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Jon Wilcox

Jon Wilcox

Assistant Branch Manager

Followers of Jon Wilcox6000 followers
location of Jon WilcoxGreater Syracuse-Auburn Area

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  • Timeline

  • About me

    Assistant Vice President/Hub Manager

  • Education

    • SUNY Cortland

      2004 - 2005
      B.S. Economics

      Economics

    • Keuka College

      2011 - 2012
      M.S. Organizational Management 3.8

      Management

    • Cayuga Community College

      2001 - 2002
      A.S., Business Administration Business Administration

      Business Administration

    • Cayuga Onondaga BOCES culinary program

      1994 - 1996
      Culinary Arts Culinary Arts/Chef Training

      Activities and Societies: Won a partial Scholarship to Paul Smiths College Culinary Arts- Won a partial scholarship to Paul Smith's College

    • Auburn High School

      1992 - 1996
      High School Economics

      Activities and Societies: Swimming, Lacrosse, Snowboarding Economics, History, Swimming, Lacrosse, Snowboarding

  • Experience

    • Five Star Bank

      Jun 2008 - Sept 2014
      Assistant Branch Manager

      Sales/Client Development • Manage sales team and collaborate with business partners to meet/exceed branch sales goals• Build and maintain CIO's as valuable referral sources• Coaching, talent management/development • Interviewed, hired, trained, empowered staffOversee branch operations- • All applicable regulations to include BSA, OFAC, Audits, CTR's• CIP and enhanced due diligenceAwards- Million Dollar Club 2013

    • Savannah Bank

      Sept 2014 - Dec 2018
      AVP/Business Development Officer

      Specialize in non owner occupied commercial real estate loans and lines of credit, including blanket mortgages. Will review all loans on a case by case basis. Source commercial real estate loans and lines of credit, blanket mortgages and equipment financing (with terms up to 7 years) in western and central NY. Specialize in loans ranging from $25,000 to $1.2 million. All commercial real estate types considered including owner and non owner occupied properties, from 1-4 family investment to 5+units, mixed use and more. Show less

    • Northwestern Mutual

      Jan 2019 - May 2019
      Financial Advisor

    • MassMutual New York State

      Jun 2019 - Jan 2020
      Financial Advisor

    • KeyBank

      Apr 2020 - Apr 2022
      Licensed Branch Manager

    • Chemung Canal Trust Company

      Apr 2022 - Sept 2024
      AVP/Hub Manager

  • Licenses & Certifications

    • FINRA Series 6 & 63

      FINRA

    • NYS Life Accident and Health Insurance Licensed

      New York State

    • NYS Public Notary

  • Honors & Awards

    • Awarded to Jon Wilcox
      2016 Terri Bridenbecker Outstanding Young Professional Award Cayuga County Chamber of COmmerce May 2016 Recognition of my dedication to career development and my contribution to various organizations in Cayuga County.

  • Volunteer Experience

    • Treasurer/Board of Directors

      Issued by Cayuga County Chamber of Commerce on Nov 2016
      Cayuga County Chamber of CommerceAssociated with Jon Wilcox

    • Chair-Steering Committee

      Issued by Ignite -Young Professionals of Cayuga County on Sept 2013
      Ignite -Young Professionals of Cayuga CountyAssociated with Jon Wilcox

    • Board Of Directors

      Issued by Cayuga Community Fund on Jan 2016
      Cayuga Community FundAssociated with Jon Wilcox