Open To Work
Luis Otero-Lopez
Ft. Washington,MD
Summary
Relationship banker with expertise in customer service, account maintenance, and client relationship development. Experience in banking operations, financial services, and small business administration. Bilingual in Spanish, delivering tailored client support and enhancing customer satisfaction.
Overview
3
3
years of professional experience
4
4
Certification
Work History
Relationship Banker - SB MOD
JP Morgan Chase & Co
Fairfax, VA
03.2026 - Current
- Engage clients daily through outbound calls, managing a diverse book of business to strengthen relationships and drive retention
- Identify customer needs through conversations and recommend tailored banking products to enhance client satisfaction
- Resolve client concerns efficiently, maintaining high satisfaction levels
- Educate customers on banking options and promote convenience services via Chase.com and the mobile app
- Mentor associates during onboarding, fostering a collaborative team environment
Associate Banker – ME
JP Morgan Chase & Co
Fairfax, VA
03.2025 - 03.2026
- Addressed client requests for account information, balance inquiries, and bank product rates, enhancing client experience.
- Opened and maintained client accounts while processing required forms.
- Researched and resolved account-related issues, ensuring accurate entry of transactions and service requests.
- Supported licensed bankers with operational activities, providing comprehensive client support via phone, email, and in-person interactions.
- Scheduled and organized meetings with existing and prospective clients.
- Tracked client referrals and assisted with marketing initiatives, enhancing branch visibility and engagement.
- Ensured documentation compliance with firm standards across all processes.
Relationship Banker – SB MOD
JP Morgan Chase & Co
Fairfax, VA
05.2024 - 03.2025
- Engaged clients daily through targeted outbound calls, enhancing client relationships within a diverse book of business.
- Developed long-term customer relationships through personalized service and support.
- Conducted regular portfolio reviews to identify additional products or services that could enhance customer financial well-being.
- Resolved client concerns efficiently, contributing to consistently high satisfaction levels.
- Educated customers on banking options, promoting convenience services through chase.com and mobile app to improve client access.
Associate Banker – ME
JP Morgan Chase & Co
Alexandria, VA
02.2023 - 05.2024
- Cultivated client relationships through targeted product sharing and proactive account management initiatives, enhancing client retention.
- Assisted clients with daily transactions, including deposits, withdrawals, check cashing, currency exchanges, and payment processing.
- Managed lobby traffic by welcoming clients, queuing them efficiently, and scheduling appointments, streamlining client service flow.
- Educated customers on banking options, improving their understanding of ATM and mobile app functionalities.
- Oversaw branch ATM maintenance to ensure functionality, conducting monthly settlements and servicing cassette levels to reduce downtime.
- Enhanced firm culture by actively participating in team meetings and community outreach. by promoting the agenda during meetings and participating in community service events
Education
Bachelor of Science - Finance
Wilmington University
New Castle, DE06-2028
JP Morgan Chase Global Private Bank Virtual Program
Washington, DC02-2024
Skills
- Client relationship management
- Pipeline management
- Client focus
- Prioritization
- Portfolio management
- Outbound and inbound calls
- Team collaboration
- Positive attitude
- Referral Identification
- Issue Management
- Oral Communication
- Client Solutions Advisory
- Written Communication
- Financial Analysis
- Business Development
Certification
- SIE
- Series 6
- Series 63
- Life license (MD)
- Microsoft Office Specialist (MOS): Microsoft, PowerPoint, Outlook, Excel (Office 2016)
- Notary Public Commission in the State of Virginia Until 2027
Awards
- Phi Theta Kappa Honor Society, Honor Society, 12/01/18
- National Society of Leadership & Success, Honor Society, 04/01/24
Languages
Spanish
Professional
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$45000/yr - $200000/yrTimeline
Relationship Banker - SB MOD
JP Morgan Chase & Co
03.2026 - Current
Associate Banker – ME
JP Morgan Chase & Co
03.2025 - 03.2026
Relationship Banker – SB MOD
JP Morgan Chase & Co
05.2024 - 03.2025
Associate Banker – ME
JP Morgan Chase & Co
02.2023 - 05.2024
Bachelor of Science - Finance
Wilmington University
JP Morgan Chase Global Private Bank Virtual Program