LORENA ZEPEDA
Kansas City,MO
Summary
Successful at excelling in fast-paced, competitive banking environments. Offering 12 years of experience. Excellent sales and customer service abilities paired with in-depth knowledge of bank products and services.
Skilled Business Development leader offering demonstrated success identifying prospects and converting leads into customers. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals.
Overview
14
14
years of professional experience
Work History
Business Development Manager – Team Lead
Shamrock Trading Corporation – RTS Financial
08.2021 - Current
- Source and develop new business opportunities thought cold calling, email, and in-person inquiries.
- Effectively present and explain financial products and their intended value to prospective clients
- Manage and maintain a robust pipeline to achieve monthly sales goals
- Negotiate spreads and maximize profitability on all new business
- Cross-sell multiple solutions to maximize yield, consistent with strategies set by senior management
- Proven ability to multitask and thrive in a fast-paced environment
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored sales team performance and provided constructive feedback.
Relationship Manager Business Owner Specialist
Bank of America
02.2020 - 08.2021
- Focus on deepening relationships with individual and small business customers/clients
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Accomplish this by identifying financial needs, offering appropriate solutions and connecting clients with specialists
- Serve as a primary point of contact within financial centers for small business products, services and strategies
- Achievement of goals and metrics.
Financial Center Assistant Manager
Bank Of America
03.2018 - 02.2020
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Relationship Banker
Bank Of America
04.2017 - 03.2018
- Acquired, retained and managed relationships with customers and business clients, generated growth in balance through the sales of marketing promoting and referring products and services.
- Completed and exceeded monthly goals contributing to the firm objectives and maintained strict compliance with company standards.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
Customer Service Representative
Bank Of America
09.2015 - 04.2017
- Conduct of bank´s routine transactions within time limits and established guidelines (cash, checks, take deposits and loan payments, process withdrawals),minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Reconciled cash drawer and resolved discrepancies.
- Maintained in-depth knowledge of bank products and services.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
Internal Control Officer
BAC Honduras
01.2009 - 03.2014
- Acted as primary client liaison during internal audits.
- Monitored proprietary systems and applications to prevent unauthorized access.
- Risk and operational management
- Personally conducted ongoing reviews of all operating procedures.
- Monitoring customers' accounts debits.
- Monitoring call center operations (Coaching).
- Administered training to workers regarding internal control guidelines and standards.
Education
Psychology With Business Orientation - Business Psychology
Unitec
Tegucigalpa, Honduras12.2013
Skills
- Microsoft Office Suite handling
- Computer Technology
- Customer Service
- Accounting and Finance
- Internal Audit
- Office Administration
- Leadership and efficiency
- Coaching and Mentoring
- Issue Resolution
- Account Development
Languages
Spanish
Native or Bilingual
Timeline
Business Development Manager – Team Lead
Shamrock Trading Corporation – RTS Financial
08.2021 - Current
Relationship Manager Business Owner Specialist
Bank of America
02.2020 - 08.2021
Financial Center Assistant Manager
Bank Of America
03.2018 - 02.2020
Relationship Banker
Bank Of America
04.2017 - 03.2018
Customer Service Representative
Bank Of America
09.2015 - 04.2017
Internal Control Officer
BAC Honduras
01.2009 - 03.2014
Psychology With Business Orientation - Business Psychology
Unitec
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