JO D LEDERMAN

The Academy for Small Business – Small Business Academy Manager

• Managed new-to-role and in-role remote training for field sales roles. Developed, delivered and evaluated curriculum focused preparing bankers for new roles. Trained and coached 250 – 300 bankers annually through an eight-week skill building session. Including Salesforce*, Touchpoint*, SPIN*, Sales- process, Contact Strategies, Prospecting, Credit, Financial Statement Analysis, Cash Flow, Products and Services.
• Developed, implemented and evaluated success of training programs.
• Followed bankers performance and continued coaching once in the field.
• Selected to build and facilitate programs in other lines of businesses ie, Merchant Services, Practice Solutions, Commercial Lending.

• Chosen to be a leader in the grassroots establishment of Small Business line of business in NYC and Metro Area. Responsible for hiring, training, developing and managing a success focused sales team. Established a presence in our communities providing financial education, access to capital and tools to manage cash flow for Small Business Owners.
• Oversaw hiring processes to ensure the recruitment of talented professionals capable of contributing to company success.
• Provided exceptional leadership by managing a team of employees dedicated to delivering outstanding customer experiences and driving business growth objectives effectively.
• Developed top performing teams by implementing key performance indicators to monitor progress towards business objectives and drive accountability. Bankers in top 10% year over year.
• Fostered a company culture focused on continuous improvement through regular performance evaluations, feedback sessions, and collaborative problem-solving exercises among team members.
• Developed and implemented strategic business plans to enhance operational efficiency.

• Created a business dedicated to providing Small Business Owners with resources to start, sustain or grow the business. Some of the offerings included writing business plans, WOB certifications, introduced non-traditional lending partners (SBA, SBDC, CDFI), project management and employee skill building.
• Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
• Established and maintained strong relationships with customers, vendors and strategic partners.
• Provided project management for Financial Institutions and contract training company. Deliverables included trainer selection, management throughout the project, curriculum development, monitoring TTT onsite and in classroom facilitation. Clients included Regions Bank, US Bank, TD Bank, Capital One, PNC Bank, Well Fargo Mortgage.
• Managed 50 - 200 contract trainers over 5 - 7 projects annually.
• Training included Leadership, Sales, Commercial Credit, Software and Technology training.