Eric Jackson
Grand Rapids
Summary
Operational and banking management professional with over 5 years of experience driving branch performance, strengthening client relationships, and ensuring regulatory compliance. Proven success in improving operational efficiency, coaching teams, expanding business opportunities, and delivering high audit results. Strong communicator with experience in cross-functional collaboration, and leading initiatives in fast-paced environments.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Assistant Branch Leader
Flagstar Bank
Grandville
06.2024 - Current
- Reviewed weekly client listings in Salesforce to identify cross-selling opportunities, utilizing sales techniques to gain more deposit dollars, and rapport.
- Prospected local businesses to acquire new clients and grow the bank's presence in the market.
- Achieved the highest-in-market audit rating for operational strength through compliance adherence, and branch staff training.
- Managed team performance by providing training and ongoing support to staff.
- Oversaw daily cash management activities, ensuring accurate reporting and security protocols.
Relationship Manager
United Bank of Michigan
Rockford
08.2022 - 05.2024
- Identified new business opportunities through research and networking.
- Provided tailored financial solutions to strengthen client relationships.
- Maintained a strong knowledge of banking regulations to minimize risk.
- Collaborated with affiliate teams to improve client satisfaction.
- Developed strong client relationships through regular communication and personalized service.
- Facilitated business client onboarding processes, collaborating with multiple internal departments to ensure smooth experience for customers.
Float Relationship Banker
United Bank of Michigan
Grand Rapids
08.2020 - 08.2022
- Delivered high customer satisfaction by resolving concerns promptly.
- Adapted quickly to new branches to support smooth operations.
- Managed multiple responsibilities across multiple locations, communicating effectively with both branch staff and management to ensure the customer experience was seamless.
- Developed strong relationships with clients to enhance customer loyalty.
- Collaborated with team members to streamline service processes.
Education
Bachelor of Arts - Communication, Marketing
Saginaw Valley State University
Saginaw, MI12-2019
Skills
- Client relationship management
- Compliance adherence
- Financial analysis
- Cross-selling techniques
- Customer engagement
- Staff training
- Network building
- Team management
- Cash handling
- Project management
- Customer relationship development
- Operational management
- Salesforce
- Microsoft Office
- Fiserv
Certification
NMLS Certified #2385041
Affiliations
Grandville and Jenison Chamber of Commerce (2024- Present)
Timeline
Assistant Branch Leader
Flagstar Bank
06.2024 - Current
Relationship Manager
United Bank of Michigan
08.2022 - 05.2024
Float Relationship Banker
United Bank of Michigan
08.2020 - 08.2022
Bachelor of Arts - Communication, Marketing
Saginaw Valley State University