Hi, I’m
Saira Lopez
Personal Banker
Houston,TX
Summary
Experienced bilingual banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
1
year of professional experience
4
years of post-secondary education
2
Certifications
Work History
Wells Fargo Bank, N.A.Houston, TX
Personal Banking Associate
09.2021 - 09.2022
Job overview
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Set risk management policies to mitigate bank losses.
- Exceeded sales goals in investments and referrals on consistent basis.
- Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
- Prospected for new business through networking, community outreach and customer referral generation.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Represented bank at community events to establish strong ties and promote business.
Wells Fargo Bank, N.A.Houston, TX
Bank Teller
04.2021 - 08.2021
Job overview
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
Stephen F Austin High School Houston
High School Diploma
01.2008 - 06.2010
Bachillerato Tecnico Tamaulipas, Mexico
Associate of Applied Science from Accounting And Finance
01.2006 - 12.2007
Skills
Developing customer relationships
Consumer banking
High net worth individuals
Due diligence
Revenue Generation
Certification
SAFE Mortgage and LO License
Timeline
SAFE Mortgage and LO License
12-2021
Texas Public Notary
12-2021
Personal Banking Associate
Wells Fargo Bank, N.A.
09.2021 - 09.2022
Bank Teller
Wells Fargo Bank, N.A.
04.2021 - 08.2021
Stephen F Austin High School
High School Diploma
01.2008 - 06.2010
Bachillerato Tecnico
Associate of Applied Science from Accounting And Finance
01.2006 - 12.2007