JUAN LOPEZ
MIAMI,States
Summary
Top-notch Senior Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Dedicated Financial offering 3 years Banking industry looking to obtain a management position with a progressive and continuously building company.
Overview
12
12
years of professional experience
Work History
Senior Banker
Bank Of America
01.2022 - Current
- Meet personal and branch goals, along with being a team player and encouraging my team.
- Maintain current knowledge of financial regulations and general banking practices to effectively comply with industry standards.
- Maintained high standard of performance record through exceptional customer service with attention to detail and thorough follow-up.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
Assistant Manager
Courtyard By Marriott
04.2018 - 12.2021
- Managed all areas but not limited to Front Office, Housekeeping, Marketing, Purchasing, Food & Beverage, Accounting and on site Human Resources.
- Hold daily sales huddles and weekly leadership meeting.
- Developed multiple department incentive programs.
- Successfully developed and action plan that increased GSS from clear to green and is now a top performing hotel within the brand score from up 80% for 2019.
- Assist General Manager to increase the house profit and managed revenue to meet hotel RevPar, ADR, and occupancy goals.
- Assumed all authorities and responsibilities of GM during GM absence.
- Mentored, Trained and Coached 30 team members.
EVENT'S SPECIALIST ACCOUNT PAYABLE, ACCOUNT PAYABLE
Courtyard by Marriott West/Doral
01.2013 - 02.2018
- Meet personal and branch goals, along with being a team player and encouraging my team.
- Maintain current knowledge of financial regulations and general banking practices to effectively comply with industry standards.
- Maintained high standard of performance record through exceptional customer service with attention to detail and thorough follow-up.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
Education
Associate of Arts -
InterAmerican Technical Institute
Miami, FL08.2011
Skills
- FOSSE, Micros, MGS
- Financial Advising
- Revenue Management, Ms
- Word & Excel, ECCA, X
- Payroll, ClockTime
- MARSHA, Experience with
- Account receivable
- Administrative, ADR, Buget
- Elite Appreciation Extensive Knowledge and technical skills with all
- Marriott systems and programs including: FOSSE, MGS, Mobile
- Check-In, Mobile Request, MARSHA, 4myhr, SFA, MICROS, ATLAS
- Guestvoice, Brandworks, MRDW, Microsoft Word, Excel and
- PowerPoint
- Financial Processes Understanding
- Credit Application Review
- Banking Standards
Timeline
Senior Banker
Bank Of America
01.2022 - Current
Assistant Manager
Courtyard By Marriott
04.2018 - 12.2021
EVENT'S SPECIALIST ACCOUNT PAYABLE, ACCOUNT PAYABLE
Courtyard by Marriott West/Doral
01.2013 - 02.2018
Associate of Arts -
InterAmerican Technical Institute