Summary
Overview
Work History
Education
Skills
Timeline
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Jason P. Slotta

Warren,RI

Summary

Experienced thought leader and influencer with an expertise in management and finance, learning and development, human resources, diversity, equity, inclusion and change management that can transfer knowledge across various industries to make an impact. As a Senior Leader, Managed teams in multiple functions including Training Delivery, Sales and Operations with expertise in Coaching and Talent Development and generating team results. Highly skilled facilitator with multiple industry certifications. Specialize in learning technologies governance, implementation, reporting/analytics and architecture. Communicate effectively and experienced in collaborating with both internal and external partners, including Executive Management. Establishes and maintains a strong rapport and creditability with business partners and diverse groups ranging from senior management to entry level staff. Solutions oriented with proven bottom line results. Outstanding leadership skills with demonstrated thought leadership on “Creating a Culture of Inclusiveness."

Overview

30
30
years of professional experience

Work History

Financial Center Manager / DEI Council Leader

Bank RI
08.2021 - Current
  • Manages financial center of 12 employees; building consumer and business relationships driving revenue. Networks in community, works with center of influences, and community boards to promote company growth
  • Built talented, highly engaged team to drive customer experience through consistent training and implementing comprehensive and diverse learning strategies
  • Facilitates coaching with employees to create deep understanding of current and future business needs allowing team to deliver solutions and advice to improve client’s financial well being and achieve desired results.
  • Educates client’s on financial responsibility
  • Talent Acquisition – Screens, interviews candidates and onboards new hires along with coordinating learning and development programs and e-learning modules
  • Works closely with Executive team to foster learning and development as well as detailed training programs for employee growth
  • Council leader for DEI; Council commits to encourage participation, develop, support, and provide guidance for DEI initiatives
  • Council identifies and executes diversity, equity and inclusion programs, activities, and opportunities in alignment with Impact Five (Culture, Talent, Community, Customer, and Service)
  • Create and distributes unified communication; obtains, and maintains applicable data, to monitor progress of DEI goals
  • Council works closely with Executive leadership and HR Business partners to promote and foster growth programs for employees

Financial Center Manager, Equity & Inclusion Team Lead

PNC Bank
07.2016 - 08.2021
  • Learning and Development facilitator
  • Lead financial center with team of 10 employees; responsible for generating business activities outside of branch to drive business production
  • Responsible for Profit/Loss and balance sheet growth of 200M for financial center
  • Responsible for managing all existing business relationships
  • Focus on client satisfaction and building relationships offering alternative solutions to meet needs of business
  • Weekly coaching to drive results and proactively engage clients
  • Involved in onboarding, scheduling, program development advisement and continuing education utilizing blended learning approach for employees to include in class training, e-learnings, and quarterly workshops
  • Conducted Situational Leadership and training workshop at FL Market level annual conference for all Executive and regional level management with focus on talent acquisition, career growth, and retention
  • Established solid partnerships with HR business partners and worked closely to support and foster growth in talent building encompassing both employee business resource groups and Diversity, Equity and inclusion across all line of business
  • Served as lead champion and influencer for diversity and inclusion practices across organization, including using effective change management practices
  • Collaborates with Talent Acquisition, Talent Development, and HR Business Partners regarding employee business resource groups to seek opportunities to identify, promote and develop diverse talent

Financial Center Manager/ Learn & Dev Facilitator

SunTrust Bank
03.2005 - 07.2016
  • Successfully managed financial center housing 200M on deposit, 35M in outstanding loans; lead team of 9 employees
  • Focused on developing highly engaged team to deliver customer experience through consistent training and ensure that employees have skills and knowledge needed to drive business
  • Conducted learning workshops region wide to aid employees to create deep understanding of current and future business needs allowing team to deliver solutions and advice to improve client’s financial well-being and achieve desired results
  • Educates client’s on financial responsibility
  • Talent Acquisition – Screens, interviews candidates and onboards new hires along with coordinating learning and development programs and e-learning modules
  • Involved in onboarding, scheduling, program development advisement and continuing education utilizing blended learning approach for employees to include in class training, e-learnings, and quarterly workshops
  • Built strong working relationships with financial center partners and solid trusting relationships with clients by listening, recommending, and advising from managing daily finances to retirement planning and investing
  • Sold Annuities with Insurance companies

Education Instructor/Finance & Resource Manager

Active Duty Air Force
01.1994 - 02.2005
  • Facilitated 5-week instructor lead training course 7 times annually at the Leadership School
  • Supervised, trained, counseled, and evaluated 250 military students annually
  • Taught leadership, management, teamwork, and communication skills
  • Instructed 40-hour training module on Situational Leadership; developed by Ken Blanchard and Paul Hersey in 1969
  • Developed Curriculum, e-learning modules, and PowerPoint slides for 48 lessons as well as updating and implementing immediate changes
  • Facilitated open forum discussions and workshops daily focusing on positive influences and learning from negative experiences
  • Provided individualized attention after hours to those students needing additional instruction
  • Planned, directed, and organized sales; managed annual operating budget of 25M; tracked all assets purchased utilizing Microsoft Access and Excel programs; Assisted in funds requirement forecasts

Education

B.S - Management, Finance

Park University

A.A - Leadership & Instruction

Community College of The Air Force

Skills

  • Excels in developing winning teams
  • Strong drive for results
  • Builds strong partner relationships
  • Strong business acumen
  • Strategic planning
  • Excellent in effective time management
  • Excellent work ethic
  • Detail-oriented
  • Complex problem solver
  • Excellent communication skills
  • Talent Management
  • Human Resources Knowledge

Timeline

Financial Center Manager / DEI Council Leader

Bank RI
08.2021 - Current

Financial Center Manager, Equity & Inclusion Team Lead

PNC Bank
07.2016 - 08.2021

Financial Center Manager/ Learn & Dev Facilitator

SunTrust Bank
03.2005 - 07.2016

Education Instructor/Finance & Resource Manager

Active Duty Air Force
01.1994 - 02.2005

B.S - Management, Finance

Park University

A.A - Leadership & Instruction

Community College of The Air Force

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Jason P. Slotta