Jerry M.

Jerry M. Email and Phone Number

Business Relationships Director @ Vanco
minnesota, united states
Jerry M.'s Location
St Paul, Minnesota, United States, United States
Jerry M.'s Contact Details

Jerry M. personal email

n/a

Jerry M. phone numbers

About Jerry M.

I’m driven by a vision to transform how technology enhances human capabilities and organizational dynamics. My diverse background in finance, technology, and entrepreneurship has given me a unique lens for crafting innovative solutions that seamlessly blend cutting-edge tech with practical, user-focused applications.My passion centers on developing groundbreaking products that elevate performance, foster well-being, and propel success - for both individuals and organizations. I merge strategic business insight with a keen interest in human optimization to create accessible, high-impact solutions.Key areas where I strive to make a meaningful impact:• Pioneering product development in emerging technologies• Forging strategic partnerships to drive cross-sector innovation• Harnessing technology to unlock latent human potential• Championing user-centric design for productivity and lifestyle enhancementI’m always excited to connect with forward-thinking innovators and leaders who share a vision for leveraging technology to empower people and organizations to excel. Let’s explore how we can collaboratively shape the future of human-centered technological advancement.

Jerry M.'s Current Company Details
Vanco

Vanco

View
Business Relationships Director
minnesota, united states
Employees:
288
Jerry M. Work Experience Details
  • Vanco
    Director Of Pmx Partnerships
    Vanco Apr 2021 - Present
    My passion at Vanco in working with PMX is helping people and organizations maximize their potential by streamlining processes and fostering success. This allows them to focus on what truly matters - their core mission and supporting their communities.In my role at Vanco I:• Build and strengthen strategic partnerships with leading financial institutions• Negotiate mutually beneficial contracts with diverse partners• Analyze relationships to help clients better serve their members and communities• Provide market insights to drive product enhancements and competitive edge• Support partners in developing effective strategies for mutual success• Ensure compliance and serve as a key point of contact for regulatory requirementsMy role is to create value-driven solutions that empower organizations to thrive, ultimately benefiting the people they serve.
  • Wells Fargo
    Client Service Officer Ii
    Wells Fargo May 2019 - Apr 2021
    United States
    I am part of a specialty team, working on projects to notify Corporate Clients of service needs or product updates on a proactive basis. I develop my own processes and approach for many of these projects - and work closely with the product managers when new information comes up.I work with Complex Treasury Management Products and assist Relationship Teams and Relationship Managers. I deliver quality work in reporting Treasury Information and help to improve Treasury Banking Processes - I consistently deliver feedback for process improvements for people related processes.
  • U.S. Bank
    Relationship Banker
    U.S. Bank Jul 2018 - Feb 2019
    Greater Minneapolis-St. Paul Area
    This job was tied to a project designed to bring more high value clients to the bank - in this program I worked closely with the project manager in Marketing - providing feedback about how to gain the most ethical social influence for prospective clients in a new footprint.
  • Wells Fargo
    Business Banker - Sales
    Wells Fargo Dec 2014 - Apr 2017
    Shoreview, Mn
    My role was to build strong relationships - utilizing communication and consultative sales to bring more business to the bank from Small Business owners. I took a consultative approach to assist Small to Medium sized business owners with establishing their banking relationship ensuring none of their needs were unmet.
  • Wells Fargo
    Personal Banker
    Wells Fargo Dec 2014 - Jun 2015
  • American Senior Benefits
    Retirement Specialist
    American Senior Benefits Jun 2014 - May 2015
    Maple Grove
    As a Fiduciary - I presented value in different health and life insurance options from the open market for individuals preparing for retirement.
  • Affinity Plus Federal Credit Union
    Member Advisor
    Affinity Plus Federal Credit Union Mar 2012 - May 2014
    Led meetings for the team as a resource on credit repairClosed mortgage loans with all parties as the NMLS loan officerWorked within Mortgage Underwriting systems - Reviewed loans and credit portfolios against Credit Union Underwriting CriteriaServed as a Notary Public
  • Wells Fargo
    Teller
    Wells Fargo Feb 2011 - Mar 2012
    Roseville, Mn
    Duties• Searched for member needs to make solutions through referrals• Built relationships to instill mutual confidence between the bankers and customers through referrals• Uplifted team members and their credibility as well as collaborating with employees on sales tips• Provided information regarding finances and handled daily transactional operations in a fast paced environmentAchievements• Quickly built up a strong sales performance and became top in the branch within 1 year• Most improved sales going from Bronze to Silver to Gold performance incentive level to top 3 in the Great Lakes District• Excellent top box survey results from customers on service
  • Kohl'S Department Stores
    Pos Sales Associate
    Kohl'S Department Stores Jun 2007 - Mar 2011
    Roseville, Mn
    • provide customers with a personalized shopping experience• engage customers with a smile and greet them in a friendly manner• provide an excellent example of rapport building• provide customers with options by letting them know the key benefits ofopening a Kohl’s credit card account• thank every customer for shopping at Kohl’s to make sure they leave with agood experienceAchievements• remained number one in Credit solicitation for the years 2008, 2009, and2010

Jerry M. Skills

Leadership Career Management Home Equity Lines Of Credit Diversity And Inclusion Consultative Selling Banking Career Path Planning Business Relationship Management Credit Cards Corporate Finance Payments Insurance Account Management Sales Loan Origination Business Development Communication Mortgage Lending Corporate Communications Negotiation Finance Treasury Management Customer Relationship Management Financial Services Commercial Banking Underwriting Emotional Intelligence Microsoft Office Microsoft Word Microsoft Excel Interpersonal Communication Employee Relations Credit Consumer Lending Microsoft Outlook Customer Service Small Business Management Small Business Management Project Management Credit Analysis Problem Solving Retail Banking Written Communication Loans Cultural Awareness Mindfulness

Frequently Asked Questions about Jerry M.

What company does Jerry M. work for?

Jerry M. works for Vanco

What is Jerry M.'s role at the current company?

Jerry M.'s current role is Business Relationships Director.

What is Jerry M.'s email address?

Jerry M.'s email address is je****@****anco.fr

What is Jerry M.'s direct phone number?

Jerry M.'s direct phone number is (800) 273*****

What skills is Jerry M. known for?

Jerry M. has skills like Leadership, Career Management, Home Equity Lines Of Credit, Diversity And Inclusion, Consultative Selling, Banking, Career Path Planning, Business Relationship Management, Credit Cards, Corporate Finance, Payments, Insurance.

Who are Jerry M.'s colleagues?

Jerry M.'s colleagues are Kevin Zheng, Matt Strelecki, Travis Yocum, Jeremy Hauglid, Siva Kannan, Caki Younts, Edgar Morales.

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