Juan F. Lopez
Sterling,VA
Summary
Professional banking specialist with proven track record in driving financial growth and customer satisfaction. Skilled in risk management, financial analysis, and acquisitions. Strong focus on team collaboration, adapting to changing needs, and delivering consistent exceeding results. Known for effective communication, integrity, and reliability in high-pressure environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
08.2025 - Current
- Developed customized banking solutions to meet diverse client needs, driving growth in account acquisition.
- Conducted risk assessments to ensure compliance with regulatory requirements and mitigate financial risks.
- Mentored Relationship Bankers, fostering skill development and promoting a collaborative team environment.
Relationship Banker
Bank of America
07.2023 - 08.2025
- Conduct individual financial analysis to determine client's best approach to meeting and exceeding personal life and financial goals.
- Cultivated strong customer relationships through personalized banking solutions and financial education.
Product Specialist
Koons Chevy Buick GMC
08.2022 - 03.2023
- Analyzed customer needs to recommend tailored vehicle solutions.
- Conducted product demonstrations, showcasing features and benefits of new models.
- Exceeded sales targets through strategic customer engagement and relationship building.
Insurance Sales Agent
Geico
09.2018 - 05.2021
- Sales of Auto, Home and Jewelry insurance
- Developing and qualifying leads to drive additional sales opportunities through cold-calling, networking, and referrals.
- Developed customized insurance solutions based on client needs and risk assessments.
- Cultivated strong relationships with clients, enhancing customer loyalty and retention rates.
Insurance Agent
State Farm
05.2017 - 09.2018
- Analyzed market trends to identify opportunities for new business development initiatives.
- Conducted comprehensive policy reviews to ensure optimal coverage for clients' needs.
- Maintained high standards of customer service by building relationships with clients.
Education
MBA -
University of Maryland Global Campus
05.2028
Bachelor of Arts - Economics
George Mason University
05.2023
Skills
- Customer service excellence
- Bilingual in English and Spanish
- Customer relationship management
- Experienced with Microsoft tools
- Risk management policies
- Experience in dynamic work settings
- Results-driven
- Cold Calling
- Effective cross-selling
- Sales
- Experience using AI tools
Certification
SIE EXAM-July 2025
Timeline
Senior Banker
Bank of America
08.2025 - Current
Relationship Banker
Bank of America
07.2023 - 08.2025
Product Specialist
Koons Chevy Buick GMC
08.2022 - 03.2023
Insurance Sales Agent
Geico
09.2018 - 05.2021
Insurance Agent
State Farm
05.2017 - 09.2018
MBA -
University of Maryland Global Campus
Bachelor of Arts - Economics
George Mason University