Jason M. Philips Email & Phone Number

Naples, Florida, United States

Naples, Florida Area

Naples, Florida Area

Responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.

Columbia, Missouri Area

Manage the growth of a portfolio of commercial credits, including underwriting and risk management processes. Oversee pricing strategies of the portfolio to ensure appropriate pricing for credit risk incurred, while meeting the bank’s profitability objectives. Analyze complex market forces and anticipate the impact of changes in the economic environment. Implement relationship strategies and cross-selling services to satisfy customer needs through a full array of financial services.• Pinnacle Award: 2010, 2011

Columbia, Missouri Area

Managed branch staff to ensure that budget goals are met, regulatory compliance is maintained, and overall customer service levels are maintained. Provided sales leadership, motivation, and direction in order to expand the overall customer base and profitability of the branch. Mentored and developed the staff to effectively identify the financial needs of the customers and cross-sell other bank products.• Branch of the Year, Mid Missouri Region, 2004

Columbia, Missouri Area

Marketed contemporary financial and insurance products to both new and existing customers in order to achieve personal sales goals. Sales were achieved through both internal and external marketing and solicitation efforts. Regularly provided management for the office, and assisted newer employees to enhance their knowledge, skills, and abilities.

Columbia, Missouri Area

Managed a team of associates to effectively operate a family owned specialty sporting goods store. Developed and implemented all advertising and promotional campaigns. Coordinated outside sales through a network of contacts with area coaches and athletic directors.

Bsba, Managment

Mba