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Customer Service Management

Location:
Miamisburg, OH, 45342
Posted:
September 19, 2010

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Resume:

Jennifer Marie Jones

***** ******** *****, **********, **** 45342

937-***-****

abkztk@r.postjobfree.com

Qualifications A seasoned Treasury Management professional with practical

experience in financial and strategic planning, audit and

compliance issues, business operating and working capital

ratios, cash flow management, analysis of financial

statements, preparation of financial projections, payroll

systems, domestic and international Treasury Management,

foreign exchange, and letter of credits. Proven leadership in

sales, marketing, customer service, public relations and team

building.

Professional PNC 2000 -

Experience Treasury Management Dayton-Cincinnati Team Lead, Present

CTP, Vice President

Advised and trained business banking clients on

Treasury Management products; conducted webinar

and on location trainings

Developed multiple strategic TM product and

process plans for Business Banking

Provided leadership to a team of 8 Treasury

Management Officers

Achieved 146% of goal for Treasury Management fee

income in 2009

Developed programs to coach and train the Dayton

and Cincinnati Treasury Management and Business

Banking teams on product and cash flow

conversations to increase sales

Led several cross-functional bank teams and

coached team members, as appropriate, to develop

skills and confidence in their ability to examine

work processes, create solutions, measure

improvements to better the customer experience

Led as a Vice Chair for the Treasury Management

Advisory Board for PNC

Serve on the Dayton healthcare committee for PNC

Analyzed client's cash flow and conversion cycles

to increase ROI and overall profitability

Advanced experience in generating proposals for

RFP requests for public and private entities

Achieved highest award at PNC for customer service

and leadership

Managed the implementation and relationships of

Pcard programs, Account Receivable programs and

Account Reconciliation programs for PNC for public

and private entities

Continually worked with all lines of business

within PNC to enhance partnerships and business

opportunities

Responsible for analyzing market trends and

competitors information for Dayton market

Business Banking Officer, Vice President

Successfully working in a dual role as a Health

Business Banking Officer and Retail Business

Banking Officer

Exceeded deposit and credit goals

Strategically build and maintain profitable

relationships with start up and growth

organizations

Continually expand my referral network through

contact with internal partnerships and external

financial intermediaries

Effectively coach Branch Managers on Business

Banking credit and sales

Advised and directed business owners on business

plans, projection planning and Small Business

Administration programs

Analyzed financial statements for different

industries of all size

Business Banking Cash Management Officer,

Assistant Vice President

Oversaw Cash Management Service relationships in

Dayton/Springfield Market

Exceeded 2006 annual goals; fee income growth was

109% and deposit growth was 132%

Develop and maintain relationships with Center of

Influences

Successfully trained employees and customers on

product training in Florida acquisitions

Assist in product development for Treasury

Management

Designed and executed deposit and Cash Management

proposals to win new business clients

Trained Branch Managers, Small Business Banking

Officers, Cash Management Officers on TM products

and deposit services

Successfully work with individuals from all lines

of business

Effectively manage sales cycle process from client

presentation to set up of services

Trained customers on all Cash Management products

and services

Branch Manager, Assistant Vice President

Met and exceeded lending goals of $800k per month

Increased Branch Deposit Outstandings to 46% over

goal

Identified and developed new business

opportunities to increase branch profitability

Developed successful partnerships with ADP, NPC,

Small business, and investments to exceed yearly

goals

Coordinated and conducted conference calls with

Branch Managers to increase loan volume

Trained loan officers to increase sales

performance

Reduced potential branch losses by managing

overdrafts daily and weekly

Increased customer service goals from 82% to 97%

for customer satisfaction

Education BA, Communications, Wright State University, 2000

Fairborn, Ohio

MBA, Indiana Wesleyan University,Marion, Indiana 2007

Professional Certified Treasury Professional (CTP)

Affiliations Marketing knowledge of computer systems and their business

and Skills benefits, including hardware/software (debuggers, security

tools, installers, servers, routers), operating systems

Exceptional skills in MS office (Excel, Word, PowerPoint and

Outlook)

Operating Systems: Windows9X, Windows2000, Windows ME,

Windows XP and Windows Vista

Lotus Notes

Cash Flow Certified through PNC

References available upon request



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