YAJAIRA LOPEZ
Ilwaco,NJ
Summary
Innovative senior executive that brings over 20 years of financial services experience. Proven track record of managing successful productive teams while delivering a best in class client experience. Unparalleled success in all areas of business acquisition and deepening client relationships. Effective coach and influencer. Expert in relationship management impacting colleagues, clients and the community. Possesses exceptional communication skills experienced facilitator delivered behavioral training, helping improve field execution. A creative problem solver who “sees the big picture,” masters the details and achieves immediate and long-term operational and sales objectives. A servant leader engaged in colleague development and community involvement. Recognized for creativity, integrity, leadership and a commitment to excellence.
Overview
23
23
years of professional experience
Work History
Executive VP & Region President, Tri-State
Santander Bank
08.2020 - Current
- Head of Retail Branch Network for the Tri-State Region- New York, New Jersey, Connecticut & Florida (130 Branches & 17 Billion in Deposits & Investments). Responsible for the overall growth of client relationships across all segments
- Established effective branch partnerships with Small Business and Investment Services,
- Provided strategic company vision, feedback, guidance and coaching to District Executive leadership team to support balanced performance of Scorecard (P&L)
- Responsible for overall client experience, leading network and exceeding expectations, focused on creating a client centric approach
- Created environment of where operational excellence is prioritized priority across all branches
- Developed culture of colleague engagement and community development. Achieved highest participation rate for volunteer hours in community
- Aligned organizational objectives with corporate standards to increase business growth and integrate work strategies
- Partnered with Global parent company to leverage expertise, enhancing local US product offering
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Acquired, developed and retained talent supporting team with effective execution.
Sr. Director Sales, Strategy & Implementation
Santander Bank
10.2019 - 08.2020
- Established and developed team of sales execution leads supporting branch network across three regions
- Prioritized behavioral coaching for sustainable growth supporting Region Presidents, District Executives and branch colleagues.
- Effectively partnered with Head of Network to ensure effective execution of sales process
- Developed sales strategy based on region specific opportunity and leader skill. Focused on sales process and behaviors
- Managed team of sales execution coaches, providing guidance, coaching and support
- Collaborated cross all lines of business, small business lending and investment services
MARKET DIRECTOR of BANKING / EXECUTIVE DIRECTOR
JPM CHASE & Co
01.2008 - 10.2019
- Originally recruited as branch manager to transform a stagnant branch office into a revenue-producing, smooth functioning unit generating $1,700,000 in new revenue with residuals
- Promoted to support 100 branches in the New Jersey market and then to District Manager (2012) awarded the prestigious “National Achiever Award” in 2010, 2012, 2013, 2016 & 2017; led 12 branches and $10B billion in deposits and investment assets
- Directed interviewing, hiring and training of all personal bankers, relationship managers branch managers and lead tellers and cross-training of existing staff in product knowledge, product technique, system navigation and client focused behaviors
- Coaching and develop top performing Bankers to increase overall productivity and client engagement
- Selected by senior management to support the firms initiative of increasing employee engagement and exposure to Business Resource Groups (BRG’s), internal-cross lines of business career mobility as “culture council” Lead
- Improved customer service satisfaction through lead managers to all time highs by managing high profile clients’ issues and contributing to long-term client satisfaction
SALES DIRECTOR
EQUIHOME MORTGAGE
01.2001 - 01.2008
- Recruited off-campus as a loan originator and then promoted to full-time sales. Served as the primary contact for new business establishing such a strong rapport so that clients would request and only deal with their sales director
- Analyzed market demographics and then formulated strategies to determine customer needs, volume potential and then created solutions that improved the company’s profit margins
- Ensured that all loans met established standards and risk analysis (type and amount, borrower assets, liabilities, length of employment, credit rating) recommending that loans not meeting standards be denied
Education
B.S - General Humanities
Montclair State University, New Jersey
Skills
- Relationship Management
- Critical Thinking
- Talent Acquisition
- Training & Development
- Public Speaking
- Employee Engagement
- Effective Communication
- Innovative and Visionary
- Strategic Planning
- Change Management
- Adaptable and Flexible
- Cross-Functional collaborator
- Operations Oversight
- Performance Management
Languages
Spanish
Professional Affiliations
Network for Teaching Entrepreneurship (NFTE)
Advisory Board Member
June 2021-Present
Ambassador for Conexion Business Resource Group
July 2023-Present
Member since 2019
Timeline
Executive VP & Region President, Tri-State
Santander Bank
08.2020 - Current
Sr. Director Sales, Strategy & Implementation
Santander Bank
10.2019 - 08.2020
MARKET DIRECTOR of BANKING / EXECUTIVE DIRECTOR
JPM CHASE & Co
01.2008 - 10.2019
SALES DIRECTOR
EQUIHOME MORTGAGE
01.2001 - 01.2008
B.S - General Humanities
Montclair State University, New Jersey
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