Ivan Lopez Email & Phone Number

Bulverde, Tx, Us

Bulverde, Texas, United States

Miramar

- Develop and execute a cold calling strategy to target prospects- Mine existing clients for referral business- Build mutually beneficial relationships with Realtors & Insurance Agents- Reach and exceed assigned sales goals- Implement sales strategies- Connect customers' business needs with ADT products and services- Cross-sell other ADT solutions to existing client- Build network in person and via phone with key decision makers in a designated territory

- Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.- Serve as a trusted adviser to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of GNP clients.- Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.- Manage credit opportunities within assigned portfolio - Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.- Use expert knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.- Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of GNP portfolio.- Protect the firm by following sound risk management protocols and adhering to regulatory requirements.- Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.

Architecture

Education record

Education record

Bachelor Of Business Administration - Bba