Jacquelyn Malone
Montville,USA
Summary
Dynamic financial leader with extensive experience at Huntington Bank, excelling in business development and client engagement. Proven track record in enhancing performance metrics and fostering strategic partnerships. Adept at financial analysis and effective communication, driving growth and optimizing cash flow management for diverse clientele.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Vice President, Relationship Manager III
Huntington Bank
01.2017 - Current
- Company Overview: Northeast Region, Geauga & Ashtabula County
- Accountable for new to bank clients and expanding existing portfolio to achieve performance goals.
- Collaborated with internal partners to deepen relationships.
- Advised prospects and clients on cash flow management to optimize financial operations.
- Utilized SBA lending expertise to navigate complex acquisitions and other SBA transactions.
- Established new partnership opportunities through strategic engagement with branch offices.
- Led branch team meetings and one-on-one coaching sessions to continuously improve performance.
Vice President, Business Banking Relationship Manager
FirstMerit Bank
08.2007 - 01.2017
- Company Overview: Northeast Region, Geauga County
- Sourced new business relationships and maintained existing portfolio.
- Collaborated with five branches to identify new opportunities.
- Built relationships with customers by providing personalized service and advice based on their individual needs and goals.
- Developed and implemented strategies to increase customer base and revenue.
Officer, Branch Manager
FirstMerit Bank
Middlefield, Ohio
07.2005 - 08.2007
- Led business development initiatives to drive growth and enhance customer service.
- Directed and trained a team of six service representatives.
- Enhanced client engagement through cross-selling of financial products.
- 2006 was ranked 3rd in Top Branch Managers and 9th in Dollars of Annuity Sales
Personal Banker
National City Bank
Newbury, Ohio
07.2002 - 07.2005
- Performed branch balancing duties with accuracy.
- Handled account setups, supervised loan procedures, and promoted various investment opportunities.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Education
Bachelor of Business Administration - Finance
John Carroll University
University Heights, Ohio01.2003
Skills
- Financial analysis
- Customer relationship management
- Performance metrics assessment
- Business development
- Client engagement
- Effective communication
- Brand development
- Employee engagement
References
Available upon request
Accomplishments
- 2018 OCR Partner Award
- 2020 and 2022 Directors Club
- 2020 Service Heart Award
- Multiple Private Bank Top Partner Awards
Certification
- Currently Enrolled in Huntington's Accelerate Class of 2025 for Top Performers
References
References available upon request.
Timeline
Vice President, Relationship Manager III
Huntington Bank
01.2017 - Current
Vice President, Business Banking Relationship Manager
FirstMerit Bank
08.2007 - 01.2017
Officer, Branch Manager
FirstMerit Bank
07.2005 - 08.2007
Personal Banker
National City Bank
07.2002 - 07.2005
Bachelor of Business Administration - Finance
John Carroll University
Similar Profiles
Crystal CarsonCrystal Carson
Dispute Research Specialist at Huntington BankDispute Research Specialist at Huntington Bank
Daniel LichtenfelsDaniel Lichtenfels
Senior Credit Analyst at Huntington BankSenior Credit Analyst at Huntington Bank
Amanda AndersonAmanda Anderson
Sales Architect B2C Payments VP at Huntington BankSales Architect B2C Payments VP at Huntington Bank
Xintong LiXintong Li
Sales Assistant at JiaherbSales Assistant at Jiaherb
Aaron G DelgadoAaron G Delgado
Apprentice Electrician at Lavenburg Electrical ContractorsApprentice Electrician at Lavenburg Electrical Contractors