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.

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.