Mike Jones
Madison,TN
Summary
Dedicated leader and strong communicator offering years of financial industry knowledge and success. Familiar with bank regulations, financial best practices and effective sales strategies. Cultivates productive relationships with clients, team and internal business partners in order to maximize revenue and achieve goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Assistant Vice President/Branch Manager
Regions Bank
07.2021 - Current
- Regularly review monetary controls to generate accurate and reliable operational data for upper management.
- Follow risk management policies to mitigate bank losses.
- Work with internal customer service partners to field and resolve customer complaints through empathy, understanding and associate coaching.
- Uphold stringent bank standards for loans, money handling, financial planning, deposit growth and acquisition of new households.
- Collaborate with business partners to develop long-term financial plans that provide the most benefit to clients.
- Provide direction and leadership to teammates to maximize productivity and meet desired goals.
- Represent bank at community events to establish strong ties and promote business.
Licensed Senior Relationship Banker
First Horizon Bank/Formerly First Tennessee Bank
09.2015 - 06.2021
- Developed long-term, profitable customer relationships to help maximize revenue, deposit and investment growth.
- Cross sold bank products and services while referring clients to business partners as appropriate for specialized services such as mortgage lending, financial planning/wealth management and trust services.
- Provided conservative retirement solutions to risk averse clients through annuity sales, as well as term life insurance solutions to younger clients carrying debt. Won trophy in 2020 for achieving status in First Horizon Bank's Million Dollar Club, producing annuity and insurance sales within top 20% of producers within the bank's multi-state footprint.
- Maintained relationships with business clients while providing access to treasury management products, point of sale solutions, bookkeeping and payroll processing.
- Implemented strategies to increase customer retention, enabling investment growth.
- Maintained customer records and updated account information.
- Analyzed customers' financial information to deliver personalized account guidance.
- Presented new and additional products and services to existing customers in order to grow the book of business.
Sales Consultant | New Account Acquisition
DS Services
01.2014 - 09.2015
- Made sales presentations to prospective customers at trade shows, exhibits, businesses and residences.
- Identified customer needs and matched their needs to company products and services.
- Created and maintained service agreements, documentations and logs as required by management.
Design | Sales | Project Management
Cabinet Express, LLC
12.2012 - 12.2013
- Worked with home builders for referrals and leads as well as servicing walk-in clients.
- Consulted with clients on design concepts and created their vision with 20/20 Design software.
- Produced finalized designs from blueprint take offs and self-performed field measurements and drawings.
- Sold the project, ordered materials and worked with installers and suppliers from design through installation.
- Maintained communication with clients during all phases of the project through completion to ensure their complete satisfaction.
Department Manager | Design | Sales | Project Mgmt
Lowe's Home Improvement
12.2006 - 12.2012
- Managed millwork department, to include windows, doors, trim and installation.
- Completed Department Manager training in 2007.
- Recruited by district-level management to manage kitchen and bath sales, design and installation due to prior construction and customer service/sales experience.
- Won trophy from Shenandoah Cabinetry in 2011 for placing in the Top 10 for regional sales of their cabinet line for six states.
- Received several customer-focused service awards and corporate-level customer compliments.
Licensed Mortgage Loan Originator
Fifth Third Bank
11.2004 - 12.2006
- Worked with home builders, realtors and insurance agents for mortgage referrals.
- Maintained local chamber of commerce and various realtor organization memberships for the purpose of networking.
- Considered the customer experience to be my number one priority in every transaction, while assisting clients with the purchase and refinance of first and second homes, vacation homes, custom builds and vacant building lots.
Education
Associate of Science - Business Management And Marketing
Volunteer State Community College
Gallatin, TNTennessee Life Insurance Licensing
Kaplan Career Institute
Nashville, TN05.2018
Skills
- Staff Recruiting, Evaluations, Coaching and Training
- Branch Operations
- Building Customer Relationships
- Consumer, Business and Mortgage Loan Process Knowledge
- Credit Building Strategies for New Borrowers
- Spreadsheet Tracking
- Business Activity Tracking
- Life Insurance and Annuity Sales
Certification
- Tennessee Life Insurance Producer License
- Tennessee Notary Public
- Medallion Signature Guarantee
- NMLS #1417368
Timeline
Assistant Vice President/Branch Manager
Regions Bank
07.2021 - Current
Licensed Senior Relationship Banker
First Horizon Bank/Formerly First Tennessee Bank
09.2015 - 06.2021
Sales Consultant | New Account Acquisition
DS Services
01.2014 - 09.2015
Design | Sales | Project Management
Cabinet Express, LLC
12.2012 - 12.2013
Department Manager | Design | Sales | Project Mgmt
Lowe's Home Improvement
12.2006 - 12.2012
Licensed Mortgage Loan Originator
Fifth Third Bank
11.2004 - 12.2006
Associate of Science - Business Management And Marketing
Volunteer State Community College
Tennessee Life Insurance Licensing
Kaplan Career Institute
- Tennessee Life Insurance Producer License
- Tennessee Notary Public
- Medallion Signature Guarantee
- NMLS #1417368
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