Accomplished Sales & Lending Learning Specialist with over 10 years of experience in the banking sector. Skilled in designing and delivering impactful learning experiences to promote customer centric, ethical, sales practices that drive revenue growth, improve customer satisfaction, and ensure compliance with regulatory standards. Proven ability to develop strong collaborative cross-departmental relationships. Committed to fostering a culture of continuous improvement, passionate devotion to mission, vision, core values, and professional development within the organization.
Hi, I’m
Jennifer Ling
Sales & Lending Learning Specialist
Salem,OH
Summary
Overview
18
years of professional experience
1
Certification
Work History
Premier Bank
Sales & Lending Learning Specialist
01.2022 - Current
Job overview
- Implemented innovative teaching techniques to keep participants engaged and motivated throughout the learning process.
- Addressed individual learning needs by creating targeted resources and support materials for various skill levels within the organization.
- Coordinated successful cross-functional workshops that bridged gaps between departments and fostered stronger relationships among colleagues.
- Empowered employees through comprehensive product knowledge training sessions that resulted in increased confidence when presenting to clients.
- Facilitated role-playing exercises and simulations to provide hands-on experience in real-world sales scenarios, improving success rates.
- Enhanced customer satisfaction ratings by delivering customer-centric sales approaches and techniques to the sales team.
- Continuously improved training materials by gathering feedback from employees and incorporating suggestions for a more engaging learning experience.
- Collaborated with management to identify key performance indicators, aligning training goals with organizational objectives.
- Conducted regular refresher courses for seasoned employees to maintain high standards of professionalism and product knowledge.
- Delivered engaging presentations on advanced sales strategies and tactics, increasing overall team knowledge and expertise.
- Established open lines of communication between trainers and management teams to promote ongoing collaboration in addressing business needs.
- Developed custom corporate sales training programs for specific industries and markets, resulting in improved sales outcomes.
- Designed and implemented sales training program and documentation.
Premier Bank
Relationship Banker II
01.2022 - 12.2022
Job overview
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote compliance
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Natural Solutions Holistic Beauty Body & Bath, LTD
Front Desk Coordinator/Training and Development Manager
07.2020 - 01.2022
Job overview
- Implementation of systems for sales and performance tracking.
- Coaching team to reach desired educational and sales goals.
- Developing and implementing marketing campaigns.
Huntington National Bank
Branch Manager, AVP
10.2017 - 07.2020
Job overview
- Managing portfolio of high value consumer and business customers.
- Managing the overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures.
- Demonstrating acumen in banking, investments, consumer lending, business banking, business lending, sales, sales leadership, customer service, process management, coaching, colleague development, communication and presentation.
Huntington National Bank
Branch Relationship Banker
06.2015 - 10.2017
Job overview
- Proactively identifying opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
- Adhering to all operational, security, risk and regulatory policies and procedures.
- Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.
Huntington National Bank
Teller
07.2013 - 06.2015
Job overview
- Processing customer transactions accurately and efficiently while balancing daily.
- Adhering to all operational, security, risk and regulatory policies and procedures.
Primary Aim, LLC
General Manager
11.2006 - 07.2013
Job overview
- Training, monitoring, and reinforcing food safety procedures
- Working with the leadership team to meet and exceed sales goals.
- Managing food and labor costs
- Managing crew member employees in a manner that maximizes crew retention. Maintaining the highest retention rate in the company for 2 consecutive years.
Education
Mount Union CollegeAlliance, OH
from English, AYA Education, Communications
University Overview
Skills
- Trusted Advisor Sales strategy
- Curriculum development
- Regulatory Compliance
- Consumer & Small Business Lending
- Coaching & Mentoring
- Relationship Building
- Strong verbal & written communication skills
- Ability to lead and motivate teams
- Flexibility & Adaptability
- Developing & implementing strategic initiatives
Certification
- Bob Pike - Train the Trainer Bootcamp - 2023
References
References
Jodi Kruse/SVP, Director of Learning & Development/Premier Bank / (517) 260-5558
Heather Brown/VP, Consumer Sales & Service Leader/ (419) 467-4350
Jennifer Reed/Owner/CEO/Natural Solutions Holistic Beauty, Body, & Bath, LTD / (330) 831-5512
Rosella Baker/AVP, Branch Manager/Huntington National Bank/ (330)853-3730
Accomplishments
Accomplishments
- Collaborated with a cross-departmental Committee of 3 in the development of Trusted Advisor Pathway Evolution - Desk Version in 2023. This included the creation of a Client Engagement Tool to be used by all Retail Sales Associates and a company wide rollout to over 200 employees to be trained in person over a 3 month period.
- Created a two-day in-person Trusted Advisor Pathway - Desk curriculum which uses the Tell, Show, Do and CORE training methods to take a deep dive into each step of the Trusted Advisor Pathway Sales process using a newly developed Client Engagement Tool. This curriculum included the casting, scripting & editing of detailed instructional videos for each step in the process and the organization and collaboration with other L&D team members for filming.
- Collaborated with a team of 3 to create the company objection and concern resolution model and roll it out to the retail team.
- Collaborated with Marketing and L&D Admin to create a resource page specifically geared toward the training and coaching of the Trusted Advisor Pathway for all Retail employees.
- Collaborated with Consumer Sales and Service Leader to create a one day in person coaching class specifically designed around the coaching of the new TAP process and rolled this out to over 120 leaders and coaches company wide.
- Developed the Consumer Lending Workshop Curriculum including a Pre-Work Workbook, Two day in person workshop, 1 day job shadow with the Consumer Lending Team, 60-day follow up call, Resource Web page, and collaborate with the Director of Consumer Lending and our Compliance Officers to provide monthly continuing education with an average of 140 participants.
- Updated and refined The Coaching Model for the bank and rolled out a one day in person Managing Retail Sales class around branch leadership expectations and developing strong coaching skills in our Retail Leaders.
- Collaborated with Retail Leadership to identify skill gaps amongst our frontline team members and retail sales associates and then developed Retail Quarterly Skill Builds which are held quarterly in 6 locations simultaneously in conjunction with District Sales meetings to maintain focus and forward momentum toward the development of skilled Trusted Advisors.
- Collaborated with Market President to fill an immediate need to create Commerical Lending SWAP loan training which was rolled out within a month to over 100 participants.
- Collaborated with the Director of Small Business Banking, VP Commercial Operations Manager and Business Banking Underwriting Officer to create a a new curriculum - Small Business Lending Fundamentals for all Branch Managers as well as Relationship Bankers on a career path to become BMs. This two day in person class teaches prospecting, pre-call planning, conducting Small Business needs discovery conversations, recommending solutions, understanding business financials and loan process workflow as well as practical application of these skills. This class was rolled out to the entire branch leadership team and immediately resulted in a 27.4% increase in production YOY.
- Served as part the Employer of Choice committee for two years. During that time, participated in several company initiatives which included the Internal Kindness Campaign, the Wellness Committee, Premier Pointers, and Internal Communications committees. Twp significant results were the increase in our bereavement leave time and the Reindeer 5k tradition at Premier Bank.
Availability
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Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteImportant To Me
Work-life balanceCompany CultureWork from home optionPaid time offFlexible work hoursTimeline
Sales & Lending Learning Specialist
Premier Bank
01.2022 - Current
Relationship Banker II
Premier Bank
01.2022 - 12.2022
Front Desk Coordinator/Training and Development Manager
Natural Solutions Holistic Beauty Body & Bath, LTD
07.2020 - 01.2022
Branch Manager, AVP
Huntington National Bank
10.2017 - 07.2020
Branch Relationship Banker
Huntington National Bank
06.2015 - 10.2017
Teller
Huntington National Bank
07.2013 - 06.2015
General Manager
Primary Aim, LLC
11.2006 - 07.2013
Mount Union College
from English, AYA Education, Communications