Jill Marie Meyers
Battle Creek,IA
Summary
Accomplished leader in the banking industry, recognized for customer and stakeholder engagement. Proven track record in managing financial processes and cultivating customer relationships to achieve organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
President/CEO
First Security Bank
Mapleton, Iowa
01.2023 - Current
- Lead strategic planning initiatives to enhance bank operations and services.
- Oversee financial reporting processes to maintain transparency and accuracy.
- Foster relationships with community stakeholders to promote bank initiatives.
- Analyze market trends to inform decision-making and drive growth strategies.
- Develop policies, procedures, and short-term and long-term goals for the organization.
- Collaborate with staff members to ensure operational efficiency of the organization.
- Represent the organization at community events and public forums to promote its mission.
- Oversee daily administrative tasks such as payroll processing, accounts payable and receivable management.
- Oversee budget management processes to ensure fiscal responsibility and sustainability.
- Analyze industry developments to inform decision-making and strategic direction.
- Develop and executed strategic business plan to attain assigned metrics.
- Manage personnel issues including recruitment, hiring, training, performance evaluation, and termination.
- Cultivate and maintain positive working relationships with employees, executives and other stakeholders.
- Organize and facilitate board meetings, strategic planning sessions, monthly ALCO meetings, and weekly loan committee meetings with senior loan officers.
- Resolve conflicts between staff members by listening attentively and providing constructive feedback.
- Research underlying issues, regulatory compliance status, and processes to resolve complex business issues, and recommend strategic corrective actions.
- Complete the quarterly Call Report, and all other necessary federal reporting, to stay in compliance.
- Negotiate contracts with vendors, suppliers and other charters.
- Manage relationships with key stakeholders, including investors, board members, and regulatory agencies.
- Ensure compliance with regulatory requirements and ethical standards.
- Direct charter-wide budgeting, financial planning, and analysis processes.Oversaw daily operations of multiple bank branches ensuring compliance with regulations.
- Develop and implemented strategic plans to improve customer service and satisfaction.
- Analyze financial reports to identify trends and inform decision-making processes.
- Facilitate regular team meetings to promote communication and align on branch goals.
- Monitor daily activities within the branch including cash flow management, teller transactions, account openings and closings.
- Ensure compliance with banking regulations and internal procedures.
- Manage the day-to-day operations of the charter including scheduling, staffing, budgeting.
- Establish relationships with corporate clients to identify potential business opportunities.
- Evaluate client financial information to determine loan eligibility and terms.
- Develop strong relationships with clients for repeat business and referrals.
- Review credit histories, income statements, and other financial information of loan applicants.
- Maximize company profitability with appropriate pricing of new loan originations, fee income and selling of products and services.
AVP/Cashier
First Security Bank
Mapleton, Iowa
09.2016 - 01.2023
Bank Branch Manager
Freedom Financial Bank
West Des Moines, IA
05.2008 - 08.2016
Education
MBA - Accounting
Northwest Missouri State University
Maryville, MO08-2026
Bachelor of Science - Finance
University of Northern Iowa
Cedar Falls05-2008
Skills
- Financial analysis
- Budget management
- Strategic planning
- Board member engagement
- Regulatory compliance
- Data interpretation
- Customer relationship management
- Staff management
- Talent recruitment
- Operations management
- Decision-making confidence
- Continuous learning commitment
- Ethical conduct adherence
- Team player
- MS office guru
- Excellent time management
- Proficient in 10-key
Affiliations
- Treasurer: Danbury Recreation Board
Certification
- Crop Insurance License
- Real Estate License (inactive status currently)
Accomplishments
- Who's Who of Women 2024
- West Des Moines Leadership graduate Class of 2011
- Iowa Bankers Association Member
Timeline
President/CEO
First Security Bank
01.2023 - Current
AVP/Cashier
First Security Bank
09.2016 - 01.2023
Bank Branch Manager
Freedom Financial Bank
05.2008 - 08.2016
MBA - Accounting
Northwest Missouri State University
Bachelor of Science - Finance
University of Northern Iowa