Robert Ryan Lopez
Hollister,CA
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Business-minded Relationship Banker bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Wells Fargo
01.2021 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Cultivated strong customer relationships by providing tailored advice and services.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Licensed Personal Banker
Wells Fargo
12.2019 - 01.2021
- Exceeded performance metrics consistently throughout tenure as Licensed Personal Banker through diligent work and commitment to customer satisfaction.
- Ensured a secure environment for sensitive information by strictly adhering to data protection policies and regulations.
- Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
- Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
- Collaborated with team members to ensure seamless service delivery during high-volume periods or staff shortages.
Personal Banker
Wells Fargo
08.2016 - 12.2019
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Customer Service and Sales Representative
Wells Fargo
08.2014 - 08.2016
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Teller
Wells Fargo
01.2013 - 08.2014
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Education
High School Diploma -
San Benito High School
Hollister, CA06.2009
Skills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Dependable and Responsible
- Attention to Detail
- Critical Thinking
- Calm Under Pressure
- Active Listening
- Problem Resolution
Timeline
Relationship Banker
Wells Fargo
01.2021 - Current
Licensed Personal Banker
Wells Fargo
12.2019 - 01.2021
Personal Banker
Wells Fargo
08.2016 - 12.2019
Customer Service and Sales Representative
Wells Fargo
08.2014 - 08.2016
Teller
Wells Fargo
01.2013 - 08.2014
High School Diploma -
San Benito High School
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