Jeff Barger Email & Phone Number

Salt Lake City, Ut, Us

San Diego, California

Serve as a grassroots referee covering youth soccer and adult amateur leagues throughout San Diego County.

San Diego, California

Current responsibilities include leading a team with a focus on building customer relationships by adding value to our clients’ businesses. In addition to supporting the small business community, I specialize in serving the banking needs of the nonprofit sector by customizing client solutions to help nonprofit organizations meet unique financial needs and goals to improve the quality of life and economic opportunities within the community. As a community advocate, I am very engaged in volunteering and support the community by serving as Vice Chair on the board of directors for the City Heights Community Development Corporation.Additional responsibilities include operational oversight, regulatory compliance, planning, budgeting, portfolio management and monitoring long term strategic initiatives.

San Diego, Ca

Responsible for the success of branch employees by providing training, coaching and motivation while holding them accountable to exceed SDCCU's expectations to elevate the branch to top performance.Lead superior performance in all key core sales categories; Checking, Auto Lending, Real Estate Lending, Qualified Investment Referrals and New Member Cross-sell. Created New Account Opening Standards for in-branch coaching to ensure an exceptional experience for new members.Recognized for earning SDCCU with the distinction of being named Rancho Pen͂asquitos Outstanding Community Business Partner of the Year.Recipient of the Rancho Family YMCA’s Exemplar Award for exemplary leadership and commitment.

San Diego, Ca

• Recognized for taking swift actions to aggressively confronting performance deficiencies and for developing an improved sales and service culture.• Credited for creating innovative branch reporting tools used to increase employee productivity and drive individual accountability.

Portland, Oregon

Management/Leadership• Recognized for leading one of the most successful branch openings in the area’s history. • Achieved the highest-ranking internal rate of return nationwide among the bank’s 78 DeNovo branches.• Commended by KeyBank’s CEO for building strong relationships and for proactively engaging in the community and earning its respect and trust. Sales and Service Leadership• Credited for exceeding all assigned deposit, lending and service goals.• Successfully built and lead a team credited for achieving the highest number of sales referrals in the state.• Achieved the second highest level of sales performance among the state’s 84 branches in the bank’s employee benefits banking program. Community Development• Played a vital role in reversing negative community sentiment of a new branch entering the marketplace.• Initiated the development and launch of one of the most successful local farmers market producing significant positive brand recognition and deposit growth for KeyBank

Management/Leadership• Credited for successfully mentoring multiple leaders to achieve higher levels of performance and career advancement.• Productively managed one of the area’s largest financial centers to achieve the highest overall balanced production in the region. • Served as cluster lead and mentor for other branch managers.• Member of the region’s management interview panel. Project Management• Played a vital role in the development and implementation of the Southern California Division’s Sales Standards• Designed, implemented and managed regional small business sales development program.• Created sales ranking and recognition program for the region’s Personal Financial Representatives. Sales and Service Leadership• Recognized for delivering the highest levels of customer service while executing Chase conversion activities and full branch remodel in 2009.• Ranked 2nd in Premier Group in 2008• Lead region in balanced sales performance in 2007 and 2006.• Consistently ranked within top 20% in sales production across multiple product groups at numerous locations.

National Graduate School Of Banking

Bachelors Of Science, Business Administration - Finance