Itzel Lopez
KeyBank
1
Certification
8
years of professional experience
Client-focused banking professional with over seven years of experience in customer service and financial services environments. Known for building strong client relationships, delivering tailored financial solutions, and consistently providing high-quality service. Bilingual, dependable and motivated to help clients achieve their dreams.
Work History
PRIVATE CLIENT BANKER
3 Years 11 Months- Manage and grow a $250k+ affluent client portfolio through personalized financial guidance and tailored solution delivery.
- Drove $3M in FTI and consistently outperformed quarterly investment sales goals by 105%.
- Conducted financial reviews to assess client needs, goals, and risk tolerance, enhancing tailored financial strategies.
- Recommend appropriate banking, investment, and credit products aligned with client objectives.
- Build long term relationships through proactive outreach, follow up and exceptional service.
- Consistently exceed sales, referral, and client satisfaction goals.
- Collaborate with branch partners and specialist to deliver holistic financial strategies.
- Educate clients on account features, digital tools, and financial planning concepts.
- Maintain a high standard of regulatory compliance, risk management, and ethical client practices while protecting client assets and delivering a consistent trusted experience.
Medical Office Coordinator
4 Years 5 Months- Collaborated with leadership and frontline staff to meet operational and service goals.
- Scheduled staff assignments to maintain continuity of day-to-day department operations.
- Coordinated patient scheduling to optimize clinic operations and reduce wait times.
- Managed electronic health records to ensure accuracy and compliance with regulatory standards.
- Facilitated communication between healthcare providers and patients, enhancing overall patient experience.
- Implemented process improvements that streamlined administrative workflows, increasing efficiency in office tasks.
Education
Medical Assistant
Skills
Bilingual
Relationship management
Customer service and problem-solving
Professional development
Time management and organization
Team collaboration and leadership support
Staff training and development
Financial analysis
Certification
- FINRA Series 7
- FINRA Series 6
- FINRA Series 66
- FINRA Series 63
- Life and Health Insurance
Timeline
PRIVATE CLIENT BANKER
KeyBank
10.2022 - CurrentRead More
Medical Office Coordinator
Salem Hospital
05.2018 - 10.2022Read More
Concorde Career College
Medical Assistant
Read More