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Carmen Lopez is a Client Relationship Banker with extensive years of experience and considerable subject matter expertise, which include in-dept banking, all facets of personal banking, and real estate lending.
Carmen Lopez Walnut Creek, CA. • Home: 925-939-2427 • Cell: 925-457-3657 email@example.com Banking - Financial Services Professional Profile Client Relationship Banker with extensive years of experience and considerable subject matter expertise, which include in-dept banking, all facets of personal banking, and real estate lending. Focused on building long term rapport with clients and achieving bottom line results. Summary of Qualifications Accomplished sales skills and in-depth knowledge of consumer and business lending. Managed individuals with assets from $250k to $3 million by identifying and recommending banking and lending solutions to meet needs and objectives. Advised credit and banking solutions to affluent clients. Reviewed all loan applications and instrumental in cross-selling opportunities to determine best loan for client’s needs. Strong business development and excellent interpersonal abilities. Grew book of business from $68 million to $148 million by focusing and deepening existing relationships and new prospecting developing new relationship for mass affluent clients. Earned World Class Client Service Award With Bank of America Achieved Top 10% Ranking Performance Nationwide Award Relevant Skills and Experiences Comprehensive knowledge of banking regulations, bank products and services. Strong motivational and leadership skills; understands various phases of sales management (planning, goal setting and sells techniques). Provided credit and banking consultation to Financial Advisors (7), obtained new assets ($28 million), and loan growth ($30 million) by discovering new assets and transferring those assets to Merrill Lynch. Created and proactively assessed clients financials by compiling a needs assessment to determine current and future needs, increasing client’s knowledge base of financial needs and sold additional bank products. Optimizing sales opportunities to walk-ins and provided banking solutions and financial opportunities. Maintained customer service expectations to meet customer and banks goals and objectives. Managed resources effectively, effective prioritized responsibilities, and meets and exceeds project deadlines. . Carmen Lopez Walnut Creek, CA. • Home: 925-939-2427 • Cell: 925-457-3657 firstname.lastname@example.org Professional Experience Volunteer East Bay Professional Experience Network, Oakland, CA 2011 – present Vice President, Wealth Management Banker Merrill Lynch, San Francisco, CA 2009 – 2011 Vice President / Premier Client Manager Bank of America, N. Contra Costa County, Walnut Creek, CA 2005 – 2009 Assistant Vice President, Senior Personal Banker Bank of America, Walnut Creek, CA 1997-2005 Education Undergraduate, Canada College, Redwood City, CA (1 year) Medical Emergency Technician Certificate, Skyline College, San Bruno, CA Licenses Member, Nationwide Mortgage Licensing Systems & Registry (NMLS) Licensed Notary Public by State of California Licensed Investment Series (6, 7 and 63) Ongoing Professional Development Certificates of Completion Wealth Management Banking, San Francisco Deepening Affluent Relationships, San Francisco Mortgage Securities Lending, San Francisco, CA Premier Client Manager, Pasadena, Professional Training Workshops, East Bay Professional Experience Network, Oakland, CA
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