Jonathan Lopez Email & Phone Number

Bloomfield, New Jersey, United States

● Drive sales and success through ensuring a positive client experience achieving sales and referral goals through an expanded solution set that includes banking, insurance, and investment products.● Consistently achieved 100% or better of established quarterly goals for the past 3 quarters.● Worked closely with TD Ameritrade service partners to deepen client relationships and increase net portfolio growth.● Created activities, (networking, calling strategies, client events) for generating opportunities to offer services to create revenue.

Kearny, New Jersey, United States

● Top Three salesmen in my region for over 3 years with over $250,000 secured in new loans and lines of credit.● Identified client needs as well as cross- and up-sale opportunities. 70% of referred prospects converted into clients, bringing in ~500K annual revenue.● Coach team members to recognize sales opportunities and refer clients to designated ecosystem partners to meet branch and individual sales goals.● Joined weekly circuit call with regional manager to present and educate region on branch sales goals.

Passaic, New Jersey, United States

● Resolved product or service problems by clarifying the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.● Proactively updating book of business through outbound calls and leveraging available resources to establish new and strengthen current client banking relationships.● Designated new hire mentor to assist and acclimate new employees with the company, set sales expectations, and develop the skills necessary to accomplish those goals.

Bachelor'S Degree, Accounting

Associate'S Degree, Accounting, 3.69