Jamil Lopez
Marietta,GA
Summary
Experienced and customer-focused professional with a strong background in relationship management, customer service, and financial services. Seeking a new opportunity in banking to utilize skills in client relations, product recommendations, and financial solutions, aiming to contribute to both client satisfaction and branch success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
Truist Bank
03.2022 - Current
- Provide personalized financial guidance to clients, by connecting and assessing to create strong relationships to meet banking needs, goals to bring them to financial confidence.
- Identify and recommend tailored banking products that clients need, including loans, credit lines, credit cards, checking accounts, savings and money market / CD.
- Achieve high customer satisfaction through attentive service and clear communication, increasing client loyalty and retention of clients.
- Collaborate with team members to ensure seamless service delivery and enhance branch performance.
- Mitigating risk and compliance when opening account, closing or loans.
- Ensuring all client and banking confidential material to be safe, locked or shredded.
- Also very knowledgeable at the teller line when processing all transactions, from cashing checks, withdrawals to more complex transactions like savings bonds, foreign currency, processing foreign checks.
- Mitigating risk and fraud when handling cash transactions, checks or transfers, being mindful and intentional when still providing clients a great experience.
- Clear understanding of managing cash drawers, organizing and maintaining cash balances under company’s criteria.
- Knowdlege with cash shipments orders and shipping out at the time required following the bank policies and procedures.
- Providing exceptional client experience to every client every time.
Bartender and Banquet Leader
The Georgian Club
11.2015 - 05.2020
- Organized and led events from 5 to 200 guests, ensuring setup and service met high expectations at the required time.
- Prepared a variety of cocktails and paired wines to create a fine dining experience for guests.
- Took on challenges to improve skills and provide exceptional service in a dynamic environment.
- Always adapting to a different type of event, handling challenging situations when changes occurred or unexpected business coming to place.
- Always assisting members of Social Business Club with a smile and charismatic greeting.
Server
Pappasito's Cantina - Pappas Company
05.2014 - 09.2015
- Recommended top menu items, enhancing the dining experience, following the guest taste and preferences.
- Being knowledgeable with most kitchen ingredients and Food menu choices, in order to have answers to guest in a timely manner and create memorable experiences.
Manager
Burger King
03.2011 - 08.2014
- Led and motivated teams to maintain high standards, encouraging a healthy sense of urgency and composure.
- Delivered excellent guest service, striving to exceed customer expectations consistently.
- Analyzed operational issues to find root causes and implemented solutions to improve performance.
- Managed resources and delegated responsibilities effectively to meet team and customer needs.
- Assisting general manager with inventories, supplies and food orders.
- Interviewing, calling or hiring process for teammates.
- Training new hires with kitchen and front counter registers.
Education
High School Diploma -
Colegio Centro Americano
Chontales, Nicaragua11.2009
Skills
- Exceptional Client Experience
- Team Leadership
- Financial Services
- Team work
- Creating strong relationships
- Knowledge Absorption
- Growth mindset
Certification
Notary Certified
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Truist Bank
03.2022 - Current
Bartender and Banquet Leader
The Georgian Club
11.2015 - 05.2020
Server
Pappasito's Cantina - Pappas Company
05.2014 - 09.2015
Manager
Burger King
03.2011 - 08.2014
High School Diploma -
Colegio Centro Americano