Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jerrod Vinson

Lynnwood,WA

Summary

Successful Sales Professional with 17+ years of Banking experience. Forward thinking with solid history of Accomplishments in all roles held within the industry. Team player with the ability to adapt to new organizational cultures.

Overview

18
18
years of professional experience

Work History

VP, Business Banker

Umpqua Bank
Seattle, WA
11.2020 - Current
  • Relationship Manager with extensive Client Portfolio of both Loans and deposits covering Lynnwood, Northgate and Phinney Ridge locations.
  • Acts as a Private Banker for Business owners in the 1MM to 15MM revenue space
  • Cash flow specialist with Treasury, Merchant and Credit card Sales experience
  • Substantial commercial Credit training including custom lending

VP, Small Business Relationship Banker

Umpqua Bank
Seattle, WA
02.2017 - 11.2020
  • Worked with Small Businesses ranging from 100k to 5MM in revenue size.
  • Built Portfolio of Small Businesses while covering the Northgate, Ballinger and Lynnwood Locations.
  • Developed and executed strategic plans to support the vision of the organization.

VP, Store Manager

Umpqua Bank
Seattle, WA
03.2011 - 02.2017
  • Managed Branch Staff of 6-7 Employees while being responsible for extended hours including Saturdays
  • Successfully grew Branch deposits and loans which resulted in winning multiple high level awards
  • Maintained Collaborative relationships with Business Partners including Merchant, treasury, Private Banking and Commercial

Personal Banker

Umpqua Bank
Seattle, WA
09.2006 - 02.2011
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Cross-sold banking products such as credit cards, loans and investments.
  • Followed operational standards, promoting security, risk management and compliance.

Education

Bachelor of Science - Economics

Washington State University
Pullman, WA
12-2004

Skills

  • Business Development
  • Lead Generation
  • Market Research
  • Event Networking
  • Customer Service
  • Team Leadership
  • Complex Problem-Solving
  • Public Speaking
  • Results-Driven
  • Commercial Lending

References

References available upon request.

Timeline

VP, Business Banker

Umpqua Bank
11.2020 - Current

VP, Small Business Relationship Banker

Umpqua Bank
02.2017 - 11.2020

VP, Store Manager

Umpqua Bank
03.2011 - 02.2017

Personal Banker

Umpqua Bank
09.2006 - 02.2011

Bachelor of Science - Economics

Washington State University
Jerrod Vinson