Jeffrey Lacy
Westerville,OH
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
43
43
years of professional experience
Work History
Relationship Banker
P N C Bank
12.2021 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Adapted products and services to suit customers' changing financial circumstances.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Managing Member
J M Lacy LLC
05.2018 - Current
- Created positive working environment where employees felt valued.
- Developed and maintained relationships with customers and suppliers through account development.
- Maximized performance by monitoring daily activities and mentoring team members.
- Managed and motivated employees to be productive and engaged in work.
- Controlled costs to keep business operating within budget and increase profits.
Pre Owned Manager
Roush Holdings
02.2011 - 08.2018
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Defined clear targets and objectives and communicated to other team members.
Pre Owned Manager
Lindsay Honda
02.2010 - 02.2011
- Maximized performance by monitoring daily activities and mentoring team members.
- Managed and motivated employees to be productive and engaged in work.
- Defined clear targets and objectives and communicated to other team members.
- Established team priorities, maintained schedules and monitored performance.
Pre Owned Manager
John Hinderer Honda
01.2008 - 02.2010
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Accomplished multiple tasks within established timeframes.
- Controlled costs to keep business operating within budget and increase profits.
Major Account Manager
Waste Management
01.2005 - 12.2007
- Worked with channel and alliance partners on joint marketing and sales opportunities.
- Monitored client satisfaction and prioritized issue resolution for superior customer experiences.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Built relationships with customers and community to establish long-term business growth.
Sales Manager
Dennis Auto Point
12.2000 - 12.2004
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Attended industry events and conventions to expain sales opportunities.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Finance Director
Roush Honda
12.1995 - 12.2000
- Assisted with recruiting, interviewing, and hiring new department employees.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
General Sales Manager
Mid Ohio Imports
03.1994 - 12.1995
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Developed and implemented comprehensive salesperson training program.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
Finance Manager
Geller Imports
02.1991 - 03.1994
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
General Sales Manager
Betten Auto Center
06.1989 - 02.1991
- Developed and implemented comprehensive salesperson training program.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Motivated team members to meet and exceed objectives by setting goals, tracking performance on daily basis and implementing improvement strategies.
Finance Manager
Banner Chevrolet
07.1981 - 05.1989
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Education
No Degree - Business Management
University of Akron
Akron, OHSkills
- Relationship building and management
- Customer financing
- Resourcefulness
- Persuasive communication style
- Communication Skills
- Problem-solving abilities
Timeline
Relationship Banker
P N C Bank
12.2021 - Current
Managing Member
J M Lacy LLC
05.2018 - Current
Pre Owned Manager
Roush Holdings
02.2011 - 08.2018
Pre Owned Manager
Lindsay Honda
02.2010 - 02.2011
Pre Owned Manager
John Hinderer Honda
01.2008 - 02.2010
Major Account Manager
Waste Management
01.2005 - 12.2007
Sales Manager
Dennis Auto Point
12.2000 - 12.2004
Finance Director
Roush Honda
12.1995 - 12.2000
General Sales Manager
Mid Ohio Imports
03.1994 - 12.1995
Finance Manager
Geller Imports
02.1991 - 03.1994
General Sales Manager
Betten Auto Center
06.1989 - 02.1991
Finance Manager
Banner Chevrolet
07.1981 - 05.1989
No Degree - Business Management
University of Akron