2022
  • Consistently exceeded monthly customer satisfaction targets, achieving 95% or higher on customer surveys through dedicated problem resolution and proactive service.
  • Managed a high volume of customer inquiries (approximately 75 incoming calls daily), effectively resolving complex issues and providing accurate information on account history, transactions, and loan documentation.
  • Proactively researched and resolved escalated customer, investor, and vendor inquiries, ensuring strict adherence to policy and procedure for accurate record maintenance and transaction processing.
  • Streamlined client record maintenance by meticulously processing requests and verifying documentation to meet all investor guidelines.

Education

Bachelor of Science - Psychology

SNHU
Manchester, NH
05.2026

Skills

  • Community Outreach & Engagement
  • Relationship Management
  • Public Speaking & Presentation
  • Content Creation (Newsletters, Flyers)
  • Bilingual Communication
  • Brand Awareness
  • Data Collection & Survey Analysis
  • Adaptability
  • CRM Tools (Salesforce, Engage)
  • Time management and Prioritization

Certification

  • Series 6
  • Series 63
  • Life & Health Insurance License

Languages

Spanish
Native or Bilingual

Timeline

Mobile Branch Financial Ambassador

UFCU
06.2024 - Current

Registered Representative

JPMorgan Chase & Co
04.2023 - Current

Virtual Banker

JPMorgan Chase & Co
04.2022 - 04.2023

Account Specialist

JPMorgan Chase
08.2021 - 04.2022

Bachelor of Science - Psychology

SNHU

Similar Profiles

CREATE PROFILE