Jacob Kellogg
Summary
Hard-working professional with over 20 years of banking experience with a proven knowledge of branch operations, depository services, loan processing and coaching. Dedicated to leveraging my skills in a management role. Proficient in all facets of retail and business banking operations with a passion for growing a team that exceeds customer and branch expectations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Small Business Banker AVP/Branch Lead Designee
Wells Fargo Bank
San Diego
05.2022 - Current
- Supervised and supported daily operations for multiple branches as interim store manager, lead daily huddles, plan my day with bankers, and one on one's.
- Managed, retained and grew a portfolio of over business clients with an annual revenue up to 10 million, focusing on credit, deposits, payroll, merchant services, and treasury management.
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Collaborated with underwriting teams to expedite loan approval processes, ensuring timely access to funds for small business clients.
- Developed strategies to increase deposit growth by offering competitive products and services tailored to small business needs.
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
- Increased small business client satisfaction by providing tailored financial solutions and exceptional customer service.
- Maintained strict adherence to bank policies, procedures, and compliance standards, minimizing risk and potential for financial loss.
Personal Banker II, AVP.
Wells Fargo Bank
San Diego
01.2009 - 04.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Recognized as a top performer in sales and service over 30 times throughout career, Golden Spoke Winner.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Facilitation Experience
Wells Fargo Bank
San Diego
07.2017 - 01.2019
- Quarterly mentorship with seasonal facilitators to get hands-on experience with facilitation task, virtual and in person facilitation, roster management, and processing re-enrollments.
- Co facilitated in-person curriculum for new personal bankers levels 1 and 2 and small business bankers.
- Leveraged community banking experience and knowledge of resources to add value to complex curriculum; consumer and small business banking, home equity, personal loans, and customer service.
Store Manager AVP./ Assistant Manger
Wells Fargo Bank
San Diego
06.2006 - 12.2008
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Assisted with hiring, training and mentoring new staff members.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
- Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Education
Completed Coursework Towards B.S. - Finance
San Diego State University
06.2005
Skills
- Strong organizational skills in team development and managing plans of action
- Ability to work with diverse backgrounds, cultures, and professional and experience levels
- Capable to work independently and as a part of a dynamic team
- Proficient in Microsoft office applications
Certification
- NMLS ID, 461727
- Ca. Public Notary Commission, 2367892
Timeline
Small Business Banker AVP/Branch Lead Designee
Wells Fargo Bank
05.2022 - Current
Facilitation Experience
Wells Fargo Bank
07.2017 - 01.2019
Personal Banker II, AVP.
Wells Fargo Bank
01.2009 - 04.2022
Store Manager AVP./ Assistant Manger
Wells Fargo Bank
06.2006 - 12.2008
Completed Coursework Towards B.S. - Finance
San Diego State University