JOHN PAUL KAVIN
Germantown,TN
Summary
Relationship Manager with over seventeen years' experience in successful sales and process management through comprehensive product knowledge, effective leadership, and successful relationship building. Recognized for ability to manage a portfolio, lead a diverse staff, and grow and develop relationships to engage businesses with financial products and services. Supervised up to 7 direct reports with responsibilities in financial reporting, planning, forecasting, budgeting, and customer service. Led internal sales training seminars on product knowledge, sales call execution, compliance, and regulatory policies. Enjoy driving new improvements, developing staff, and exceeding goals.
Overview
16
16
years of professional experience
Work History
Relationship Manager
Southern Security Federal Credit Union
04.2024 - Current
- Maintain an excellent knowledge of financial products and services offered by the Credit Union.
- Develop and maintain knowledge of financial industry, economy, market conditions, rates, vendors and competition.
- Represent the Credit Union in various communities, civic, and community reinvestment functions to support the community, further enhance the Credit Unions image and develop additional business, assist the Credit Union in establishing and maintaining market position in the financing arena.
Business Development
Southern Security Federal Credit Union
10.2022 - Current
- Assist in the production of marketing collateral for specific products including advertisements, direct mailers, brochures, datasheets, trade journal articles, videos and promotional materials.
- Conducts marketing research in coordination with credit union personnel. Obtains market information on products ideas, trends and member needs.
Community Relations Manager
Southern Security Federal Credit Union
04.2022 - Current
- Responsible for providing excellent business development support through promoting Credit Union products and services to members and the public.
- Assists in the execution of well planned marketing events, promotions, advertising and distribution of literature.
Consumer Loan Manager
Southern Security Federal Credit Union
08.2020 - Current
- Use credit union policies, lending guidelines and procedures to manage pipeline, educate and lend various loan products.,
- Create positive member experiences as well as provide quality referrals to internal business partners.
Family Risk Manager
McGriff Insurance Services (formerly Regions Insurance Group)
04.2016 - 08.2020
- Insurance Producer in Training
- Personal Lines Insurance Broker - Assisted clients with risk mitigation through detailed analysis, counseling, and market placement
- Holistically approached client services to best meet clients' current and future goals with focus on long-term client retention and growth
- Reviewed and analyzed current policies to ensure accurate and adequate coverage and limits
- Chosen as overall winner in the company for final case study project in Producer in Training program.
Assistant Vice President, Commercial Banker, Business Development
BancorpSouth
05.2015 - 04.2016
- Focused on new business development and loan portfolio growth and management
- Executed credit analysis and underwriting for commercial loans under $2 million.
Branch Manager, Assistant Vice President
Bank of Bartlett
06.2012 - 05.2015
- Managed a loan and account portfolio of commercial and consumer customers in excess of $15 million
- Directed a team of 7 on daily tasks in customer service and sales strategies with a focus on career development, personal growth and achievement.
District Manager
Automatic Data Processing
11.2008 - 06.2012
Education
Bachelor of Science - Organizational Leadership
Union University
Germantown, TNAssociates Degree - Golf Course Operations
Lake City Community College
Lake City, FLSkills
- Business Development
- Relationship Management
- Complex Negotiations
- Credit and Financial Analysis
- Banking and Insurance
- Client Education and Product Knowledge
Timeline
Relationship Manager
Southern Security Federal Credit Union
04.2024 - Current
Business Development
Southern Security Federal Credit Union
10.2022 - Current
Community Relations Manager
Southern Security Federal Credit Union
04.2022 - Current
Consumer Loan Manager
Southern Security Federal Credit Union
08.2020 - Current
Family Risk Manager
McGriff Insurance Services (formerly Regions Insurance Group)
04.2016 - 08.2020
Assistant Vice President, Commercial Banker, Business Development
BancorpSouth
05.2015 - 04.2016
Branch Manager, Assistant Vice President
Bank of Bartlett
06.2012 - 05.2015
District Manager
Automatic Data Processing
11.2008 - 06.2012
Bachelor of Science - Organizational Leadership
Union University
Associates Degree - Golf Course Operations
Lake City Community College
Similar Profiles
Andrea S. Bridges NadalAndrea S. Bridges Nadal
Member & Loan Services Representative at Southern Federal Credit UnionMember & Loan Services Representative at Southern Federal Credit Union
Jennifer CordovaJennifer Cordova
Senior Mortgage Loan Closer at Security Service Federal Credit UnionSenior Mortgage Loan Closer at Security Service Federal Credit Union
Jason Valdez, LUTCF, FSCPJason Valdez, LUTCF, FSCP
Assistant Vice President Commercial Insurance at Security Service Federal Credit UnionAssistant Vice President Commercial Insurance at Security Service Federal Credit Union