Kathy Lopez
Springfield,VA
Summary
Dynamic Senior Relationship Banker with a proven track record at Bank of America, adept in relationship building and bilingual communication. Excelled in growing customer base and enhancing financial literacy, leveraging banking expertise and exceptional customer service skills. Specialized in crafting personalized banking solutions, demonstrating significant achievements in client satisfaction and financial management.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Bank of America
Springfield, VA
02.1994 - 12.2025
- Advised customers on bank products, services and financial planning options.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Coordinated with other departments to ensure timely processing of customer transactions.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
Education
Associate of Arts - Tourism And Travel Management
Universidad Mayor De San Andres
La Paz, Bolivia12-1991
Skills
- Banking
- Relationship building and management
- Customer Service-oriented
- Computer proficiency and Microsoft office
- Fluent communication in two languages (Spanish)
- Coaching and mentoring
- Client relations skills
- Problem-Solving Skills
- Project management skills
- Organizational and time management skills
- Teamwork and collaboration
- Multitasking and organization
Languages
Spanish
Full Professional
Accomplishments
- 2020-2022 High Five Award for Banking Achievement/Top Performer
- 2022 Bronze Award Preferred Lending Specialist
Certification
- NMLS #2081238, Mortgage Loan Officer.
- Neighborhood Lending Certificate 2009
References
References available upon request.
Timeline
Senior Relationship Manager
Bank of America
02.1994 - 12.2025
Associate of Arts - Tourism And Travel Management
Universidad Mayor De San Andres