Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Francisco Lopez

Imperial Beach

Summary

Dynamic professional with a proven track record at Bank of America, excelling in customer service and time management. Adept at analyzing financial data to enhance client satisfaction and drive performance improvement. Recognized for safeguarding sensitive information while optimizing delivery processes, ensuring timely and confidential service.

Overview

13
13
years of professional experience

Work History

Mail Courier

Letter Ride
06.2020 - Current
  • Developed strong interpersonal and communication skills from interacting professionally with dispatchers, upper management, and peers.
  • Followed safety procedures and regulations to protect packages and vehicles.
  • Contacted customers to confirm delivery details and locations.
  • Maximized processes by managing delivery schedules and prioritizing based on urgency.
  • Safeguarded sensitive materials during transport, ensuring confidentiality and proper handling of all items.
  • Utilized GPS navigation systems to navigate faster routes.
  • Drove safely at all times to avoid accidents and harm.

Relationship Banker

Bank Of America
02.2016 - 04.2018
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Responded to customer inquiries regarding new accounts and account services.
  • Tracked and processed customer account requests and applications.
  • Explained account terms and conditions to customers.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Activated new accounts and issued customer identification numbers.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.

Personal Banker

Wells Fargo
02.2012 - 02.2016
  • Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
  • Responded to customer inquiries regarding new accounts and account services.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Education

Bachelor of Science - Finance

University of Phoenix
San Diego, CA
04.2017

Skills

  • Time Management
  • Issue Escalation
  • Time Sensitive Deliveries
  • Attention to confidentiality
  • Customer Service
  • Package pickup and delivery
  • Attention to Detail
  • Performance Improvement
  • Business processes and procedures

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Mail Courier

Letter Ride
06.2020 - Current

Relationship Banker

Bank Of America
02.2016 - 04.2018

Personal Banker

Wells Fargo
02.2012 - 02.2016

Bachelor of Science - Finance

University of Phoenix

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Francisco Lopez