Jonathan Cagle Email & Phone Number

Hales Corners, Wisconsin

- Elected Member and President of the Whitnall School District Board of Education

Greater Milwaukee Area

• Served as client’s primary contact for all facets of client service – from assisting with their banking and lending needs to resolving time sensitive monetary requests
• Provided service and support, along with banking and lending solutions, to high net worth clients and business owners based on a comprehensive review of their financial situation, family dynamics, and future goals
• Received many customer and colleague commendations for providing best in class service
• Consulted with client and underwriter throughout loan process including: discussing lending needs with clients; collecting and vetting required financial documents from client; identifying lending options with.
• Designed and directed an initiative in the Wisconsin market that increased collaboration and referrals among three client-facing lines of business. This initiative generated over $20 million in closed business and over.
• Ranked in top 5 nationally by originating $8.5 million in referred business opportunities with over a 50% close rate during single fiscal year

Chicago

• Earned top performing Banker status in branch consistently ranked in top 5% of national corporate footprint.
• Recognized as consistent top performer in metrics including customer service and experience scores; client acquisition and expansion of existing relationships; account and lending origination and funding; investment.
• Supervised daily service and sales operations of branch while emphasizing risk control and best in class customer service
• Promoted from Banker to Branch Office Manager of Illinois flagship branch after only 12 months in industry
• Interviewed, hired, trained, and managed branch staff for my branch and assisted with process for other branches within district
• Served as lead district trainer for new employees including Branch Manager, Branch Office Manager, Banker, and Lead Teller roles

Greater Chicago Area

• Increased store market share over 20% within six months of placement in traditionally under-performing location with primarily non-English speaking clientele by regularly establishing unit and dollar sales records.
• Developed relationships with store and department management to increase brand footprint within location
• Planned, promoted, staffed, and ran product demonstration and brand awareness events
• Trusted as lead market trainer for new Pro Shop Consultants and non-Hilti store staff
• Designed comprehensive tracking processes to monitor sales versus comparable products to identify untapped revenue opportunities and ensure proper resource allocation

Greater Chicago Area

• Supervised daily operations for ID Card Service Offices over multiple campuses. Interviewed, hired, trained, scheduled, and managed part-time student employees, traditional full-time employees and temporary staff
• Coordinated and managed events including new student carding orientation and partnership with Chicago Transit Authority for the UPass carding program
• Created, revised and implemented processes, procedures and instructional documents as part of International Standard Certification Process