Sales Customer Service

L . GENE OGLETREE, CAMS

**** **** ****** **** ~ Harpersville, AL 35078

H: 205-***-**** ~ C: 205-***-****

abg1xf@r.postjobfree.com

Dedicated innovative business development executive with extensive sales, management and

operations experience. Innovator of new products, services, markets, operations and sales

approaches in banking, telecommunications, computer software and consulting markets.

Recognized for the ability to create and manage processes and strategies that meet and exceed

business and customer needs. Results-oriented leader and innovator with proven ability to

create value with many C-Level personality types simultaneously. Experienced at managing and

interacting with cross-functional teams and known for cultivating profitable and effective

relationships with clients, management and staff.

Areas of Expertise:

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Executive Leadership Computer Operations Asset/Liability Management

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Business Development Quality Control Business Performance

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Organization Management Results Driven Communications

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Strategic Planning Change Management Policy/Procedure Development

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Profit/Revenue Generation Budget Management Voice/Data Networks & Roll-

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Capacity Planning Resource Allocation outs

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Negotiations Sales Management

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Mergers & Acquisitions Cost Containment

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"Gene has an innovative mind and is a natural leader. He works hard, develops solutions quickly, and will

become a key player in any industry."

Jack Phillips, CEO & Chairman, ROI Institute

(Former EVP/President Secor Bank)

SELECTED CAREER HIGHLIGHTS

Increased cellular telephone carrier's projected income by $40M by single-handedly obtaining contracts to

open cellular sales kiosks within 40 stores of largest US retailer previously unobtainable by largest cellular

telephone carrier.

Rocketed annual sales figures in a start-up business from less than $300K to more than $2.8M per year

surpassing all sales records for large cellular carrier and was awarded the most creative marketing

agent/salesperson by cellular carrier’s senior management.

Conceived of, developed, and supported data sales products and aggressively expanded sales

operations and market share for large southeast utility cellular sales company achieving highest sales volume

of any of the company’s regions to date and was awarded recognition for the highest annual data sales in all

assigned southeast regions.

Created, developed, and managed integrated computer services, voice and data communications, and

system security from acquired institutions for 90+ branches in Alabama, Florida, and Louisiana with thousands

of users.

Decreased computer operations and purchasing costs by 50% or more and maintained 24/7 operations

while centralizing 5 multi-state bank operations centers, resulting from acquisitions, into 1 operations center,

servicing 90+ branches across 3 states, that tripled bank’s size.

Featured in Pitney Bowes monthly magazine as a creative and innovative manager of operations.

BUSINESS DEVELOPMENT

Developed and implemented innovative cellular sales program for selling company products and services

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through kiosks placed in large retail stores which substantially decreased costs associated with overhead

and advertising and significantly increased new customer traffic, expanded customer base, and increased

company profits.

Recruited and provided direction and structure for highly successful team of managers and support staff

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leading to recognition by top executives for recruiting, selecting, and training best people for responsible

operating units.

Monitored utility wireless carrier client’s operations area and recommended improvements in CRM, billing,

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pricing, distribution strategy/channels, sales operations, HR issues, and policies and procedures.

Built and managed highly successful team of three regional data managers, achieving awarded recognition

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for the highest annual data sales in all assigned southeast regions.

L. GENE OGLETREE – PAGE TWO

Conceived of, developed, and supported data sales products and aggressively expanded sales operations

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and market share for large southeast utility cellular sales company.

Managed troubled sales regions for large client until new regional managers were hired and turned troubled

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sales region into a profit center.

Employed advanced distribution strategies/channels to deploy offering in various markets thereby

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expanding company’s footprint and market share.

Monitored utility wireless carrier client’s operations area and recommended improvements in CRM, billing,

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pricing, distribution strategy/channels, sales operations, HR issues, and policies and procedures resulting in

increased employee and customer satisfaction, improved quality control, decreased costs, and increased

profits.

Expanded retail client’s customer database by expanding sales into southern coastal region increasing

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client’s sales revenue by 300%.

Known as a proven, trusted leader and effective team builder while managing 100+ employees with low

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employee turnover and highly motivated employees in all areas of responsibility.

Heightened sales through innovative marketing concepts and product designs such as introducing

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employee discount programs at large companies with more than 50 employees.

Responsible for direct leadership of sales and operations for a start-up encompassing multiple direct reports

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of over 50 employees, expansion to multi-state offices, and annual revenue budget of $2M.

Developed, implemented, and sustained quality process improvements that focused on safety, financials,

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operations, technology, and customer service and satisfaction.

As leading member of selection committee, implemented and tested software for potential sale by large

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utility client and negotiated with vendors on pricing, licensing agreements, support issues, training etc,

resulting in significantly increasing client’s profits.

Increased customer satisfaction and reduced customer inquiries and complaints by instituting quality control

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checks and audit trails.

Utilized technology and applied it to business daily operations and created automation to gain competitive

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edge and reduced cost of operations.

Negotiated vendor contracts, managed vendor relationships and associated costs.

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Established open lines of communication and involved all department leaders in firm wide decisions and

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ensured all departments understood the impact of their actions on the overall company operations.

Decreased costs associated with overhead and advertising and significantly increased new customer traffic,

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expanded customer base, and increased company profits for cellular company.

E X E C U T I V E A N D O P E R AT I O N S M A N A G E M E N T

Managed computer operations and administrative services for a multibillion dollar Federal Savings Bank,

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one of the largest Savings Banks (FSB) in the Southeast.

Managed all projects and over 100 staff in the following bank operations area: Data Processing,

Applications/System Programming, IP/Items Processing and Capture, Proof & Transit,

DDA/Savings/CD, Research, ACH, ATM, On-line Network, Voice and Data Communications, Physical

and Data Security including security investigations, Help Desk, Training, and managing/supporting all

bank transaction equipment including teller platform equipment and ATMs.

Introduced new equipment, developed operational strategies, employee job descriptions and growth

maps and trained the staff on all new products and policies.

Managed many mission critical bank operations programs and projects by working collaboratively with

project team members, software application programmers/developers, and other related parties

identifying and communicating goals, strategy, tasks, and results expected; ensuring all tasks were

properly prioritized, planned, tracked, and completed within budget and time frame; and identifying how

current and planned projects affected other teams, applications, and resources.

Established 5 remote bank processing centers and maintained 24/7 operation to handle in-state and

out-of-state business.

Implemented contingency planning and established high-level physical and data security processes.

Selected, tested, converted, and trained staff as needed on new computer hardware and/or software.

Oversaw implementation, at the executive corporate level, of policies, staff hiring, training, benefits, and

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work schedules of a culturally diverse workforce.

As VP and senior executive manager, oversaw the consolidation of 5 bank operation centers resulting from

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numerous multi-state bank acquisitions, tripling bank’s size. Lead the change including establishing the

vision, priorities, integrating separate values and cultures to develop a productive and creative environment

and improving customer service.

Merged all acquired bank customer files into 1 master file and centralized all bank purchasing into 1

distribution center, decreasing computer operation expenses and purchasing costs by 50%..

L. GENE OGLETREE – PAGE THREE

Centralized 5 operations centers into 1 operations center, maintaining 24/7 operations to accommodate

in-state and out-of-state banking business, and servicing 90+ branches across three states.

First in state to successfully convert savings and loan real-time operations center into a commercial bank

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batch operation process.

Provided bank ability to manage and control its own destiny through its own timely introduction

of new products and services.

Implemented quality control checks and audit trails, as well as processes and procedures, to

meet or exceed bank and internal/external regulatory methods and controls.

Significantly increased efficiency and bank profit by decreasing bank operating costs.

Increased customer satisfaction and reduced customer inquiries and complaints, while

increasing volume handling without increasing labor costs.

Provided consulting services to larger banks to assist them in converting savings and loans real-time

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environment to a memo post batch operations center.

Managed 100+ employees (including 12+ software programmers in various programming languages),

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vendor relationships and contract staffing, building teams and providing leadership that resulted in low

employee turnover and highly motivated employees.

First to convert bank's analog data network to a digital network, leading to faster throughput, less

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downtime, and a decrease in costs of 25%.

Developed, implemented, and sustained quality process improvements that focused on safety, financials,

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operations, technology, and customer service and satisfaction.

Reconfigured voice and data lines for optimal pricing and best use; implemented and audited

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voice and data lines hardware resulting in 50% decrease in telecommunications costs.

Managed ATM/point of service data lines and 24/7 online support; provided debit card/ATM fraud

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software and support; and designed ATM/Debit card for best use and configuration.

Successfully planned and executed business continuity plan for voice/data communications and

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information technology services; responsible for data and bank security for over 90 branches in a multi state

region.

As Chief Security Officer at financial institution, maintained effective working relationships with federal

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and state banking agencies and general public, and worked with regulatory agencies and criminal

investigations on fraud and bank robberies.

Prepared detailed, timely budgets, conducted audits and ensured operations met highest organizational

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procedures and standards.

Analyzed P&L statements, negotiated vendor contracts, developed and executed marketing plans.

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Involved in various lending activities including commercial, installment, and mortgage/real estate.

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Maintained lowest employee turnover rate in company history.

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P R O F E S S I O N A L W O R K H I S T O RY

President / Executive Consultant, Ogletree Group, LLC, Birmingham, AL 2008 - Present

Product Manager, Yellow Hammer BSA Software, Jack Henry & Assoc., Birmingham, AL 2005 - 2008

Senior Consultant, Regional Sales Manager, Vertex Consulting, Birmingham, AL 1996 - 1998, 2000 - 2005

Manager, Wireless Data Sales, Southern Link, Birmingham, AL 1998 - 2000

Principal / Agent, Bell South Mobility, Cellulink, Inc., Birmingham, AL 1991 - 1996

Vice President, Secor Bank, Federal Savings Bank, Birmingham, AL 1985 - 1991

Operations Officer, Metro Bank / First National Bank of Mobile, Birmingham, AL 1980 - 1985

E D U C AT I O N A N D C E R T I F I C AT I O N S

Certified Anti-Money Laundering Specialist (CAMS)

Political Science, University of Alabama, Birmingham

MEMBERSHIPS

ROI (Return on Investment) Institute

INFRAGARD

ACAMS Association of Certified Anti-Money Laundering Specialists

ACFE Association of Certified Fraud Examiners

ICEN International Compliance Experts Network

COMMUNITY SERVICE

2008/2009 and 2009/2010 President, Chelsea High School PTO

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