Jean Lubbert Email & Phone Number

Birmingham, Alabama, United States

Supporting Commercial, Wealth and C&IB

Birmingham, Alabama, United States

Build and execute multi-channel marketing plans for Small Business and Insurance.•Coordinated the Paycheck Protection Program direct marketing, landing page, webinar, and training materials which assisted 30,000 clients in obtaining a PPP loan.•Developed three comprehensive product marketing catalogs that facilitated cross-selling conversations with clients.•Created digital versions of marketing collateral that were used by 80 business relationship managers.•Improved lead generation for organic search results by updating web content. •Managed six quarterly property and casualty insurance direct marketing campaigns.

Birmingham, Alabama Area

Execute simple to complex projects for Treasury Management and Commercial Card Product Managers.•Led a six-month initiative to rebrand all external forms, documents, client presentations, RFP content, legal agreements, user and quick reference guides.•Built a treasury management and commercial card presentation library that included fourteen products with interchangeable content that RMs customize for client interactions.•Managed the question and answer pair audit for eleven AFP questionnaires. Obtained product and legal/compliance approval.•Coordinate trade show activities that included selecting the theme and appropriate display booth, use of exhibitor services, lead retrieval, marketing collateral, participant registration, give-a-ways, client event, budget and team meetings.

Birmingham, Alabama Area

Perform the business rationalization to reduce the number of vendors under management.•Achieved a 45% reduction in vendors under management.•Collaborated with office managers to evaluate and select appropriate vendors.•Organized the collection of vendor contracts for review by legal department.

Birmingham, Alabama Area

Build a comprehensive voice of the customer program. Implement a new client onboarding program. Led market research projects for Retail, Wealth and Commercial stakeholders.•Attained a 22% reduction in problem incidence rates achieved while increasing overall banking center customer satisfaction rating by 3% in three years.•Spearheaded a large research project that explored the benefit and brand equity of installing a new core banking platform.•Accomplished a 1% increase in checking account customer retention by leading the project team in creating a new consumer checking account onboarding program that JD Power & Associates recognized as best-in-class.•Developed the Client Experience training program for bank support employees.•Managed five project teams in implementing 50 process improvements with the greatest impact on improving the client experience.•Implemented Frontline Friday, an executive immersion program in which 75 senior-level managers visited a branch or call center every quarter.