Jason Herbert
Doylestown,PA
Summary
Sales and wealth management leader with experience in client escalations, banking operations, and territory management. Resolve complex client issues while coaching teams and strengthening service quality. Manage distributor relationships and drive growth across multi-state markets.
Overview
21
21
years of professional experience
Work History
Wealth Management Client Escalations Case Manager
Merrill Lynch
Pennington, New Jersey
11.2024 - Current
- Resolved service issues to improve client experience while adhering to Merrill Lynch service standards.
- Achieved timely case closures while ensuring compliance with quality standards.
- Managed client complaint queue, by resolving cases to enhance client satisfaction.
Wealth Management Banking Specialist
Merrill Lynch
10.2017 - 10.2024
- Achieved 132% of acquisition goals while ensuring high quality standards in usage and asset collection.
- Strengthened client relationships by providing tailored advice on checking, savings, and credit card options.
- Oversaw client experience initiatives to meet and exceed service levels established by Merrill Lynch.
Northeast Territory Manager
Great Divide Brewing Co.
02.2016 - 04.2017
- Managed distributor network across 9 states, established goals for annual business plans, and led business review meetings to drive performance.
- Handled project management duties, including inventory levels and new product launches.
- Negotiated purchasing contracts with 14 distributors quarterly to optimize supply chain outcomes.
- Resolved order issues and conflicts between management and our brand while fostering strong relationships.
- Obtained new business through draft and bottle placements at key accounts, maintained and increased business in existing key accounts.
East Coast Divisional Manager
California Cider Co.
09.2012 - 01.2016
- Grew ACE cider brand by 138% across NJ, PA, DE, MD, VA, WV, and DC.
- Oversaw distributor and brand operations for East Coast, handling all distributor RFI and PO requests.
- Trained and supported regional sales managers and distributor sales teams while managing a team of 12 salespeople and over 50 distributor team members.
- Managed projects including inventory levels, distributor networks, and new product launches.
Branch Manager/ Assistant Vice President
PNC Bank
10.2005 - 09.2012
- Managed team of 18 direct reports to optimize branch operations and foster employee development.
- Directed branch performance to achieve sales goals, enhance operational efficiency, and boost client engagement.
- Received company-wide recognition for delivering exceptional customer service and consistently exceeding performance targets.
- Donated 50+ hours a year to teach banking basics to under-privileged children.
Education
Bachelor of Arts - Musical Theater
University of Hartford
West Hartford, CT12-1999
Bachelor of Arts - Business Management
Southern New Hampshire University
Hooksett, NH10-2026
Skills
- Client complaint resolution
- Client management
- Client Advocacy
- Sales management
- Sales strategy
- Sales coaching
- Operational Efficiency
- CRM expertise
- MS Office proficiency
- Team leadership
- Contract negotiations
- Client relations
Accomplishments
- Winner of 5 annual top performer awards
- Highlighted by management for having zero client complaints for the last seven years
- Named to the first prestigious banking council for Wealth Management
- Peer mentor/trainer for newly hired bankers (12 over the last two years)
- Led teams to top 50 finishes in branch P+L from 2008-2012
- Received a 5-star rating from the Gallup organization in customer service over 16 quarters in a row.
- Expanded Northeast territory from 8 distributors with $40k annual revenue to 32 distributors with $1.1M annual revenue in 3 years.
Timeline
Wealth Management Client Escalations Case Manager
Merrill Lynch
11.2024 - Current
Wealth Management Banking Specialist
Merrill Lynch
10.2017 - 10.2024
Northeast Territory Manager
Great Divide Brewing Co.
02.2016 - 04.2017
East Coast Divisional Manager
California Cider Co.
09.2012 - 01.2016
Branch Manager/ Assistant Vice President
PNC Bank
10.2005 - 09.2012
Bachelor of Arts - Musical Theater
University of Hartford
Bachelor of Arts - Business Management
Southern New Hampshire University