Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Benjamin Jones

Lewis Center

Summary

Seasoned Financial Center Manager adept in motivating and coaching team members to accomplish demanding financial objectives. Seasoned leader and strategic planner with great communication skills ready to offer 10+ years experience in banking and take on a challenging new role.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Branch Manager

Wright Patt Credit Union
Columbus
04.2024 - Current
  • Established and built customer relationships through targeted outreach and initiatives.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Developed invoicing systems and internal controls to boost billing efficiencies.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Monitored financial performance of the branch on a monthly basis.

Branch Manager

Citizens Bank
Cleveland
07.2022 - Current
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.

Branch Manager

Chase Bank
Cleveland
10.2021 - 03.2022
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Designed sales and service strategies to improve revenue and retention.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Financial Center Manager III

Fifth Third Bank
Cincinnati
08.2019 - 05.2021
  • Provide vision, leadership and guidance in a mass affluent financial center
  • Create and execute operational plan aligned with business requirements and the current profit and loss (P&L)
  • Forecast long and short term goals and commitments for the branch
  • Coach and develop team. Implement processes that positively impact the business metrics and the customer experience
  • Identify future leaders and develop. Assist with the development and implementation of an Individual development plan
  • Oversee all branch operations and audits

Assistant Center Manager

Fifth Third Bank
Cincinnati
04.2018 - 08.2019
  • Direct supervisor of CSR/ Teller team
  • In charge of all financial center daily operations and compliance. Assist with monthly audits
  • Coach and develop CSR team to provide best in class customer experience
  • In charge of creating a functional work schedule with full and part time tellers

Personal Banker II

Fifth Third Bank
Cincinnati
09.2014 - 04.2017
  • Expanded customer relationships by maintaining regular follow-up processes and rapport
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
  • Expanded client base through consistent product promotion and sales strategy
  • Helped customers open and close accounts, apply for loans and make sound financial decisions

Account Executive

COECO
Greenville
03.2014 - 09.2014
  • Negotiated contracts, closed agreements and supported sales team in new product launches.
  • Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
  • Managed all sales and installations in Beaufort and Hyde Counties in eastern North Carolina
  • Prepared quotes for potential clients, upselling special packages and maintaining high levels of accuracy.

Branch Manager

Verizon Wireless
Greenville
08.2008 - 02.2013
  • Designed sales and service strategies to improve revenue and retention.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Developed annual branch business plan for maximum profitability and effectiveness.
  • Managed inventory, loss prevention and daily operations.

Education

Cyber Security Network Engineering

University of Phoenix
Tempe, AZ
02.2026

Chemistry

Ohio State University
Columbus, OH

Chemistry

Columbus State Community College
Columbus, OH

Radiologic Technology

Kettering College
Dayton, OH

High School Diploma -

Kenton Ridge High School
Springfield, OH

Skills

  • Sales initiatives
  • Quality controls
  • Business partnership management
  • Work delegation
  • Team development
  • Account management
  • Customer experience

Accomplishments

  • Exceeded sales goals by an average of 140% 2012 Verizon Wireless
  • Winners Circle Verizon Wireless 2010, 2011
  • Promoted to Officer at AVP at Fifth Third Bank

Certification

NMLS# 147811

Timeline

Branch Manager

Wright Patt Credit Union
04.2024 - Current

Branch Manager

Citizens Bank
07.2022 - Current

Branch Manager

Chase Bank
10.2021 - 03.2022

Financial Center Manager III

Fifth Third Bank
08.2019 - 05.2021

Assistant Center Manager

Fifth Third Bank
04.2018 - 08.2019

Personal Banker II

Fifth Third Bank
09.2014 - 04.2017

Account Executive

COECO
03.2014 - 09.2014

Branch Manager

Verizon Wireless
08.2008 - 02.2013

Cyber Security Network Engineering

University of Phoenix

Chemistry

Ohio State University

Chemistry

Columbus State Community College

Radiologic Technology

Kettering College

High School Diploma -

Kenton Ridge High School
Benjamin Jones