Jonathan Almond, Mba Email & Phone Number

United States

United States

- Consistently achieves and surpasses bank targets and team goals by proactively identifying client needs and providing advanced level guidance.- Conducts outbound phone calls of existing pipeline and generated prospect leads to expand existing client relationships and acquire new ones.- Provides consistent and measured optimal client experience to ensure retention and referral goals.- Advises clients on all consumer and business products and services and utilizes cross bank partnerships when needed to achieve client needs including Commercial Banking, Investment Advisors, and Wealth Management when needed.- Educates clients on emerging technology and digital solutions such as mobile, online, and application co-pilot systems designed to make banking easier.- Proactively assists with cross training junior level bankers in order to build stronger teams and results.- Follows all bank processes, procedures, regulations, and adheres to applicable law including managing, identifying, and reporting operational risks.

Atlanta Metropolitan Area

· Responsible for supporting the delivery of trusts and agency accounts in order to fulfill the fiduciary duties specified.· Administers assigned accounts in accordance with governing instruments, tax, and fiduciary law.· Researches and responds to requests as related to trust, estate, and agency administration, and investment administration.· Responds to client requests in an accurate and timely fashion.· Closely partners with related groups of Wealth Management such as Closely Held Business and Estate Settlement in consideration of client financial planning.· Maintains close relationships with law firms in order to facilitate efficient administration and future sales opportunities.· Assures account set-up, maintenance, and termination are performed properly.· Closely monitors accounts to ensure all work is completed to meet required target dates.· Ensures accuracy of information and coding for both tax and accounting treatments.

Actively managed portfolio of business and personal clients within regional book of business.· Profiled clients to balance expressed goals versus hidden needs in consideration of financial products.· Made multiple investment and deposit recommendations to business and personal clients based on retirement and present needs.· Used credit structuring to ensure best use for client’s overall goal, including tax considerations.· Used proactive sales strategies to discover new client markets.· Worked closely with internal partners, such as financial advisor and community banking, to cover all available cross sell channels.· Promoted team player strategy within branches to ensure goals and project deadlines were met regardless of employee function.· Developed multiple reports for use in tracking sales goals including future contacts for service.

Actively managed portfolio of clients in small business and premier setting.· Trained and coached partners within the general bank as to procedures concerning clients and transactions found in the Small Business/Premier banking group.· Led business partners during community activities, Home Expo, Gainesville Business Expo, Gainesville United Way drive, etc.· Used product knowledge to assist small business owners in selecting proper accounts and Treasury Management services.· Assisted senior client manager and business partners to promote and enhance client relationship.· Possessed in-depth knowledge of all bank services and products.· Highlights to date include area and regional recognition through leadership awards; incentives based on loan production and treasury management services, and client satisfaction awards.

Buford, Ga

• Planned and implemented production orders for Theragenics Corporation.• Assisted in the development and upgrade of operating systems to increase efficiencies and end-result outputs.• Proactively worked in maintaining warehouse inventory and consulting with vendors.• Assisted customer service in predicting trends of ordering from physician clients and presented this information on a weekly basis.• Partnered with ISO team in revision and republishing of the Theragenics Standard Operating Procedures Manual.

Bachelor Of Science, Biology, Chemistry

Activities and Societies: Sigma Alpha EpsilonBiology Major

Mba, Masters Of Business Administration

Masters of Business

Biomedical Science, Biomedical Sciences, General

Biomedical Science