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
Fresno, CA
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
Fresno, CA
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
Fresno, CA
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
Fresno, CA
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