Summary
Overview
Work History
Education
Skills
References
Civic Involvement
Timeline
Generic

Bruce J. Jacobs

Rochester Hills,MI

Summary

Dynamic banking executive with extensive experience at Comerica Bank, recognized for excellence in financial analysis and strategic collaboration. Achieved the highest NPS score within the organization by spearheading branch performance enhancements. Proficient in loan underwriting and portfolio management, consistently driving business growth while nurturing robust client relationships. Aiming to leverage expertise to further elevate banking operations and client engagement.

Overview

14
14
years of professional experience

Work History

VP, Senior Bank Manager

Comerica Bank
01.2020 - Current
  • Manage all aspects of a $200+MM full-service bank branch, including consumer and business lending, collaboration with business partners and problem solving
  • Increased performance of first branch assigned in 2021 from low satisfactory to highest level of Distinguished, achieving a three-way tie for first place out of 435 branches, working to lead staff to achieve the goals at hand
  • Increased performance of second branch assigned during 2022 from Inconsistent to Distinguished in one year, providing customers with the services they need
  • Achieved NPS survey score of 93 for 2022, highest survey score in entire Company, improving customer service relations and customer service

Business Banker II

Great Western Bank
01.2017 - 01.2020
  • Demonstrated the ability to maximize existing banking relationships and calling on eligible prospects to move their banking relationships to Great Western Bank, both personal and business
  • Successfully completed duties of soliciting commercial loan prospects, financial underwriting, loan closing and portfolio management of a commercial loan portfolio
  • Achieved year-to-date results for loan production of $15,211,963 vs
  • A goal of $4,547,131, past dues of 0.05% vs
  • A goal of 0.75%, charge offs at 0.00%, loan portfolio average of $26,475,376 vs
  • A goal of $21,750,000, fee income of $20,906, deposit portfolio average of $18,797,000 vs
  • A goal of $15,000,000

Business Development Officer

Farmers State Bank
01.2016 - 01.2017
  • Managed all aspects of a commercial loan program including credit analysis, loan presentation, loan closings and portfolio management
  • Successfully developed banking relationships within the community in a professional manner

Vice-President

Community Bank & Trust f/k/a Community National Bank
01.2011 - 01.2015
  • Fulfilled commercial lending responsibilities including sales, underwriting, loan request presentations, loan closings, and loan portfolio servicing
  • Managed a criticized loan portfolio, including risk-rating changes, rewriting existing loans, loan workouts, negotiating settlements, foreclosure activities and managing OREO properties
  • Trained and designated to review commercial appraisals/evaluations for the bank
  • Served as the Security Officer for all Iowa branches managing physical security and annual security training for all employees and managed bank’s merchant services program

Education

MBA -

University of Northern Iowa
01.2019

MSA -

West Chester University
01.2004

Bachelor of Science -

University of Northern Iowa
01.1989

High School Diploma -

Walnut Ridge Baptist Academy
01.1984

Skills

  • Financial analysis
  • Loan underwriting
  • Portfolio management
  • Risk assessment
  • Customer service
  • Business development

References

  • Cynthia Hutchison, Rochester Hills resident, (248) 760-0398
  • Gary Lorenz, Market President, Great Western Bank, (319) 429-4796
  • Melissa Schooley, Group President, Great Western Bank, (319) 471-4576
  • Josef Vich, formerly CEO/President of Community National Bank, (319) 240-5047
  • Eric Johnson, Attorney, Beecher Law Firm, Waterloo, (319) 234-1766
  • Marvin Rushing, Comerica Bank District Manager, (313) 702-4433

Civic Involvement

  • Waterloo Kiwanis – Past President
  • Mens Group leader for Westminster Presbyterian Church, Waterloo, IA
  • Cedar Valley Youth Soccer Association/High School referee
  • Former Waterloo City Council member - four-year term
  • Former Treasurer for UNI Panther Wrestling Club and Main Street Waterloo
  • Ruling elder, Men’s group leader-University Presbyterian Church, Rochester Hills, MI

Timeline

VP, Senior Bank Manager

Comerica Bank
01.2020 - Current

Business Banker II

Great Western Bank
01.2017 - 01.2020

Business Development Officer

Farmers State Bank
01.2016 - 01.2017

Vice-President

Community Bank & Trust f/k/a Community National Bank
01.2011 - 01.2015

MBA -

University of Northern Iowa

MSA -

West Chester University

Bachelor of Science -

University of Northern Iowa

High School Diploma -

Walnut Ridge Baptist Academy
Bruce J. Jacobs