Ozzy Vieira Lopes
Owasso,North
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker 4
ARVEST BANK
Owasso, OK
01.2021 - Current
- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Conducted thorough financial needs assessments to identify appropriate banking products for clients.
- Facilitated account openings, loan applications, and transactions with accuracy and efficiency.
- Provided expert guidance on various financial services including mortgages, investments, and retirement planning.
Education
VICTORY CHRISTIAN HIGH SCHOOL
Tulsa, OK08-2000
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Teamwork
- Financial advising
- Loans
- Community relations
- Employee motivation
Certification
- Licensed Notary - 05/26/2029
- Certified NMLS , Arvest Bank -
HOLARVEST
I am part of the Spanish Community, I am always volunteering to help the community, since I am bilingual.
Timeline
Relationship Banker 4
ARVEST BANK
01.2021 - Current
VICTORY CHRISTIAN HIGH SCHOOL