Jay Williams

Experience

• 

  Fifth Third Bank

  Sept 2009 - Aug 2012

  • Recognize mortgage, investment, and small business opportunities to refer to partners by asking high impact and open questions to identify their needs appropriately and acquiring all their business – achieved Top Sales Performer; Quarters 3 & 4 of 2011 and Quarters 1 & 2 of 2012• Manage and acquire new household customer portfolios. Exceed goals by 175% for opening personal/business checking, saving, and money market accounts, vehicle and home loans, and lines of credits • Assist individuals with credit counseling to build or repair credit – helping most client improve credit score by 20 to 150 points in as little as three months Show less

  • Financial Services Representative

    Mar 2011 - Aug 2012

  • Lead Customer Service Representative

    Sept 2009 - Mar 2011
• 

  SunTrust

  Aug 2012 - Feb 2015

  Person Banker II - IV

  • Lead “Play-to-Win” Meetings, Morning Huddles, and Daily Debriefs – achieving Top Sales and Referral Points; Quarters 1, 2 & 3 of 2014 • Perform one-on-one peer observations and role play with branch teammates to encourage quality sales and referrals – branch lead area in core products provided year 2014 • Host/lead conference calls to confirm that Branch Managers and Personal Bankers effectively make out-bound calls

• 

  KeyBank

  Feb 2015 - Sept 2024

  • Consistently at a Quartile 1 ranking due to building, coaching, and motivating team so that they can work more effectively, recommend financial solutions, analyze clients' needs through the utilization of the financial wellness review guide, and create lasting “trusted advisor” relationships • Demonstrate outstanding credit and financial acumen while acquiring, retaining and expanding small business and consumer portfolio - BOB is over $103MM • Recruit and identifying talent, interview and select the branch team members – promoting 3 employees to leadership positions Show less

  • VP, Business Banking Relationship Manager

    Oct 2019 - Sept 2024

  • AVP, Branch Manager

    Feb 2015 - Oct 2019
• 

  JPMorganChase

  Sept 2024 - now

  Vice President, Sr. Government Not-for-Profit Relationship Manager at JP Morgan Chase

  • Serve as a trusted advisor by delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Government Not-for-Profit clients. • Manage credit opportunities within assigned portfolio up to $40 million.