Summary
Overview
Work History
Education
Skills
Certification
Timeline
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MICHAEL LOPEZ

Sanford,USA

Summary

Results-oriented Client Relationship Manager with a proven track record in surpassing customer service, sales, and business development targets. Demonstrated leadership in team dynamics and adeptness in complex problem-solving, contributing to substantial sales growth. Bilingual in Spanish, enhancing communication and fostering strong client relationships. Skilled in risk management and committed to driving operational excellence through innovative strategies.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Client Relationship Manager

JPMORGAN CHASE BANK
Lake Mary, Florida
05.2011 - Current
  • Developed personalized communication plans for high-value clients to enhance engagement.
  • Managed 400 portfolio accounts, consistently meeting or exceeding retention and growth targets.
  • Maintained up-to-date knowledge of competitor offerings to distinguish and communicate competitive value.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Served as an escalation point for unresolved customer issues or disputes.
  • Managed crisis communications, turning dissatisfied customers into brand advocates.
  • Streamlined customer onboarding processes to improve first impressions and long-term satisfaction.
  • Met with clients to ascertain needs and develop plans which address current and long-term goals.
  • Resolved customer complaints regarding sales and service.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Provided exemplary level of service to customers to extend relationships for future business opportunities.
  • Coached, developed and motivated team to achieve revenue goals.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
  • Advised senior management on best practices related to client relationship management.

Internet Sales Manager

REED NISSAN
Orlando, FL
03.2007 - 05.2011
  • Oversaw inventory management for online sales, ensuring product availability and timely delivery.
  • Monitored industry trends to stay ahead of competition in the digital space.
  • Developed and implemented strategies for increasing internet sales volume.
  • Engaged positively with each customer, providing professional, and polite support for sales and service needs.
  • Monitored online customer inquiries and ensured prompt and professional responses to enhance customer satisfaction.
  • Analyzed customer data to identify trends in web traffic, purchases and other behaviors.
  • Prepared detailed reports on internet sales performance and presented findings to senior management.
  • Negotiated product sales and trade-in deals for maximum profit.
  • Set and achieved monthly sales targets, contributing to overall company revenue goals.
  • Resolved customer complaints regarding sales and service.
  • Managed daily operations of internet sales department, ensuring effective online sales strategies.
  • Developed email marketing campaigns to engage with existing customers and attract new ones.
  • Maintained relationships and followed up with customers for increased client satisfaction and future sales and referrals.

Sales

BILL RAY NISSAN
Longwood, FL
06.2004 - 03.2011
  • Cultivated connections with former clients to grow the customer network.
  • Analyzed customer needs and requirements to determine credit qualifications.
  • Performed automobile demos, with briefings on features and capabilities.
  • Handled customer objections and questions in a way that ensured sales closure.
  • Developed trusting relationships with customers by making personal connections.
  • Conducted product demonstrations to highlight features and benefits.
  • Helped customers find specific products, answered questions, and offered product advice.
  • Worked with fellow sales team members to achieve group targets.
  • Handled customer complaints in a professional manner.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Developed promotional strategies to increase sales volume.
  • Assessed customer needs to provide assistance and information on product features.

Education

BUSINESS MANAGEMENT -

University of Central Florida
Orlando, FL, USA

Skills

  • Excellent communication skills
  • Team leadership
  • Excellent time management skills
  • Customer Service Focus
  • Great work ethic
  • Strong interpersonal skills
  • Proficient in Microsoft Office
  • Complex problem solving
  • Fluent in Spanish
  • Conflict resolution
  • Sales and Marketing
  • Account analysis expertise
  • Detail-oriented
  • Resolution-oriented
  • Expert in risk management
  • Accurate cash handling

Certification

  • Series 6 Investment License
  • Florida Life and Variable Annuity License
  • Notary Public Certification
  • NMLS License #716249
  • Finance Manager Certification

Timeline

Client Relationship Manager

JPMORGAN CHASE BANK
05.2011 - Current

Internet Sales Manager

REED NISSAN
03.2007 - 05.2011

Sales

BILL RAY NISSAN
06.2004 - 03.2011

BUSINESS MANAGEMENT -

University of Central Florida

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MICHAEL LOPEZ