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NAME:,

ADDRESS:

ADDRESS2:

CITY:

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ZIP:

CANDIDATE ID: 2548536

US CITIZENSHIP:

EDUCATION:

EXPERIENCE: 0

WILL RELOCATE: No -

JOB WANTED:

RATE NEEDED:

TELEPHONE: 386-***-****

EMAIL: abpukt@r.postjobfree.com

HOMEPAGE:

HOTTEST SKILLS: market, marketing, financial, html, product, finance, sale, asset,

banking, database, advertising, profit, retail, lien, broker, budget, profit,

profitability, microsoft, campaign

REVISION: 07-SEP-02

RESUME:

Jay W. Coakley

1608 Northport Drive

Jefferson City, Missouri

Home: 573-***-****

For additional information please click here! E-Mail:

[1]abpukt@r.postjobfree.com

Quick View Links: Click on one of the following to proceed directly to

the section.

[2]Employment Goal

[3]Experience

[4]Other Marketing Experience

[5]Financial Teaching Experience

[6]Bank and Trust Education

[7]Bank Marketing Conferences

[8]Formal Education

[9]Organizations

[10]Recognition

[11]Computer Knowledge

[12]References

Employment Goal:

To find a position in marketing with a company looking for growth,

profitability and to provide exceptional customer service. Relocation

is welcome.

Experience:

12/97

- 6/98UNION FEDERAL SAVINGS BANK, Member of the Waterfield

Group, Indianapolis, Indiana. Vice President and Director of

Marketing. Asset Size $2.3 billion. Employed to direct the banks

marketing function. This included market planning, market research,

direct mail, advertising, point-of-sale, sponsorships/client

entertainment, customer profitability systems and database marketing.

Implemented deposit-pricing strategies resulting in lower interest

expense while generating deposit growth. Made company-wide marketing

recommendations for increases in budget efficiency/performance.

Analyzed and implemented over $150,000 in annualized cost savings in 6

months. Savings areas included:

* Management of agency relationship.

* Relationship building with local newspaper groups.

* Introduction of new vendors.

1. Agency

2. Specialties

3. Audio and Television

* Negotiation with sponsorship groups for direct billing and

increased impact with lower investment.

1. Professional Sports Teams - Indianapolis Colts, Indianapolis

Indians

2. Statewide Functions - State Fair

3. Media and Community Events - WZPL Perfect Card, Home Show

4. City Government - Indy Parks

Worked with the Director of New Markets to find efficiency strategies

for the SVP of Retail Banking. Attended the Raddon Strategic

Financial Conference and Harland Marketing Conference (MCIF). Worked

closely with the credit card, consumer lending, and commercial lending

departments. Appointed to the Indiana Bank Marketing Association Board

of Directors and named Chairman of the MAXI awards committee.

Union Federal started a retrenchment strategy after I was hired. My

position was terminated in a cost savings measure by the SVP of

Retail. His recommendation is available.

10/92

- 12/97MERCHANTS NATIONAL BANK, Member Old National Bancorp,

Terre Haute, Indiana. Vice President of Marketing. Asset size $600

million. Employed to develop and communicate through various mediums

(personal contact, television, radio, newsprint, direct mail, outdoor

signs) our company's image, products and services to customers and

prospects in an efficient and effective manner so to achieve corporate

objectives.

Managed the business development sales program and implemented monthly

business development product training. Managed the Electronic Cash

Management Department (BankConnect, ACH), the Dimension Club (Senior

Club), and MCIF (Management Central Information File) System. Built

customer profitability models and implemented phase one customer

management system.

Types of decisions managed: marketing management (budget=$500,000),

marketing information, product, price, distribution channels,

promotion, and public relations. Member of the Strategic Planning

Committee, ALCO, and chairman of the Deposit Committee. Worked closely

with seventeen banking center managers on both deposit and lending

promotions. Negotiated purchases of equipment and services. Developer

and member of the Bancorp's executive marketing committee. Managed

customer entertainment activities.

4/88

- 10/92MERCHANTS NATIONAL BANK, Member Old National Bancorp,

Trust and Asset Management Group, Terre Haute, Indiana. Trust

Marketing Officer. Asset size $600 million. Employed to develop and

implement the trust marketing plan, develop and maintain the employee

referral program, and develop new business (both personal trust and

employee benefit) from outside sources. Key products include: personal

trusts, qualified retirement plans, and investment agency accounts.

Key programs established include: the employee referral program, the

overall trust marketing program, and finance and management

educational seminars.

Other duties include: responsible for the trust marketing budget,

account administration, investment management, planning and organizing

the Fall Ladies Luncheon, Attorney Function and Accountants Dinner.

Organized information for OCC examination. Managed customer

entertainment activities.

Worked closely with the development of the following products:

1. Investment Services Department; a full service brokerage department

offering products to fill the gap between Trust and Retail Bank

products. Designed product offerings and original broker compensation

program.

2. Development of regional marketing concept for Northern Region of

Old National Bancorp.

3. Direct mail campaigns for loan development.

5/86

- 4/88A.G. EDWARDS and SONS, Terre Haute, Indiana. Investment

Broker. Registered with the SEC and the NASD and the Indiana

Department of Insurance. Employed to match and market financial

products with client objectives. Client types include: individual and

institutional. Financial products include: stocks, bonds (corporate,

municipal, government and foreign),mutual funds, unit investment

trust, and life oriented insurance products. Organized and implemented

a 1700 member union pension plan. Account assets totaled $4.0 million.

8/84

- 5/86EASTERN ILLINOIS UNIVERSITY, Charleston, Illinois.

Instructor of Business Finance. Courses taught include: Corporate

Finance, Current Problems in Finance, and International Finance.

Financial Apportionment Board Member, and Delta Sigma Pi Faculty

Advisor.

Other Marketing Experience:

Produced market planning and advertising layouts for the following

firms:

*

McMahan Law Firm, Terre Haute, Indiana

The Add Pages Newspaper, Terre Haute. Indiana

Financial Teaching Experience:

AMERICAN INSTITUTE OF BANKING, Wabash Valley Chapter, Terre Haute,

Indiana. Taught Marketing for Bankers, Economics for Bankers, Sales

Management and the Older Bank Customer.

INDIANA STATE UNIVERSITY,

School of Business, Department of Management

and Finance, Terre Haute, Indiana. Taught Introduction to Business,

Managerial Finance, Bank Management, Management, and Management

Information Systems (Computers).

Bank and Trust Education

:

1/91

CANNON FINANCIAL INSTITUTION, Myrtle Beach,South Carolina.

Employee Benefit School I.

5/90 CANNON FINANCIAL INSTITUTION, Pepperdine University, Malibu,

California. Trust Sales and Business Development School III.

5/89 CANNON FINANCIAL INSTITUTION, University of North Carolina at

Charolette

. Trust Sales and Business Development School II.

6/88 CANNON FINANCIAL INSTITUTION, University of Notre Dame, South

Bend, Indiana. Trust Sales and Business Development School I.

8/95 Leadership Effectiveness Training, Old National Bancorp.

8/98 Graduated from the Graduate School of Banking at the University

of Wisconsin

Bank Marketing Conferences and Expositions:

92-97 Bank Marketing Association National Conferences.

93-98 Harland/MPI National Database Marketing Conferences.

98 Raddon Financial Conference.

Formal Education:

8/82

- 5/84 INDIANA STATE UNIVERSITY, Terre Haute, Indiana

M.B.A

. Emphasis in Finance. M.B.A. Association

Vice-President.

8/79

- 5/81 INDIANA STATE UNIVERSITY, Terre Haute, Indiana

B.S

. Major in Business Management.

8/77

- 5/79 LINCOLN TRAIL JR. COLLEGE, Robinson, Illinois

A.S

. Major in Business.

Organizations:

Current American Marketing Association

Current Bank Marketing Association

1991-97 United Way MNB Corporate Chairman

1984 United Way Campaign Marketing Chairman

Recognition:

Six (6) times Presidents Club Member 1989-1995

Membership based on sales calls and total new business.

Multiple Maxi Advertising Awards-Indiana BMA Award

Computer Knowledge:

CBS/FiServ - Bank Specific Software

Windows 3.1 and Windows 95/98

Lotus 123

WordPerfect 6.0 for Windows

Microsoft Office (Word, Excel, and PowerPoint Presentations)

MCIF/ Microsoft Access/Database Management - MPI/Harland Software

Internet/Web

References:

Available upon request.

References

1. mailto:abpukt@r.postjobfree.com

2. file://localhost/home/beta/Easytrieve/cvsroot/root/data/www.aol.com/resume.fetch/url.9

52826611.9.html#Employment

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52826611.9.html#Bank

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952826611.9.html#Recognition

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