Rick Jordan
Houston
Summary
My objective is to continue to apply my extensive experience in managing branch retail sales, B2B Sales (Merchant Services), operations, staff development, consumer and business lending, and customer service, to new opportunities with growth potential.
Overview
28
28
years of professional experience
Work History
Business Banking Relationship Manager
Amegy Bank
Houston
07.2023 - Current
- Business Sales, lending, and treasury management support.
- Working directly with the Business Banking Relationship Manager, my role is to service the needs of our business clients, process their loan applications, communicate directly on service and sales issues, and to recommend new products.
- I also open new deposit accounts, and refer opportunities to our bank partners in Wealth, Treasury, and Commercial lending.
Portfolio Manager
Amegy Bank NA
Houston
01.2022 - 07.2024
- Coordinated preparation of external audit materials and external financial reporting.
- Coached junior team members on best practices for managing portfolios effectively.
- Implemented security measures to protect confidential information related to client accounts.
Business Banking Associate
Amegy Bank NA
Houston
05.2018 - 01.2022
- Analyzed customer requirements and recommended efficient investment products.
- Investigated financial resources and creditworthiness.
- Bought or sold stocks, bonds and commodity futures on behalf of investment dealers.
Regional Account Executive
TSYS Merchant Services/Partnered w/ Independent Bank
03.2017 - 05.2018
- As the Regional Account Executive for the Houston, Austin, and Waco markets, my role is to provide merchants with innovative and cost-effective payment processing solutions, as well as advise on the various bank products available to them to enhance their relationship with my partner bank.
- As the local account representative, I provide in-person coaching to the existing branch staff (tellers, lenders, managers) on how to uncover opportunities to refer over to me, and to develop stronger relationships with those merchants.
Assistant Branch Manager
Amegy Bank
Houston
09.2011 - 03.2017
- As the lead manager on inside sales and operations, and assistant manager to outside business prospecting, my daily responsibilities are to maintain strict compliance with banking regulations and internal security protocol, loss prevention, and continued education of the entire branch staff.
- Daily coaching and feedback sessions in group and individual settings with my personal bankers, and teller staff, and partner with our mortgage, private banking, and treasury services officers to deepen relationships with our new and existing clients.
- Prospecting for new business by developing marketing strategies, business 2 business calls on existing and prospective clients, and in-branch outbound calls on a daily basis.
Sales/Production Manager
Avis/Budget/Dollar Thrifty Car Rental
Houston
03.2007 - 09.2011
- My duties include managing the sales process for rental agents, creating innovative means to increase rental numbers and added services, and to manage the use and inventory of cars on-hand, so that we meet our client’s needs.
- Developing cost-effective strategies to maximize personnel and assets for more efficient rental experiences.
- Utilizing Lean-Six training to analyze and develop fleet management and maintenance with an emphasis on reduced manpower use.
Assistant Branch Sales Manager
Capital One Bank
Houston
04.2006 - 02.2007
- My duties include managing the branch staff during the extended hours of operation, coaching the personal bankers on sales techniques, planning weekly sales activities, setting sales goals, and going out of the branch on sales calls to bring in new business opportunities.
Store Manager
Radio Shack
New Orleans
04.2004 - 01.2006
- My primary duties are working in area retail locations to learn the operations, sales strategies, and product lines.
- I actively participate in selling products to clients and advising them on those products to suit their personal needs.
- Radio Shack especially targets the wireless sales market, with Verizon and Sprint PCS.
- Selling these products account for over 30% on Radio Shacks business, so selling and effectively coaching others in that area in the primary focus.
- As the store manager I am responsible for goal setting, compliance, sales leadership and training, as well as handling personnel issues within my store.
Legal Office Clerk
Shyrl Patterson Bagneris - Attorney At Law
New Orleans
01.2004 - 04.2004
- My primary responsibilities are to manage the office in the while the attorney is unavailable, or in court.
- Typing, researching legal documents for decisions, filing documents in various courts, both civil and criminal, and scheduling appointments between clients and other attorneys.
Asst. Branch Manager
Bank One, NA
New Orleans
12.1996 - 12.2003
- Daily duties include maintaining proper staffing in branch, managing teller processes, break schedules, and job assignments.
- I take part in assisting the personal bankers with escalated client issues, sales procedures, research needs, and compliance issues.
- I monitor our internal general account ledgers to insure proper posting of entries, and any losses.
- I schedule all employee training and rotation schedules.
- I perform audits of consigned/negotiable instruments, and teller/vault/atm cash drawers.
- I order branch supplies, and setup installation scheduling for incoming equipment.
- On a monthly basis I calculate all losses for individual staff members, if any, and follow-up with any administrative actions necessary.
Education
Political Science & English -
Xavier University
New Orleans, Louisiana05-1996
Summer Immersion Course
Cal State Dominguez Hills
Los Angeles, California08.1992
Washington High school -
Washington High school
Los Angeles, California06.1989
Skills
- B2B Sales
- Portfolio Management
Training
- Financial Accounting For Lenders, 2021
- Negotiation Skills For Business Bankers, 2021
- Personal Cash Flow For Lenders, 2020
- Business Lending Fundamentals, 2021
- Business Banking Loan Structuring, 2020
- Problem Loan Resolution, 2021
- Principles of Taxanalysis, 2021
Timeline
Business Banking Relationship Manager
Amegy Bank
07.2023 - Current
Portfolio Manager
Amegy Bank NA
01.2022 - 07.2024
Business Banking Associate
Amegy Bank NA
05.2018 - 01.2022
Regional Account Executive
TSYS Merchant Services/Partnered w/ Independent Bank
03.2017 - 05.2018
Assistant Branch Manager
Amegy Bank
09.2011 - 03.2017
Sales/Production Manager
Avis/Budget/Dollar Thrifty Car Rental
03.2007 - 09.2011
Assistant Branch Sales Manager
Capital One Bank
04.2006 - 02.2007
Store Manager
Radio Shack
04.2004 - 01.2006
Legal Office Clerk
Shyrl Patterson Bagneris - Attorney At Law
01.2004 - 04.2004
Asst. Branch Manager
Bank One, NA
12.1996 - 12.2003
Political Science & English -
Xavier University
Summer Immersion Course
Cal State Dominguez Hills
Washington High school -
Washington High school