Jill R. Jackson Email & Phone Number

Center Point, Ia, Us

Center Point, Ia, Us

Greater Chicago Area

Shelton, Ct

- Acquire and deepen relationships with clients by acting as a trusted advisor- Demonstrate strong interpersonal skills as well as provide exceptional service- Accountable for monthly, quarterly and annual sales goals- Drive business revenue for assigned cost center- Structure and complete straight forward secured and unsecured business loans- Business development, cold calling, following up on warm leads from retail branches- Formulate a business plan and deliver an effective variety of financial- Accurately assesses financial needs for new and existing client

Shelton, Ct

Effectively acquire, manage and grow profitable account relationships - Ensures the overall success & growth of an assigned portfolio by deepeningrelationships - Meet with existing customers in order to fully understand their businesses, goals,strategies and challenges- Accurately assesses financial needs for new and existing client- Formulate a business plan and deliver an effective variety of financial products - Performs effective financial analysis and underwriting in the areas of credit, cashflow and collateral. - Effectively partners with other Bankers and lines of business to deliver the fullcomplement of products- May structure and complete straight forward secured and unsecured business loans.

Maintain service performance and reinforce feedback gained from Mystery Shops,Customer comments mastery i.e. protect Brand, maintain facility to exceed Store appearanceexpectations - Exhibits excellent public speaking skills for sales, management and marketing- Models legendary service with resolving challenging service situations - Leads and encourages support with Retail events in all Markets that promote theBrand- Ensures the integrity of the operation through Store Self Audit - Generates and leads business calls, follows-up, letters, Prospect Pipeline andBusiness Development pipeline - Knows and practices appropriate marketing techniques as well as understand depositand loan trends- Utilizes fluency with accounting and finance to provide effective understanding andsound judgment - Manages Store budget, timely reporting of progress vs. targets - Demonstrates sales proficiency and compliance during Customer interactions withbusiness development - Learns and utilizes effectively all business operational systems and databases - Maintains active membership with appropriate civic groups to protect and benefitthe Brand - Leads and reinforces Teller Operational Standards, conflict resolution, processimprovement development- Identifies, trains and supports Store leadership team development- Conducts associate coaching sessions to positively reinforce behaviors and promotework place diversity - Coordinates agenda, conducts Store meetings and manages schedule according - Demonstrates initiative to learn additional skills and fills-in during criticalstaffing periods.

Relationship manager to existing customers with revenues of $2 -$20 million- Provided continuing financial advice as needed- Monthly, quarterly and annual sales goals- Determined customers commercial loan and deposit needs - Continued to develop customer relationships, and cross-sells products - Products sold included but not limited to Foreign Exchange, Treasury Management,Lines and Loans- Acted as the customers advocate in securing suitable credit - Solicited referrals and partnered with key internal partners - Responsible for structuring straightforward secured and unsecured loans- Strong attention to detail well working in a fast paced environment- Mentored new hires

Personal Banker- Sold retail banking products and services to customers and prospects- Managed a customer portfolio, services relationships and cross sells products andservices- Developed and maintained relationships with Wells Fargo partners to maximize salesopportunities- Used profiling analysis tools to identify cross sell opportunities

Managed high volume of inbound and outbound calls on late stage credit cards- Guided customers to resolve credit delinquency by setting up payment arrangements - Negotiated pay off of cardholder balances while maintaining their relationship with - Extensive research to locate customers to prevent losses- Acted as a liaison between the collections department and in-store Business Bankers - Able to manage multiple systems simultaneously to efficiently assist cardholder needs

Managed high volume of inbound and outbound calls on late stage credit cards- Negotiated pay off of cardholder balances while maintaining their relationship - Extensive research to locate customers to prevent losses- Able to manage multiple systems simultaneously to efficiently assist cardholder needs - Mentored new hires