Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Julia Kay Jones

Indianapolis,IN

Summary

Achievements include improving sales, profit and service metrics through hands-on and proactive leadership of team members and strategic plans. Motivational and hardworking manager with expertise in service processes and marketing campaigns. Forward-thinking business banking professional well-versed in the needs of Small Business companies. Knowledgeable about banking practices, regulatory standards and available products and services. Good relationship-building, communication and program management abilities.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Business Development Manager

BelFlex Staffing Network
01.2023 - Current
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Generated new business with marketing initiatives and strategic plans.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
  • Built relationships with customers and community to establish long-term business growth.
  • Managed accounts to retain existing relationships and grow share of business.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Selling Branch Manager/Business Development Manager

Elwood Staffing
12.2018 - 04.2022
  • Resolved customer complaints to maintain high level of satisfaction.
  • Managed branch sales, customer service, finances and recordkeeping.
  • Worked directly with customers and associates to handle internal and external complaints and objections.
  • Interviewed, hired and developed team of 7.
  • Set pricing strategy and discount rates.
  • Analyzed financial statements to identify cost control initiatives.
  • Coordinated calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists.
  • Maintained involvement in community affairs to foster and promote favorable bank image and public trust.
  • Built relationships with customers and community to establish long-term business growth.

Branch Manager

First Financial Center Credit Union
02.2017 - 04.2018
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Examined customer loan applications for loan approvals and denials.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Consulted customers to boost product sales and services.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Complied with established internal controls and policies.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Developed strategic plans for day-to-day financial operations.

Education

Bachelor of Science - Business Administration And Management

Indiana Institute of Technology
Fort Wayne
05.2002

Skills

  • Business Development
  • Decision-Making
  • Relationship Building
  • Project Management
  • Stakeholder Communication
  • Salesforce Management
  • Lead Generation
  • Pipeline Development
  • Relationship Development
  • Client Consultations
  • Strategic Partnerships
  • Sales Presentations
  • Prospecting
  • Client Relationship Building
  • New Business Development
  • Relationship Building and Management
  • Verbal and Written Communication
  • Closing Talents

Accomplishments

  • Won President's Club for Gross Margin Dollars with Elwood Staffing.

Certification

NMLS- Lending Certification

Certified Staffing Professional

OSHA-10 Certification

Timeline

Business Development Manager

BelFlex Staffing Network
01.2023 - Current

Selling Branch Manager/Business Development Manager

Elwood Staffing
12.2018 - 04.2022

Branch Manager

First Financial Center Credit Union
02.2017 - 04.2018

Bachelor of Science - Business Administration And Management

Indiana Institute of Technology
Julia Kay Jones