Ruben Lopez
Tarzana,CA
Summary
Banking professional with over 25 years experience in banking and sales. Expertise in managing personal and small business client accounts and building long term relationships.
Overview
23
23
years of professional experience
Work History
Relationship Manager Business Owner Specialist
Bank Of America, NA
Westlake Village, CA
10.2019 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skill for both consumer and small business clients.
- Generated new business and referral clients in partnership with financial advisors, mortgage loan officers and business partners.
- Assisted customers with needs such as opening personal and business accounts, depositing or transferring funds, updating account details and signing up for new services including fiduciary accounts.
Small Business Consultant
Bank Of America, NA
Woodland Hills, CA
10.2017 - 09.2019
- Provide comprehensive financial solutions to small businesses and served as the primary point of contact within the financial center for small business solutions.
- Reviewed files, records and other documents to obtain business information and key data informing responses to development requests.
- Acquired new clients and deepened existing business relationships through face to face meetings.
- Proactively connected with small business clients through outbound calls and executed consistent follow up routines to meet their business needs.
- Worked with partners to create small business referrals such as ADP, merchants services, home loans and Business complex lending.
Senior Personal Banker
Bank Of America, NA
Agoura Hills, CA
08.2007 - 08.2016
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing credit card applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Loan Officer
Security Bancorp
Burbank, CA
07.2005 - 07.2007
- Originated, reviewed, processed, closed and administered customer loan proposals.
Teller/Teller Coordinator
Bank Of America, NA
Los Angeles, CA
07.1997 - 06.2005
- Performed teller scheduling to achieve appropriate branch coverage for business needs.
- Executed various customer deposits, withdrawals and cashier's checks.
Education
Cerritos College
Norwalk, CASkills
- Strong critical thinking and problem solving skills
- Strong organizational skills including ability to manage multiple responsibilities
- Proven customer sales and service skills with displayed passion to deliver and experience that improve customer's financial lives
- Creative and Innovative Time Management
- Goal Setting
Timeline
Relationship Manager Business Owner Specialist
Bank Of America, NA
10.2019 - Current
Small Business Consultant
Bank Of America, NA
10.2017 - 09.2019
Senior Personal Banker
Bank Of America, NA
08.2007 - 08.2016
Loan Officer
Security Bancorp
07.2005 - 07.2007
Teller/Teller Coordinator
Bank Of America, NA
07.1997 - 06.2005
Cerritos College
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