PAUPELY LOPES
Bank of America
Manchester
13
years of professional experience
Bilingual Business Solutions Advisor with over 12 years of experience in business banking, sales, and portfolio management. I specialize in driving small business growth through tailored lending solutions, including loans and lines of credit, and proactive client outreach. Fluent in English and Spanish with proficiency in Portuguese.
Work History
Business Solutions Advisor
4 Years- Dedicated to helping small business owners achieve their priorities by providing tailored advice.
- Providing clients with direct access to internal and external business partners, ensuring they have the specialized resources (CPAmerchant, services, payroll) required to scale.
- Skilled in proactive client engagement and relationship building.
- Proven ability to manage diverse client portfolios with a focus on growth and sustainability.
Small Business Relationship Manager
1 Year 6 Months- Identifying, developing, servicing, and managing business relationships by using the cash flow conversation, and working closely with bank partners to develop, service, and expand client relationships.
- Outbound calls, daily operational tasks.
Relationship Banker
6 Months- Educate clients on a daily basis on how to conduct their banking transactions through self service technologies.
- Conduct outreach activities to maintain relationships with new and existing clients process deposit, withdrawals and other complex teller transactions.
- Assist in daily operational tasks.
Sleep Expert
6 Years 6 Months- Helping customers find the right mattress based on the needs of the customer.
- Grew from 600,000 on the first year to over 1M in sales yearly.
- Built a strong rapport with clients by understanding their needs and clearly explaining products and tying the product to a need.
- Contacted past customers to generate new business for referral opportunities.
Education
April 2025
High School Diploma
Skills
Sales
Business Consulting
Portfolio management
Effective communication
Market Leader Development Program
Timeline
Business Solutions Advisor
Bank of America
10.2022 - CurrentRead More
Small Business Relationship Manager
Bank of America
04.2021 - 10.2022Read More
Relationship Banker
Bank of America
10.2020 - 04.2021Read More
Sleep Expert
Sleep Number
04.2014 - 10.2020Read More
Manchester Memorial High School
High School Diploma
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Market Leader Development Program
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