Jeffrey Meade
San Antonio
Summary
Experienced Commercial Development Officer with a strong background in member relationship management. Proven track record of success in professional sales within the banking and insurance sectors. Consistently surpasses bank and member service standards in business-to-business, personal, and commercial banking lines. Results-driven professional prioritizing best practices and success strategies. Exceptional communication, decision-making, and planning abilities.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Commerical Development Officer
Credit Human Federal Credit Union
01.2024 - Current
- Develop commercial business relationships and prospective member relationships through a consultative origination approach.
- Engage with the business community to build market equity and identify emerging needs for product development and reform, providing high-touch service to smaller businesses.
- Create a network of referral partners to drive success and stay informed about trends in the commercial lending industry.
- Manage the pipeline of required documents for processing commercial loans.
Member Relationship Specialist
CREDIT HUMAN
09.2020 - 01.2024
- Demonstrate genuine empathy for our members and exhibit a deep passion for helping them achieve financial health.
- Maintain systematic, consistent, and reliable notes and contact history for each member.
- Actively engage with local community partners to expand Credit Human's reach, discover and nurture SEG opportunities, develop innovative growth channels, and deliver financial services.
- Strengthened member relationships through personalized service and proactive financial guidance.
Life Insurance Sales Agent
The Hartford Insurance Group
08.2018 - 08.2020
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Auto and Property Inbound Sales
The Hartford Insurance
08.2018 - 08.2020
- Inbound sales agent through the AARP Hartford Auto and home insurance program for individuals using consultative selling techniques.
- Strong attention to detail, exceptional problem solving and critical thinking skills.
- Maintain a high level of performance measured by traditional and contemporary call center performance indicators and behaviors.
- Recognized as top ten sales agent nationwide month after month and awarded top sales agent for September 2019, 72 total sales.
Life Health and Annuity Service Specialist
USAA LIFE CO
03.2016 - 08.2018
- Service all existing Life Insurance, Annuity, and Health polices.
- Provide member on boarding, servicing, and or facilitation of existing Life, Health and Annuity products.
- Identifies member events and upfront underwrite term and whole life.
- Deepening and retains member relationship though needs assessments and solution offerings from USAA suite of products.
Financial Center Specialist / Personal Banker
USAA FEDERAL SAVINGS BANK
02.2014 - 03.2016
- Analyzed portfolios and identified risk factors, meets with members face to face to interview gather and upfront underwrite Life insurance products both term and whole.
- Partnered with Wealth Advisors and Wealth Management for discovered Umbrella and Life Insurance annuity opportunities.
- Deepening existing relationships and conducted detailed financial reviews for members to sell appropriate products to fit clients needs while developing new business.
- Educating members and colleagues regarding banking, life and health products.
Life Insurance Sales Agent
NEW YORK LIFE INSURANCE CO
03.2012 - 02.2014
- Review and completing insurance policies applications while evaluating risk factors as a front line underwriter.
- Met with clients one on one to complete financial needs analysis while making proper recommendations for Life and Annuities product that New York Life offers.
- Observed strict procedures to protect sensitive patient information, including medical records and payment data.
- Collected all premiums on or before effective date of coverage.
Manager of Terminal Operations
UNION PACIFIC RAILROAD
09.2009 - 01.2012
- Responsible for keeping inbound and outbound trains moving safely and efficiently, managing day to day operations.
- Managed, coached,trained and conducted performance evaluations with Union supported employees.
- Kept current with all Federal rules and regulations regarding train safety and maintain all communications with vendors as well as internal customers.
- Responsible for service unit key metrics, efficiency and communication training.
Education
Bachelor of Arts - Business Administration And Management / ORGD
University of The Incarnate Word
San AntonioSkills
- Commercial Development Skills
- Sale expertise, strategy, forecasting
- Relationship-Building Expertise
- Collateral valuation and Loan structuring
- Cash flow forecasting and Debt restructuring
- Relationship-driven selling
Certification
CCUFC 2021 / General Lines Property and Casualty Agent /Life and Health General Lines / #129813166 #1617703 Agent / Notary Public #180615 / Patent Holder 2016 (USAA)
Timeline
Commerical Development Officer
Credit Human Federal Credit Union
01.2024 - Current
Member Relationship Specialist
CREDIT HUMAN
09.2020 - 01.2024
Life Insurance Sales Agent
The Hartford Insurance Group
08.2018 - 08.2020
Auto and Property Inbound Sales
The Hartford Insurance
08.2018 - 08.2020
Life Health and Annuity Service Specialist
USAA LIFE CO
03.2016 - 08.2018
Financial Center Specialist / Personal Banker
USAA FEDERAL SAVINGS BANK
02.2014 - 03.2016
Life Insurance Sales Agent
NEW YORK LIFE INSURANCE CO
03.2012 - 02.2014
Manager of Terminal Operations
UNION PACIFIC RAILROAD
09.2009 - 01.2012
Bachelor of Arts - Business Administration And Management / ORGD
University of The Incarnate Word
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