Vanessa Lopez
San Pedro,CA
Summary
Banking professional with over eight years of experience in client relationship management and financial services. Demonstrated success in leading teams, enhancing sales performance, and delivering outstanding client service. Expertise in creating customized financial solutions that meet client requirements and align with business objectives. Proficient in account setup, customer verification, and compliance, ensuring efficient operations and superior client satisfaction.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Bank of America
Long Beach, USA
12.2022 - Current
- Managed a diverse portfolio of clients, providing tailored financial solutions and proactive financial guidance
- Led the adoption and education of digital banking tools among clients, enhancing their banking experience and operational efficiency
- Partnered with specialists in small business, lending, and investments to offer comprehensive services that meet client financial goals
Lead Teller
Citibank
Palos Verdes, USA
10.2020 - 11.2022
- Supervised and mentored a team of tellers, emphasizing compliance, accuracy, and exceptional client service
- Conducted regular audits and managed cash supply, ensuring adherence to policies and operational excellence
- Resolved client issues promptly, maintaining high levels of customer satisfaction and loyalty
Independent Distributor
Herbalife
Los Angeles, USA
10.2013 - 01.2022
- Provided customized nutritional and wellness coaching, significantly improving client health outcomes
- Developed and mentored a team, driving sales growth and financial success
Stage Experience Lead
Sephora Inc.
Culver City, USA
05.2018 - 03.2019
- Managed key departments, drove sales performance, and implemented loss prevention strategies
- Provided training and development, enhancing team skills and sales capabilities
Store Manager
Lorna Jane USA
Marina Del Rey, USA
01.2015 - 05.2018
- Led store operations to exceed sales goals through strategic community engagement and excellent customer service
- Managed payroll and budgeting, maintaining operational cost efficiency
Education
High School Diploma -
San Pedro High School
San Pedro, CA01.2005
Skills
- Client Relationship Management
- Financial Advising
- Regulatory Compliance
- Risk Management
- Leadership
- Team Collaboration
- Sales Performance
- Business Development
- Digital Literacy
- Online Banking
- Mobile Banking
- Interpersonal Communication
- Problem Solving
- Team leadership
- Training and development
- Problem solving
- Customer service
- Operational efficiency
- Communication skills
Timeline
Relationship Banker
Bank of America
12.2022 - Current
Lead Teller
Citibank
10.2020 - 11.2022
Stage Experience Lead
Sephora Inc.
05.2018 - 03.2019
Store Manager
Lorna Jane USA
01.2015 - 05.2018
Independent Distributor
Herbalife
10.2013 - 01.2022
High School Diploma -
San Pedro High School
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