Lizil Jackson

• Cultivate and deepen Top 50 consumer and business clients.
• Manage day-to-day operations, colleague development, and sales performance.
• Serve as a liaison between clients and customer engagements across internal lines of business, keeping all communication up to date.
• Play an active role in monthly branch audits and security reports to ensure satisfactory audit results and compliance controls.
• Sales coaching to effectively manage cross-selling and partner referrals. 5 direct reports. 5 branch partners across all lines of business.
• Facilitate joint meetings with clients and branch specialists, both in person and virtually.
• Actively supports the bank's community-related initiatives, in an effort to continue building the brand in all segments of the community.

• Directed day-to-day operations focused on accomplishing key metrics, continuous improvement strategies, with a 17 branch team, including 11 direct reports.

• Controlled daily business operations by devising and deploying short and long-term strategies to grow profitability and accomplish objectives that resulted in recognized growth.

• Lead pilot opportunities for introducing innovative technological programs for enhanced banking resources that increased productivity and safety within the branch network.

• Reduced bank losses by setting successful risk management processes.

• Optimized staff productivity by developing sales skills, initiated performance reviews, recruiting and training initiatives, scheduling, time and attendance and payroll.

• Attended local gatherings and networking events as a bank representative to establish community relations and generate potential customer leads.

• Established and maintained effective relationships with customers, business partners, team members and members of the community.

• Oversaw Chase Private Client, a banking platform that focuses on financial resources for the affluent client base.
• Managed a team of 12 bankers, 3 of whom were Private Client Bankers. (All 3 Private Client bankers attended the annual sales conference and were recognized for successful performance).
• Provided sales coaching, which increased productivity, resulting in business growth.
• Maintained strong controls by actively monitoring policies and procedures to ensure satisfactory audit results and team compliance.

Licensed Relationship Banker- Financial District (2011 – 2014)

• Customized banking resources to fit client's financial goals.
• Partnered with all lines of business to deepen and grow households and customer relationships by conducting joint meetings.
• Increased deposit balances through long-lasting relationships with all customers by leveraging Sales Force and calling efforts.
• Recognized as one of the top 25% of bankers nationwide and among the top 10 district-wide, while holding first in customer acquisitions in the branch, by effectively managing a large client portfolio.
• Provided effective training to new personnel, ensuring knowledge of company policies and banking best practices.