Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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ORLANDO LOPEZ

West New York,NJ

Summary

Seasoned and results-driven Senior Banker with a proven track record of excellence in the financial industry. Recognized for consistently exceeding sales goals, delivering exceptional customer service, and building strong client relationships that drive retention and growth. Adept at identifying new business opportunities and implementing strategic initiatives to expand market share and support long-term organizational success. Known for a proactive approach, collaborative leadership style, and commitment to maintaining the highest standards of integrity and performance in a fast-paced, competitive environment.

Overview

11
11
years of professional experience

Work History

RELATIONSHIP MANAGER / SENIOR BANKER

BANK OF AMERICA
New York, NY
11.2021 - Current
  • Facilitated tailored banking solutions for individual and small business clients by recognizing financial needs, cultivating relationships, and directing clients to appropriate specialists.
  • Guided clients in utilizing self-service tools and performed transactions emphasizing operational accuracy, efficiency, and adherence to banking regulations.
  • Effectively directed client outreach through proactive outbound calls and follow-ups, fostering strong client engagement and satisfaction.
  • Showcased robust sales, communication, and problem-solving expertise within client-centered, target-driven environment, driving improvements in financial center performance.

BOX OFFICE MANAGER

AVANT GARDNER
Brooklyn, NY
12.2017 - 04.2022
  • Instructed new employees on correct policies and procedures for box office operations
  • Executed cash handling tasks including operation of point of sale system, processing credit card transactions, accepting customer payments, providing change, and reconciling daily sales receipts
  • Executed comprehensive opening, closing, and shift change functions to uphold operational standards daily
  • Partnered effectively with team members to secure exceptional quality service for customers

TECHNICAL SPECIALIST

STAPLES
New York, NY
07.2014 - 07.2021
  • Advised on hardware component selection aligned with customer requirements.
  • Evaluated performance of computer systems and networks to ensure optimal operation.
  • Advocated special offers and discounts to drive additional purchases.
  • Coordinated with colleagues to reach sales targets and foster a supportive work environment.

Education

Associate of Arts - LIBERAL ARTS AND GENERAL STUDIES

HUDSON COUNTY COMMUNITY COLLEGE
JERSEY CITY, NJ
05-2013

Skills

  • Exceptional ability to build and maintain long-term client relationships through personalized financial solutions and services
  • Skilled in identifying cross-selling opportunities and delivering comprehensive banking products to meet diverse customer needs
  • Expertise in customer lending, account management, and small business banking services
  • Strong knowledge of retail banking operations, compliance regulations, and risk management practices
  • Experience in coaching and mentoring team members to achieve sales excellence and uphold service standards
  • Adept at lending branch initiatives to increase customer acquisition, retention, and satisfaction

Accomplishments

BANK OF AMERICA PINNACLE AWARD WINNER 2022

Timeline

RELATIONSHIP MANAGER / SENIOR BANKER

BANK OF AMERICA
11.2021 - Current

BOX OFFICE MANAGER

AVANT GARDNER
12.2017 - 04.2022

TECHNICAL SPECIALIST

STAPLES
07.2014 - 07.2021

Associate of Arts - LIBERAL ARTS AND GENERAL STUDIES

HUDSON COUNTY COMMUNITY COLLEGE

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