JACK B ELLIS III
Fort Walton Beach,FL
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
Overview
14
14
years of professional experience
Work History
Regional Banking Branch Manager / Brokerage Associate
WELLS FARGO BANK
01.2010 - Current
- Oversaw the hiring, initial training, and continues development of 10 associates composed of Bankers, Tellers, and a Branch Operations Manager
- Responsible for the consistent year over year growth of the branch in deposits, positive Customer Expierience trends (Surveys), lending that includes all consumer as well as business, and incorporating our Partners on a more regular basis
- Lead and develop my team to prosperity by teaching them the skills needed to properly assist our clients with their short- and long-term financial success while staying compliant
- Through positive leadership and hard work, I have built and sustained one of if not the busiest Bank Branches in Fort Walton Beach, FL
- Forged strong relationships with Associates, Consumer, and Business clients allowing me to uncover a prosperous path forward for all involved
- This includes working with Licensed Brokerage associates and a variety of business Partners
- Consistent leader in positive Customer Experience (CE) records highlight my strong ability to communicate in an informative, knowledgeable, and helpful manner
- Recipient of the Quarterly Champion Award 14 of 21 consecutive quarters
- Orchestrate compliance and procedure reviews to ensure proper preparedness of the branch and all associates for audits
- Have been a Project Lead on many changes introduced over the last 12 years in banking, its regulations, and its realignment with the new realities of this time.
Education
Associate of Arts - Aeronautical Engineering And Computer Science
Homestead Air Force Base
Homestead FLSkills
- Interviewing and Hiring
- Account Review
- Bank security expert
- Relationship building and management
- Business development expertise
- Business Development
- Reporting familiarity
- Sales Development
- Coaching and Mentoring
- Employee Development
- Relationship Building
- Operational Reports
- Branch Operations Management
- Performance Reviews
- Sales professional
- Verbal/written communication
- Federal Regulations
- Client Relationship Management
- Security and Safety Protocols
- Team Supervision
- Regulatory Compliance
- Staff Development
- Financial Advising
- Attention to Detail
- Public Speaking
- Conflict Resolution
- Staff Supervision
- Client acquisition
- Training and Development
- Banking
- Goals and performance
Education And Certification
- Series 6 Securities License 2014
- Series 63 Securities license 2014
- Series 65 Securities license 2014
- Life Insurance for the state of Indiana and Florida 2014/2015
- NMSLR Certified # 766315 SAFE Certified 2010
- Notary for the State of Florida- Commission # 953654 2015 Medallion Stamp Certified 2015
- Florida Memorial College 1990-1992
- Homestead Air Force Base Aeronautical Engineering and Computer Programming Coursework Two-Year Advanced Placement Program
Professional References
Available upon request.
Qualifications Summary
Entrepreneurial Regional Banking Branch Manager/Brokerage Associate with 12 years' experience in multiple banking roles nationwide within Wells Fargo. Specialized in complex financial problemsolving with proven adaptability to differing cultural and business environments across the financial spectrum. Self-motivated and efficient ability to easily maintain and grow my Branch's book of business while still offering extensive personal attention to all associates, their clients, and their evolving financial needs. Possess strong commitment to team environment dynamics with the ability to contribute expertise and guidance to professional growth, ensuring exemplary service for each client and overall success for my branch.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Regional Banking Branch Manager / Brokerage Associate
WELLS FARGO BANK
01.2010 - Current
Associate of Arts - Aeronautical Engineering And Computer Science
Homestead Air Force Base
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