Joseline Lopez Email and Phone Number

Manages a portfolio and pipeline of large and complex small business banking relationships.Serve as the primary contact with assigned small business clients, both existing and prospective.Maintain and grow existing relationships through providing clients with the best client experience and cross selling other bank products and services.Conducts client interview to get to know their clients better and to have a thorough understanding of their business and banking needs.Make recommendations and drive improvements to process, products and services, and client experience and increase productivity.Pilot and test new channels and niches.

Responsible for the growth and management of a portfolio of small business deposit accounts while acting as the key point of contact for the small business owners.Retained existing business by handling rate negotiations and addressing customer needs to add value.Generated $5 million in new business deposits per quarter through effective cross-selling and identifying growth opportunities for clients. Managed a portfolio of over 800 small business clients, resulting in a 95% client retention rate through proactive relationship building and personalized financial solutions.