Jammie Williams
Louisville,KY
Summary
A Seasoned Licensed Sales Branch Manager with extensive experience in profiling and assessing clients financial needs with a solid understanding of a diverse range of business management applications, including sales and marketing, team building, and quality assurance. Demonstrated ability to select, train and retain self-motivated, customer-oriented employees. Increases branch revenue growth through the development of investment sales, branch deposits, assets, fee-based services, and the development and retention of new and existing customer base. Provides the public with a team of employee's that are able to service customer’s holistic financial needs directly or indirectly in a polite, friendly, knowledgeable, and professional manner.
Overview
25
25
years of professional experience
Work History
Community Reinvestment Act Mortgage Loan Officer, Business Development Manager II
Republic Bank
01.2015 - Current
- Manage 25 Million in client assets, anticipate client needs, and provide outstanding customer service to high net worth to low to moderate net worth in all aspects of relationship management.
- Ensure clients are protected by offering appropriate mortgage packages completely within federal and state guidelines.
- Highest in bringing in new client relationships to the Retail Banking side of Republic Bank in checking and savings accounts.
- Managed and opened first Republic Bank Foundation YMCA.
Branch Manager
Class Act Federal Credit Union
Louisville, KY
01.2012 - 01.2015
- Successfully opened Startup Branch in Mature Market.
- Hired, coached and cultivated a positive sales team environment in a New Dialog Pod Based Branch.
- Consistently exceeded profit, deposit, and loan sales goals set by Executive Management and Board Of Directors.
- Business development with local Educational Institutions, University of Louisville Alumni, Jefferson County Board Of Education, and Local Business Chambers of Commerce.
- Utilized Consultative sales approach to uncover member’s needs/goals and develop solutions with benefits to cultivate strong relationships with members.
Relationship Manager, Licensed Personal Banker (LPBI), Certified Preferred Banker
Fifth Third Bank
Louisville, KY
01.2010 - 01.2012
- Lead the sales function for the financial center, setting the example and tone for a strong sales environment.
- Consistently meets and/or exceeds profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products.
- Trained Southwest, East, and Bank Mart Region sales managers with Consultative Sales Process in Board Room setting and individually as Interim Financial Center Manager in individual financial centers.
- Develops and maintains close relationships with assigned business partners, such as Investment Executives, Mortgage Loan Officers, and Business Banking Officers, to ensure that established goals for each line of business are met.
- Top Licensed Manager in all of Fifth Third Bancorp 2010.
- Presidents Circle Achievement 2010, 2011, and 2012.
- Top Licensed Manager 2010, 2011, and 2012.
- Led branch in South West Kentucky Market by exceeding investment revenue goal in 2010, 2011, and 2012.
Licensed Personal Banker
JPMorgan Chase
Louisville, KY
01.2007 - 01.2010
- Profile, acquire, and deepen relationships with new customers; also retain and deepen the relationships with existing customers while identifying and anticipating their needs for re-engaging retirement.
- Strong probing, communication, analytical, problem solving and decision making skills to effectively uncover and resolve complex customer issues.
- Network for referrals and approaching customers face to face in the branch lobby to gain or solidify their business.
- Leading Banker at the Indian Trail Branch as of August 2009 date of transfer.
- 100% in Personal Banker effectiveness and #2 in the district in cross sell ratio.
- Number one Banker in Shively Branch out of four Personal Bankers August 2007 to August 2009 accomplished through convenience products and investments.
- Identified cross sale opportunities from bank products to investment sales.
- Knowledge of branch operations, regulatory compliance, and bank policy & procedure.
- Demonstrates leadership proficiency in sales, service, and operations.
Mortgage Banker
First Commonwealth Mortgage
Louisville, KY
01.2005 - 01.2006
- Advised on various mortgage options Sub-Prime and Conventional.
- Several Top Recognition Awards for goal achievements.
- Facilitated loan process from loan application to loan funding.
- Managed self-generated and company provided leads.
- Processed loans with multiple software programs.
General Manager
Beyond Fitness/Gold’s Gym
Louisville, KY
01.2004 - 01.2005
- Built strong customer base by providing the right program for each client personally.
- Top sales manager in Kentucky market.
- Motivated and encouraged staff daily while achieving daily goals.
- Recruited and trained all personnel for training and sales duties.
Sports Director
Yakota Air Force Base
Japan
01.2003 - 01.2004
- Directed Public Relations between Military Installations.
- Created guides and reports on the progress of youth physical fitness and sports volunteers for each military Service.
- Processed operational orders from stateside to international institutional guidelines.
Pneudraulic Specialist
United States Air Force
, USA
01.2000 - 01.2003
- NCO/ALS training and education included leadership and management.
- Sergeant to Airman who instructed and led them in all technical orders.
- Taught and performed preventative maintenance inspections on pneudraulic systems.
- Ability to interpret instructions, specifications, and schematics.
- Troubleshoot for and isolated malfunctions in hydraulic and pneumatic systems.
Education
Bachelor of Science -
Sullivan University
Louisville, KYSkills
- Consultative sales
- Financial analysis
- Client relationship management
- Branch operations
- Team leadership
- Cross-selling strategies
- Networking skills
- Residential mortgage lending regulations
- NMLS registration
- Licensed mortgage loan originator
- Sales development
- Real estate knowledge
- Financial advisory
- Excellent communication
- Computer literacy
- Financial history analysis
- Economic awareness
- Professionalism
- Microsoft office
- Portfolio management
- Relationship management
- Market research
References
Available upon request.
Professional Licensing
- Series 6, Financial Industrial Regulatory Authority (FINRA), Fifth Third Bank
- Series 63, Financial Industrial Regulatory Authority (FINRA), Fifth Third Bank
- Life Insurance, Financial Industrial Regulatory Authority (FINRA), Fifth Third Bank
- Long Term Care, Financial Industrial Regulatory Authority (FINRA), Fifth Third Bank
- NCO Certification, Non Commission Officer School Airmen Leadership (USAF), AIR Force
- Service Medal Of Honor, (USAF), AIR Force
Timeline
Community Reinvestment Act Mortgage Loan Officer, Business Development Manager II
Republic Bank
01.2015 - Current
Branch Manager
Class Act Federal Credit Union
01.2012 - 01.2015
Relationship Manager, Licensed Personal Banker (LPBI), Certified Preferred Banker
Fifth Third Bank
01.2010 - 01.2012
Licensed Personal Banker
JPMorgan Chase
01.2007 - 01.2010
Mortgage Banker
First Commonwealth Mortgage
01.2005 - 01.2006
General Manager
Beyond Fitness/Gold’s Gym
01.2004 - 01.2005
Sports Director
Yakota Air Force Base
01.2003 - 01.2004
Pneudraulic Specialist
United States Air Force
01.2000 - 01.2003
Bachelor of Science -
Sullivan University