Manager Customer Service

JASON M. KEAN

**** ********** *** 314-***-****

St. Louis, MO 63116 abg3ii@r.postjobfree.com

Business Development Officer who will integrate over ten years of experience within the financial service industry,

while exemplifying key strengths in developing and building relationships, coordinating multiple projects and tasks

simultaneously, while demonstrating exceptional customer service to develop the ongoing success of your institutional

goals.

Summary of Professional Accomplishments

Sales Executive City Wide Maintenance of St. Louis June 2010 - July 2011

Business to business outside sales with the goal of increasing monthly re-occurring contract revenue with potential

customers, achieving a monthly revenue goal of $5,000.00 reoccurring contract revenue and $5,000 per month in non-

reoccurring contract revenue.

• Average 3-4 appointments per week resulting from approximately 50 cold call visits

• Utilize direct telephone contact with decision maker/business owner that results in 2-3 appointments each

week

• Leverage previous business relationships to develop new business opportunities

• Utilize non-contract revenue customers as starting point for development into reoccurring contract revenue

customers

Vice President/Business Center Manager Commerce Bank – St. Louis, MO 2000 - 2010

Directed and managed all aspects of the day-to-day operations of a banking center with assets over $89

million. Managed fifteen employees through two direct reports including tellers, personal bankers, and

vault operations.

• Achieved Number One Small Business Loan producer in St. Louis in 2009, generating over $1

million in new loans by making over 250 business calls/contacts to clients and prospects.

• Achieved 90% of goals in a slow economic year by designing, implementing, and evaluating a

calling plan for the banking center. Exceeded goals in 11 of 13 priority products (Transaction

Accounts, Visa Check Cards, Credit Cards, Personal Loans, Home Equity Loans, Business

Deposits, Business Visa Check Cards, Business Credit Cards, Business Loans, Internet Banking,

and Transaction Account Base)

• Promoted from Financial Services Manager to Vice President/Business Center Manager in five

years, covering four different retail banking centers by consistently demonstrating competence in

assigned duties while exceeding quotas and sales goals.

• Managed multiple projects from inception to completion on an ongoing basis. Projects include

corporate initiatives and branch initiatives.

• Successfully met fee income goals by working with business partners across the company to

cross-sell additional banking products to meet the client needs. Fee income goal for 2009 was

$1.0MM, and my banking center achieved $1.15MM.

• Hired, trained and mentored all banking center employees.

Personal Banker Great Western Bank – Omaha, NE

1999 – 2000

Provided personalized banking services on financial plans by assessing clients' assets, liabilities, cash

flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

• Exceeded company goals by 10% each month by leveraging existing customer relationships.

• Developed a personal targeted calling plan to meet company targets.

Education

BSBA – emphasis in finance University of Missouri – St. Louis January 12, 2003

Community Involvement

Board Member St. Elizabeth Academy - St. Louis, MO 2005 - 2011

Military

Intelligence Specialist Second Class E-5, United States Navy 1992 – 1996

Honorably served on CVN-68 USS Nimitz during Operation Southern Watch

• Prepared and delivered intelligence briefings for the Intelligence Officer for the Carrier Group and support

staff.

• Managed multiple projects as assigned by the Intelligence Officer.

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