Sales Manager

JOHN MICHAEL JONES

***** ******* *****

Leesburg, FL 34788

Home Phone 352-***-****

Cell Phone 352-***-****

abll7b@r.postjobfree.com

OBJECTIVE

Seeking a challenging opportunity as a Manager, where my related

professional experience in strategic marketing and client services,

supported by strong leadership, communication and organizational skills,

can prove to be an asset to your team.

PROFESSIONAL EXPERIENCE

United Southern Bank, Eustis, Florida

Vice President / Trust Officer, 2008 - 2010

Supervised, trained, mentored and led staff, with responsibility for

generating new fee income and new accounts through the establishment of a

consistent sales approach.

Established and managed sales goals, prospected for clients, reviewed

contracts, and provided recommendations to clients, prospects, brokers and

financial representatives.

Reviewed trust documents to determine, manage and control department's

risk.

Bought and sold investments including stocks, bonds and real estate base on

trust documents and clients' goals.

Conducted presentations to the Board of Directors, treasurers and clients

on the status and progress of their respective portfolios.

Marketed, offered and represented credit products and branch services from

the bank.

Worked with auditors from FDIC, State and private agencies to ensure

conformity to policies, procedures and regulatory requirements.

Developed and administered accounts leading to a "1" rating by F.D.I.C.

Established and developed new policies and recommended approval to the

Trust Committee.

Investment Committee Member responsible for analyzing companies and

municipalities base on public accountings, cash flows and debt-to-factor in

risk based on expected return.

Consistently led a region to exceed yearly sales targets with minimum of

attrition (under 3%).

Oversaw investments to insure that money managers adhered to goals and

principals.

Served as a trusted adviser to the retail and commercial side of the bank.

Advised clients in the appropriate assets and mix.

Extensive knowledge of asset allocation strategies to maximize client

goals.

First National Bank of Mount Dora, Mount Dora, Florida

Vice President / Trust Officer Manager, 2006 - 2008

Managed a staff of four trust officers in strategic marketing and new

business development.

Established goals and targets, trained and coached staff in product and

service representation.

Successfully secured new business while retaining existing client base.

Supervise, train and guide commercial staff through staff meetings and

training classes.

Established and guided the sales process as it relates to the high net

worth and retail clients.

Increased referrals from all departments within the bank by promoting cross-

selling strategies.

Successful track record in creating and maintaining a sales force with

double digit growth year after year 2007 at 14% above budget.

Reviewed a 30-day calling plan for each officer on a monthly basis.

Marine Bank of the Florida Keys, Marathon, Florida

Vice President / Senior Trust Officer, 2004 - 2006

Managed, trained and coached staff in marketing and presenting bank

products and services.

Set up the department, including staffing and development of policies and

procedures.

Created a request for proposal (RFP) for a new Trust System.

Designed forms, wrote standard operating procedures, and set up a

supportive budget.

Susquehanna Trust & Investment Company, Lititz, Pennsylvania

Senior Vice President / Wealth Management Executive, 2002 - 2004

In charge of hiring, training and team leadership within the Central

Pennsylvania Region.

Worked collaboratively with marketing to create a regional marketing plan.

Facilitated change in perception of Wealth Management within the bank

footprint.

Implemented a new business development plan that focused in on three key

elements to success: Knowledge, Time Management, and Appropriate Behavior

Managed an office of 4 trust officers, 6 administrative staff, 4 brokers

and 2 investment officers.

Senior Management Committee Member.

Created and managed a budget with revenue at $4 M, expenses at $1 M.

Grew the department by 34% in less than 3 years.

Woronoco Savings Bank, Westfield, Massachusetts

Senior Trust Officer / Department Manager, 2001 - 2002

Managed staff, developed marketing and business development strategies, and

consistently achieved sales / marketing goals.

WestBank, West Springfield, Massachusetts

Park West Bank & Trust / Marketing Director, 2000 - 2001

Responsible for overseeing identification and development of new business

opportunities as well as creating and implementing marketing strategies.

Banknorth Group, Springfield, Massachusetts and Rutland, Vermont

Formerly Stratevest Group, N.A.

Regional Vice President / Financial Consultant, 1994 - 2000

Provided counseling and advisement to clients and prospects based on

knowledge and experience with financial and banking products.

Fleet Bank, Hartford, CT

Formerly Shawmut Bank

Trust Officer, 1988 - 1994

Began career in banking and financial services, completed extensive

internal training and formally promoted to Trust Officer in 1990.

SPECIALIZED SKILLS

Educator / Mentor for retail and commercial employees for cross-selling

targets, DDA targets, loan goals and relationship enhancement.

Instructed at PBA and ABA, Marketing, Sales Management, and Organizational

Leadership.

EDUCATION

Bachelor of Science, Organizational Management, College of Saint Joseph,

Rutland, Vermont.

Certificate, ACCEL Program / Organizational Leadership, College of St.

Joseph, Rutland, Vermont.

Diploma, Trust, New England School of Banking at Williams College,

Williamstown, Massachusetts.

CTFA designation, Certified Trust Financial Analyst, 2000.

Certificate, Trust I, II, III, with honors, Cannon Financial, UNCC,

Charlotte, North Carolina, 2000.

Courses, Estate Planning In New England, New England Banking Institute,

Hartford, Connecticut.

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