Jan Kidd Email & Phone Number

Waynesboro, Va, Us

Stuarts Draft, Virginia, United States

-Achieved the #1 branch title 2 times in a company with over 96+ branches at two separate locations in the last 3 years. Exceeded targeted goals within these branches on multiple occasions. Assures compliance with bank standards, audit recommendations.CRMs and company software trainings. Lending, credit analysis, and loan closings. Merchant Services and cash management services.Commercial sales and credit.Management, security risk standards, fraud prevention.Digital banking. Oversees training of personnel and facilitates meetings or seminars. Establishes target goals and weekly data via current software. Markets bank products and trains clients on digital channels, including commercial cards, retail cards and treasury products. Cross-sells multiple products and referrals to various departments. Maintains customer loyalty. Coaches, reviews and reports each staff member’s development weekly, monthly and annually.Optimizes digital marketing efforts for increased online presence and customer engagement.Assists clients with complex sales situations, utilizing my expertise in tailored credit products to close deals successfully

2 Locations In Front Royal, Virginia

-Managed 2 locations and multiple team members. Underwriters for lending products on the retail side. Aggressive cross-selling along with intense production goals. Trained staff for all online banking and merchant services. Fraud detection and risk analysis. Credit examination and loan documentation analysis.Processed staff reviews weekly, monthly and yearly.Analysis of company goals and performance. Working for First Bank- the belief is: "There's Power in One!"

Augusta County, Va

B2B networking.Liaison for 40+ companies within a 400+ membership. Digital channelsSocial media and client exposure to grow their business and staff engagement. "The mission of the Greater Augusta Regional Chamber of Commerce is to promote and support the growth of business, industry and agriculture in the Greater Augusta region."

Waynesboro, Va

Weaver is a well-established, independent insurance and financial services business. Networked, B2B selling, marketed through social media and advertising. Reconciled statements and accounts and resolved variances. Managed accounts payable processes, ensuring prompt payment of invoices while avoiding duplicate payments or late fees. Supported customer needs by providing timely responses to inquiries regarding account status or transactions processed. Developed comprehensive marketing plans in alignment with overall business goals and objectives. Oversaw the creation of compelling marketing materials, including brochures, presentations, and social media content. Directed trade show participation, maximizing exposure for company products and services. Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs. Optimized digital marketing efforts for increased online presence and customer engagement.Held seminars and educated clients in the start of the Affordable Care Act.Utilized CRM programs. Assisted high net worth clients in the wealth management department.

Roanoke, Virginia

Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.Assisted clients with financial planning packets to meet financial goals.Established strong referral partnerships with professionals in related fields such as attorneys, accountants, and mortgage brokers to increase business opportunities.Developed comprehensive reports for management, highlighting key findings from account reconciliations.Maintained compliance with regulatory requirements, conducting thorough research and staying up-to- date on industry standards. Provided exceptional administrative support for 6+ executive-level advisors, ensuring that their needs were met.Facilitated new client onboarding process and investment account setup.Assisted clients with financial planning packets to meet financial goals.Established strong referral partnerships with professionals in related fields such as attorneys, accountants, and mortgage brokers to increase business opportunities.Developed comprehensive reports for management, highlighting key findings from account reconciliations.Process referrals.Network and service high net worth clients.Provide top notch service to UBS clients by responding to clients requests and addressing inquiries to different areas.Process and follow up operational duties linked to new accounts, risk management, funds cashiering, marketing support and order entry.Work closely with the branch operations team and bank service desks on resolving client inquiries and the securities fraud department.Cashiering (review and release of disbursements and deposits).Train retail staff.

Virginia, United States

-Maintain over 29+ years of retail management and customer service experience.

Bachelor Of Science (Bs), Double Major In Business Administration And Family & Consumer Science

Education record