Jaime Ross work email
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A customer focused, results driven leader with 20+ years experience managing people to achieve sustainable highest value customer satisfaction, optimal net revenue generation and continuous organizational improvement. With a leadership hallmark of creating the culture of best practices and managing people through the process of reengineering, strategic alliances and technological innovation, this trusted advisor to senior management has the proven technical expertise to be the change agent who manages innovation in staff performance for call center operations, large inbound teams, client relations and account management. A highly personable business partner with the tenacity, adaptability and forward thinking to build high performance teams and a solid professional reputation for balancing strategic vision, operational leadership and technical know-how. Excels in the leadership of teams and operations in pressurized environments to deliver results and add value to any progressive organization, their staff, partners and customers.
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Real Estate Operations & Delivery ManagerBok Financial Nov 2024 - PresentTulsa, Ok, UsOversee strategic planning and execution of high-impact construction and real estate projects for BOKF’s retail spaces, corporate offices, and operational facilities.Lead a team of Implementation and Operations Managers, ensuring alignment with organizational goals and fostering collaboration with internal and external stakeholders.Optimize processes, manage resources, and drive continuous improvement to achieve project excellence.Develop and implement innovative solutions to enhance program delivery and operational efficiency.Foster strong relationships with internal departments, external vendors, and key stakeholders to ensure project alignment and successful execution.Identify and implement process improvements to enhance project delivery and operational efficiency.Maintain consistent communication with internal teams and external partners to create and implement business strategies.Assess and mitigate risks associated with construction and real estate projects, ensuring compliance with regulations and bank standards.Cultivate a high-performing team by providing mentorship, training, and development opportunities. -
Vp, Channel Delivery ManagerBok Financial Apr 2023 - Nov 2024Tulsa, Ok, UsLeading efforts to optimize the Branch Center location strategy, look and feel of the facility, and partnering with key stakeholders to align resources to deliver business value internally and externally. • Manage the Branch Capital Plan roadmap across 8 states for remodels, redevelopments and repositions while partnering with stakeholders to align resources and deliver the business strategy.• Lead large and diverse cross functional teams to complete 18 corporate real estate remodel efforts, defining space and brand strategies, to improve the client and employee experience. Exercising a holistic view to standardize the branch formats, updating and right sizing the spaces to create a harmonious design, layout, and brand awareness that resonates with both clients and employees.• Drive continual development using specific formats to create a robust coverage network that aligns with client traffic trends, employee work models, and positioning the brand value of our branches.• Collaborate with Corporate Real Estate, Construction and Facility Managers, and Distribution Strategist to define and transform the Branch footprint so that the physical locations of the branch resonate the brand and reflect the future of retail banking.• Author department processes and drive the CRES communication strategy. Communicate and prioritize initiatives to executives, proactively remove roadblocks to ensure advancement, and serve as key decision maker for line of business leadership. -
Director, Senior Program Manager, Sales & Service (Unsecured Consumer Lending)Union Bank Jan 2018 - Apr 2023San Francisco, Ca, UsAssisted in the creation of the Banks new Personal Loan product that previously was not available and managed the build a new state-of-the-art Call Center suite from scratch to deliver the product. Collaborated across 15 workstreams to support the $12MM initiative and product development. - Pioneered the site design meetings, drafted business procedures, developed in-house processes from scratch, created sales training content for new hires, reviewed customer journeys, authored employee sales standards and policies and shaped business metrics. - Excelled at the ability to think big and act fast with a start-up mentality during the design and launch of the business. Engaged with C-level suite and orchestrated competing priorities and readjusted plans quickly, while maintaining a good understanding of how each team's role contributed to the success of the launch of the omni-channel personal loan product.- Constructed a business model to originate small dollar loans to prime borrowers through the direct mail acquisition channel during a time that the market was underpenetrated. - Collaborated with software development and testing teams to design, develop, and launch the robust loan originations system through several iterations.- Hired and managed a team from 25 representatives to originated $100M unsecure personal loans within a year of launch, originated 5,000+ active loans, with 70% auto-pay penetration. Reduced CPA by 74% and converted sales at 60% in year one. Improved origination timing from 4 days to 48 hours. Drove ROE of 9.79% in year one. -
Director, Sr. Project Manager (Customer & Employee Experience)Union Bank Apr 2014 - Dec 2017San Francisco, Ca, UsFacilitated business unit operational initiatives from initiation to implementation. Authored business needs and requirements including identified solutions across the organization to obtain project buy-in. Responsible for ensuring the development of procedures, workflows, communications, and training activities related to the implementation of change initiatives. - Managed “Project Depth” a strategic plan working with Branch Banking to deepen client relationships by inviting them to the Private Bank and utilizing available share of wallet data. Increased Deposits by 3.31% and Investments by 21.21% in a year.- Lead efforts to design and implement innovative and creative solutions resulting in improved efficiencies including the launch and adoption of Apple Pay for Union Bank.- Facilitated project prioritization and benefits summary for expanding the banker Client Feedback Form to ensure that Union Bank has a holistic process for capturing and responding to customer feedback through all client touch points.- Designed comprehensive plan for all Consumer Banking executive communications including mapping, objectives, audience and key messages. Simplified and aligned the structure of internal communications, delivery tools and management systems for Banking Executives. - Designed and implemented team SharePoint site to manage project/request intake, workflows, and tracking to completion of initiatives, to ensure deliverables met project objectives. -
Vp, Marketing Sales Support Specialist (Consumer Banking)Union Bank Oct 2011 - Apr 2014San Francisco, Ca, UsResponsible for providing support to Regional Executives and Regional Managers within the Community Banking Market through ongoing program development, implementations, communication, and administration. Develop best practices and make recommendations that would increase Market productivity. Participates in strategic planning discussions and meetings, and ensures that programs and training enhance the financials of the company. -
Avp, Division Sales Support Specialist (Consumer Banking)Union Bank Aug 2009 - Oct 2011San Francisco, Ca, UsServed as a resource for policy changes as well as campaigns, promotions and the implementation of new products and services related to the Retail Market. Worked in conjunction with the Market President and Region Mangers in the oversight, coordination and execution of complex and technical issues related to sales and tracking systems. Assist with preparation of financial overview decks and sales trending. • Leadership and Time Management• Meticulous and Thorough• Driven and Self Motivated -
Avp, Regional Sales And Service Officer (Consumer Banking)Union Bank Oct 2003 - Aug 2009San Francisco, Ca, UsCo-lead 19 branches in developing action plans to meet goals. Develop sales tracking and communicate results including region stack ranking in multiple categories and creating campaigns for new focus. Enjoy driving sales and being an agent for change. Work with business partners to develop sales strategies and tactics. Develop and design recognition and reward programs for top performers. Playbook facilitator.
Jaime Ross Skills
Jaime Ross Education Details
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California State University, FresnoLiberal Studies -
Sierra High SchoolDiploma
Frequently Asked Questions about Jaime Ross
What company does Jaime Ross work for?
Jaime Ross works for Bok Financial
What is Jaime Ross's role at the current company?
Jaime Ross's current role is Real Estate Operations & Delivery Manager.
What is Jaime Ross's email address?
Jaime Ross's email address is ja****@****ail.com
What schools did Jaime Ross attend?
Jaime Ross attended California State University, Fresno, Sierra High School.
What skills is Jaime Ross known for?
Jaime Ross has skills like Retail Banking, Credit, Loans, Banking, Management, Strategic Leadership, Time Management, Meticulous, Thorough, Self Driven, Leadership, Program Management.
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