David C Jones Email and Phone Number

Arbitarate/resolve disputes between clients and financial industry advisors and professionals.

Providing excellent customer service and effectively resolving customer issues.Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.Adhering to all operational, security, risk and regulatory policies and procedures.

Assist clients with meeting investment and retirement goals. Provide recommendations for life Insurance Policies and Fixed Annuities.

Oversaw the daily operation of an intensive six week Indiana University Purdue University-Indianapolis (IUPUI) Upward Bound Program including: developing classes, interviewing, hiring and supervising over twenty instructors and student life staff, scheduling and planning college preparatory classes and college tours Recruited, trained, and supervised IUPUI Upward Bound parent volunteers in the role of a community liaisonSpearheaded the marketing and implementation of the IUPUI Upward Bound; businessesDeveloped and implemented a survey regarding service delivery in the IUPUI Upward Bound Program resulting in a 20% increase in participation in the six week summer program between 2005 and 2006 Prepared Upward Bound Annual Performance Report to the U.S. Department of Education using Blumen (FoxPro) DatabaseConducted statistical research for the Upward Bound grant proposal

Provided Instruction to students taking Research Methods.

Fostered students' intellectual development through the development of curriculum, syllabi, exams, handouts and PowerPoint Presentations.Taught Introduction to American Government in class and on-line.

Coordinator for Driver Awareness Course (DAC) training programs for the Indiana State Bureau of Motor Vehicles.Scheduled class locations and dates for the DACs.Resolved conflicts between DAC participants and instructors.Supervised Fifteen DAC Instructors

Responsible for strategic planning and tracking of new installations of alarm and card access equipment in ATMs and banking facilities for Bank of America, Citizens Bank, and Dime Savings Bank in over one thousand locations totaling more than $2 MM.Increased the percentage of on-time installations from 95% to 99% during a 12-month period.Negotiated the terms and conditions of the installation and service of security equipment. Developed standard format for conference call summaries resulting in a 75% reduction in preparation time.

Provided technical assistance to contractors for the City's Workforce Development Program in service delivery including management information systems, contract negotiations and development.Prepared budgets in excess of $5 MM.Drafted over $12 MM of proposed legislation and maintained legislative status reports for The Cleveland City Council.Served as a legislative liaison between The Cleveland City Council and the Mayor's Office.Supervised staff of five in addition to numerous contractors.Spearheaded the development of an MS Excel format for Workforce Development contract budgets reducing preparation time by 50%.Prepared various statistical data reports including EEO reporting and contract performance.Investigated Workforce Development client grievances.Provided consultation to Workforce Development clients on resume preparation, job placement and career development.Authored Requested for Proposals (RFP’s)Evaluated and scored Grant Proposals