Summary
Overview
Work History
Education
Skills
Skills
Timeline
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STEPHANIE OROPEZA

Lake Elsinore,CA

Summary

Private Banker with 13+ years of banking experience, specializing in building strategic client relationships. Proven leader, adept at motivating others to drive maximum productivity. Demonstrated track record of consistently surpassing company objectives to ensure client satisfaction and loyalty. Skilled in effective communication, fostering instant rapport to drive revenue and profit growth. Extensive experience in understanding the unique financial needs of diverse clients. Committed to delivering top revenue results consistently. Known for meticulous attention to detail, strong organizational abilities, and analytical skills. Energetic and positive team player thriving in fast-paced environments.

Overview

16
16
years of professional experience

Work History

Chase Private Client Banker

JP Morgan Chase
01.2012 - Current
  • Established a reputation of execution and excellence, managing a book of business consisting of High net worth client
  • Working within a fast paced team-oriented environment to make financial recommendations, offering Premium banking products and services, as well as investment solutions, business solutions, lending, credit cards, residential mortgage products, home equity lines of credit, securities based loans
  • Partner with FAs to provide the best financial advice on private banking products to clients
  • Build, promote, market and maintain an adequate pipeline of opportunities to meet goals.
  • Maintaining both new and current customer relations, while capitalizing on referrals
  • Exceeding both personal and branch set goals by planning and using resources, and partners.

Lead Retail Consultant

Sprint PCS
07.2009 - 05.2011
  • Implemented new visual merchandising displays, resulting in higher customer engagement and increased sales revenue.
  • Contributed to loss prevention efforts by maintaining vigilant oversight of store inventory and swiftly addressing any discrepancies or concerns.
  • Met key performance objectives for sales and customer satisfaction on consistent basis.

Education

JPMorgan Licensing Program

Skills

  • Strategic Planning
  • Problem Solving Skills
  • Highly Motivated
  • Energetic Personality
  • Great Communication Skills
  • Entrepreneurial Spirit
  • Service-Oriented

Skills

  • Team player with integrity, poise, presence and professionalism
  • Expert in building customer relationships
  • Excellent communication skills
  • Possess excellent business development skills
  • Scheduling appointments
  • Knowledgeable when offering banking products, Credit Cards, Securities based loans, Mortgages, Helocs, Investment recommendation
  • Manage priorities effectively
  • Time Management

Timeline

Chase Private Client Banker

JP Morgan Chase
01.2012 - Current

Lead Retail Consultant

Sprint PCS
07.2009 - 05.2011

JPMorgan Licensing Program

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STEPHANIE OROPEZA