Jeffrey M. (Jeff) Fleming, MBA

Experience

• 

  JPMorgan Chase & Company

  Apr 1992 - Nov 2004

  Developed sophisticated data reporting tools and presented product and training analyses for the retail banking division.• Developed a branch opportunity model, which increased customer satisfaction by 8% in 1 month.• Developed ranking criteria, based on performance objectives, and increased the reliability of bankers' sales and service reporting, which enabled management to instantly identify the top 10% of bankers for Leadership Forum Awards.• Created electronic profiling observation input system, which eliminated manual input and allowed Banker observations and documented coaching sessions to increase 30% in 4 months. Show less Regional Manager for Texas and Tri-State area (Connecticut, New York, & New Jersey) responsible for the administration, management, and enhancement of the semi-annual retail incentive compensation program for 4,000+ employees.• Facilitated effective plan participation, increasing employee understanding of the plan, resulting in an average increase of 7.5% more employees making goals year-over-year.• Developed an interactive electronic payout tool that simplified and increased the understanding of the incentive plan. Summarized the original 75-page program guide to a single page per function, helping each employee know exactly how the plan worked. Adjustment requests decreased by an estimated 30% across the region.• Mentored 2 Retail Leadership Development Program trainees. Show less Relationship Manager of an $800,000 portfolio of corporate client relationships.• Managed 37 corporate client relationships averaging $8,500 in monthly revenue and new business development.• Increased portfolio profitability by 9% in developing, optimizing, and nurturing client relationships.• Created a PC-based account analysis model that reduced the sales officers’ proposal development time 98% faster.• Launched and led a training program for Certified Treasury Professional candidates, resulting in 80% of candidates passing the exam on their first attempt. Show less Directed implementation, customer service, and client training support for 8 Treasury Management Relationship Managers and a portfolio of 100+ real estate and oil and gas clients.* Solved complicated customer banking problems helping each sales officer exceed their annual sales goal each year.* Received 20 formal customer service recognition awards* Created a PC-based account analysis model, which reduced the sales officers’ proposal development time from 2 days to less than 15 minutes.* Launched and led a training program for Certified Treasury Professional candidates resulting in 80% of candidates passing the exam on their first attempt. Show less Supported 2 Trust Relationship Managers in the administration of 17 Collateralized Mortgage Obligation (CMO) bond issues.• Made account-specific investment decisions and verified the availability of funds, to make bond debt payments. Cash positions remained short-term liquid and no idle cash positions in excess of $1,000 were experienced.• Calculated and analyzed debt service and calamity call requirements to maintain the credit worthiness of each individual bond issue. No downgrades or credit rating adjustments were experienced.• Developed, tested, and updated spreadsheet models for more efficient bond issue and cash flow administration. Administration processing time on largest bond issue became 98% more efficient. Show less

  • Vice President & Training Project Manager

    May 2003 - Nov 2004

  • Vice President & Incentive Compensation Project Manager

    Apr 1999 - May 2003

  • Banking Officer & Treasury Management Relationship Manager

    Sept 1998 - Apr 1999

  • Banking Officer & Treasury Management Product Analyst

    Apr 1995 - Sept 1998

  • Senior Corporate Trust Administrator

    Apr 1992 - Apr 1995
• 

  Capital One, NA

  Jun 2005 - Jun 2006

  Assistant Vice President & Market Manager

  Managed all business development, operations, and service functions, including a staff of 14, for an $18,000,000 retail branch in Houston. • Generated over $1,300,000 in combined loans and deposits while improving customer service and increasing customer retention rate by 44%.• Managed a four-fold increase in branch customer volume to accommodate evacuees from hurricanes Katrina and Rita, continued to meet branch goals, and improved customer service survey grade from B to A.

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  The Bank of New York Mellon Trust Company, NA

  Oct 2006 - Jul 2010

  Assistant Vice President & Relationship Manager

  Primary account representative managing 76 client and investment critical Asset Backed Securities (ABS) Structured Finance issuances, including 28 specific to the state of Delaware and 4 Global Custody Relationships.• Managed over 175 investment accounts and $180,000,000 in assets with less than a 1% overdraft ratio (count) per quarter.• Recommended, modified, and monitored account structures according to legal and compliance requirements. 100% compliant within controllable guidelines on all audit findings.• Closed 2 to 3 new issuances each year in a marketplace of declining business while increasing portfolio revenues to over $250,000 in annual fees.• Primary Subject Matter Expert and Project Team Leader for merger related conversion and system implementation projects, helping convert two billing, one accounting system, and various other systems through two institutional mergers.• Negotiated new customer/new issue pricing and service standards while enhancing relationships internal and external to the organization. Show less

• 

  Amegy Bank

  Nov 2010 - Oct 2017

  Vice President & Client Services Supervisor

  Supervisor of 12+ Treasury Management Client Service Specialists (6+ Direct Reports) working in a semi-call center environment providing stage one escalation and problem solving management while collaborating with all levels of management to provide timely problem resolution, service enhancement, and often sensitive communication to the bank’s Treasury Management client base.• Managed, Tracked, and Paid Incentive Compensation while increasing team project and referral participation in the plan all while increasing cross-sell revenues and reducing expenses.• Improved call availability times by actively managing and incentivizing phone availability measurements for staff across the entire operations department.• Actively managed and trained new employees while reducing overtime and scheduling conflicts. Show less

• 

  Zions Bancorporation

  Oct 2017 - now

  Leader of 9 Central Funding Specialists (including 2 Team Leads) supporting six banking divisions of Zions Bancorporation in the funding activities of our enterprise-wide commercial lending operations department.

  • Vice President & Syndications Middle Office Sr. Loan Closer

    Jan 2022 - now

  • Vice President & Enterprise Commercial Loans Central Funding Manager

    Oct 2017 - Jan 2022