Jeff Bertz

Client Engagement Manager

Focused on optimizing banker engagement through innovation and marketing, including the following highlights:

• Developed our first real-time API solution driving a 400% increase in bankers reviewing and impacting credit card application decisions, while significantly decreasing call volumes into underwriters
• Implemented marketing solutions that increased banker credit card applications, enhanced sales for low-performing bankers, and optimized sales for new partners
• Created first incentive program for Relationship Specialists, resulting in 100% increase in direct mail program participation within one month

Training Department Manager

Directed a team of trainers to deliver training for nearly 1,400 financial institution partners, which included the following achievements:

• Created a new structure for our on-demand training leading to an increase in engagements from 40K per year to over 300K
• Designed and launched a new training registration functionality that saved 20% of an FTE by automating the administrative processes
• Launched a new on-demand channel providing clients the ability to integrate our training into their own LMS

Training Specialist

Educated employees at nearly 1,400 partner financial institutions on selling credit cards to their customers.

• Redesigned training content, increasing sales production by 148%
• Utilized technology to bring a creative and entertaining approach to our core training content generating increased levels of participation and retention

Operations Development Consultant

Liaison between corporate and the field to help facilitate change and drive sales results. Complete recurring gap analysis on 24 operating units to determine strengths, opportunities and training needs. Consult with all operating units to strategically plan activities designed to grow revenue.

• Collaborated with Dallas operating unit, doubling business in 2 months
• Worked with an office in California that resulted in their best year since 2001
• Consistently maintained a minimum of 91% profitability of my operating units, far exceeding results in other markets
• Developed and implemented operations marketing strategy that increased sales and secured sales meetings in every MN operating unit, later rolled out to additional markets

Talent Manager

Led full-cycle recruiting for temporary and direct hire employees, along with business-to-business sales and relationship building.

• Maintained a better than 90% successful placement rate for over 4 years
• Secured and grew business through strong relationship building and customer service skills
• Oversaw the four largest branch accounts, growing and maintaining them above market rates.