Jerross Jackson
Silver Spring,MD
Summary
Highly accomplished leader with comprehensive experience in managing and optimizing business operations, spearheading strategic initiatives, fostering proactive communication, and delivering superior results.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Federal Account Executive
U.S. Department of Health and Human Services
12.2021 - Current
- Collaborated and led a consortium of 275 federal government agencies to provide exclusive occupational health solutions for federal employees
- Drive identification and presentation of solutions for overcoming obstacles
- Played a pivotal role in shaping FY23 pricing strategies
- Oversee training of new Account Executives while strategically elevating overall customer experience
- Took proactive measures to report on assignment status, adapt plans, and address achievements and challenges.
Director of Finance
The Vision Community Foundation, Inc.
11.2008 - Current
- Implement security protocols for finance volunteers' safety during services and donation programs
- Restructure stewardship and finance department in line with GAAP
- Establish a Stewardship Committee fostering a culture of warm stewardship
- Lead all capital campaign initiatives with strategic planning, project management, and budget preparation.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Established and enforced controls on revenue and expenses to protect company assets.
- Generated financial and operational reports to assist management with business strategy.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Assisted with recruiting, interviewing and hiring new department employees.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Utilized financial software to prepare consolidated financial statements.
Team Lead-Research & Adjustments
Bank of America
05.2016 - 12.2021
- Led new hire training and development, ensuring daily operations adherence to procedures and regulatory requirements
- Championed review and recommendation of new methods for enhanced operational efficiency
- Supported other department managers, maintaining a consistent high rating in Operation Center Control Review (OCCR) scores
- Conducted internal reviews to assess process effectiveness, management practices, and associate compliance.
Operations Manager
Love Freely Community Outreach, LLC
02.2003 - 05.2019
- Secured funding and executed long-term strategies to enhance the year-round distribution of resources
- Trained and coordinated volunteers for outreach events and delivered regular, informative reports to senior leadership
- Performed extensive market research for underserved communities, facilitating the provisioning of essential goods and services
- Forged strategic alliances with local grocery stores, medical professionals, religious institutions, and clothing outlets to offer a comprehensive spectrum of support to the less fortunate.
- Increased profit by streamlining operations.
Team Lead-Preferred Credit Card
Bank of America
02.2015 - 04.2016
- Managed escalated inquiries, conducted in-depth research to resolve complex client issues, analyzed data, identified emerging trends, and offered valuable feedback and recommendations to site leadership
- Collaborated with staffing team to identify and hire top-tier candidates
- Executed regular service and quality meetings, and played a pivotal role in facilitating engaging new hire orientation classes
- Conducted comprehensive performance reviews to evaluate strengths and development areas.
Banking Center Manager
Bank of America
08.2005 - 08.2014
- Collaborated with regional management for strategic planning and associate development
- Led 15-20 associate teams to meet sales, operations, and customer satisfaction goals in financial centers with deposit revenues ranging from $15m-$250m
- Conducted market-wide sales and service meetings for over 250 associates
- Conducted consistent performance reviews and devised action plans for performance improvement
- Collaborated across business lines to enhance customer service procedures and boost retention.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Utilized financial software to prepare consolidated financial statements.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Created financial dashboards to provide insights into key performance indicators.
Banking Center Manager
Bank of America
08.2005 - 08.2014
- Led high-impact sales and service meetings for over 250 associates across the market
- Implemented performance improvement plans following consistent performance reviews, optimizing individual contributions
- Attained promotion to Assistant Vice President for exceptional performance
- Distinction in selection for a national company commercial promoting paperless deposits.
Assistant Banking Center Manager
Bank of America
01.2003 - 08.2005
- Surpassed service and operational goals within the banking center
- Collaborated with the banking center manager to institute a turnover-reduction program, resulting in a 25-point increase in customer satisfaction in the initial six months
- Played a pivotal role in the banking center's early achievement of performance goals for a new branch.
Team Lead / Retirement Investment Services
Bank of America
05.1998 - 12.2002
- Spearheaded the training and development of 50-65 new associates
- Assessed and sanctioned outgoing wire transfers pertaining to customer retirement accounts and certificates of deposit
- Significantly enhanced departmental productivity by introducing daily huddles to identify and address team challenges
- Conducted reviews and approvals for incoming and outgoing investments, wire transfers, rate adjustments, and account openings/closings.
Asst. Customer Service Manager
NationsBank
08.1990 - 12.2002
- Collaborated closely with Operation Managers and Region Executives to orchestrate the launch of the bank's inaugural call center, overseeing the recruitment, training, and development of a 375-member customer associate team
- Crafted and implemented an advanced call center script, resulting in a substantial uptick in productivity and heightened customer engagement
- Conducted quality assurance audits to maintain the highest service standards and ensured strict compliance with the Privacy Act among all associates.
Team Lead / Money Line Operations
Bank of America
12.2002 - 04.1998
- Oversaw monthly end reporting process to attorneys and the bank's legal team
- Organized monthly meetings to address outstanding documentation issues with attorneys' offices
- Collaborated with senior management to formulate an approval process for bulk loan requests
- Managed a specialized loan team responsible for booking UPS employee stock-secured lines of credit
- Conducted performance reviews and provided the manager with valuable associate recommendations.
Education
Bachelor of Science in Finance -
University of Phoenix
Skills
- Account Management
- Sales Forecasting
- Market Analysis
- Time Management
- Financial Analysis
- Financial Budgeting
Certification
- I certify that, to the best of my knowledge and belief, all of my statements are true, correct, complete, and made in good faith.
- Current date]
Accomplishments
- Recipient of exemplary performance awards for sales and service
- Leadership awards
- Top performing banking center award
Timeline
Federal Account Executive
U.S. Department of Health and Human Services
12.2021 - Current
Team Lead-Research & Adjustments
Bank of America
05.2016 - 12.2021
Team Lead-Preferred Credit Card
Bank of America
02.2015 - 04.2016
Director of Finance
The Vision Community Foundation, Inc.
11.2008 - Current
Banking Center Manager
Bank of America
08.2005 - 08.2014
Banking Center Manager
Bank of America
08.2005 - 08.2014
Operations Manager
Love Freely Community Outreach, LLC
02.2003 - 05.2019
Assistant Banking Center Manager
Bank of America
01.2003 - 08.2005
Team Lead / Money Line Operations
Bank of America
12.2002 - 04.1998
Team Lead / Retirement Investment Services
Bank of America
05.1998 - 12.2002
Asst. Customer Service Manager
NationsBank
08.1990 - 12.2002
Bachelor of Science in Finance -
University of Phoenix
- I certify that, to the best of my knowledge and belief, all of my statements are true, correct, complete, and made in good faith.
- Current date]
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