LUPE ARROYO
Clovis,CA
Summary
Results-driven business banking professional with a demonstrated ability to effectively manage client relationships and enhance client retention through tailored solutions and proactive communication. Adept at building trust, cultivating long-term partnerships, consistently delivering exceptional results, and efficiently managing sales territories.
Overview
28
28
years of professional experience
Work History
Treasury Sales Officer, AVP
Citizens Business Bank
06.2023 - Current
- Drives revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery
- Exceeds monthly revenue goal of $20,000 per month CRM activity at 150% over outbound call goal.
- Cover Territory form Yuba City, CA to Visalia, CA, which includes 11 Branches
Relationship Manager, AVP
Fresno First Bank
01.2021 - 06.2023
- Consultative, client-facing role as the designated point of contact for day-to-day, complex client inquiries involving Commercial Banking accounts
- Sales cold calling, relationship building to bring in new mid-market level clients to increase new deposits by 20% YOY
- Increased deposit balances within book of business by $25Million in 2022
- Zero client attrition
Global & National Relationship Service Officer
Citibank
09.2015 - 01.2021
- Held consultative, client-facing role designated point of contact for day-to-day, complex client inquiries involving wide range of Global and National Industries Commercial Banking accounts
- Assigned portfolio of 350 clients, worked in conjunction with Sales Management team to deliver Best in Class service, exceeding client's expectations
Branch Manager, Assistant Manager, Admin Assistant
Wells Fargo
04.1997 - 09.2015
- Top 10% in both sales for 8 consecutive years
- Hand selected by Senior Management to receive special leadership development training, which only included 24 managers in the entire Western Division
- Led a team morale group and planned team building events for the Fresno Market
- Participated in a special assignment to develop and implement set standards and activities to improve customer service scores.
Education
Bachelor of Science - Business Management
University of Phoenix
Fresno01.2018
Skills
- Relationship Management
- Sales Planning
- Performance Tracking
- Sales Presentations
- Cold-calling
- Promotional sales events
- Territory Management
- Professional Networking
Community Involvement
- The Founders Club - Membership Chair for Philanthropic group supporting Community Hospital Neurology
- 2024 Leukemia and Lymphoma Society Woman of the Year Nominee for the Central Valley Chapter
Languages
Spanish
Native or Bilingual
Timeline
Treasury Sales Officer, AVP
Citizens Business Bank
06.2023 - Current
Relationship Manager, AVP
Fresno First Bank
01.2021 - 06.2023
Global & National Relationship Service Officer
Citibank
09.2015 - 01.2021
Branch Manager, Assistant Manager, Admin Assistant
Wells Fargo
04.1997 - 09.2015
Bachelor of Science - Business Management
University of Phoenix
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