Jason Hughes

Experience

• 

  US Army

  Jun 1998 - Oct 2001

  13F Fire Support Specialist
• 

  JPMorgan Chase & Co.

  Jan 2008 - Jul 2016

  🔹 Scope - Developed and executed business plan to expand the client deposit base and increase assets under management. Collaborated with internal business partners to deliver tailored wealth management solutions to meet complex needs. Led a team of 20 business partners, bankers, and tellers. Created a client focused culture and fostered a high-performance sales environment. Conducted regular performance reviews, provided coaching and development opportunities, guided career paths. Managed day to day branch operations, ensuring compliance, risk management, and regulatory guidelines. Analyzed branch performance metrics, identified areas of opportunity, and implemented process enhancements to optimize efficiency. ✅ Accomplishments – Year over year growth reflected in P&L 2010-2016. Increased assets under management to exceed $175M and promoted branch from regular retail branch to Chase Private Client location. Developed and promoted 2 Assistant Managers to Branch Managers. Consistently ranked Performance Level 1 or 2 based on exceeding sales and service goals. Passed Branch Audit 3 consecutive times with a rating of Perfect and no documented occurrences. ▪️ Impact – Immeasurable amount of financial impact to the company and the branch. New standard of sales and service and exposure to success. Promoted a new generation of managers to impact the company and the community in the same capacity. Show less 🔹 Scope - Deliver personalized banking solutions while offering an exceptional customer experience. Promoted banking products and services while conducting need-based assessments to identify cross selling opportunities. Leveraged cross functional team members to achieve branch objectives. Demonstrated expert knowledge of banking products, policies and procedures to ensure compliant transactions. Resolved customer concerns promptly, fostering positive relationships and client retention✅ Accomplishments – Promoted to Branch Manager. JPMCB National Sales Convention Nominee. Show less

  • Private Client Branch Manager

    Feb 2010 - Jul 2016

  • Licensed Personal Banker

    Jan 2008 - Feb 2010
• 

  Texas REALTORS®

  Aug 2018 - now

  Real Estate Investor

  🔹 Scope - Spearhead strategic marketing initiatives to develop a startup real estate portfolio. Develop and implemented strategic sales strategies. Establish and cultivate relationships with clients. Conduct comprehensive market research. Identify emerging housing trends, pricing strategies, investment opportunities. Help clients make informed decisions. Negotiate complex real estate contracts. Collaborate with cross functional teams to accomplish closings. Manage a diverse portfolio of residential properties and oversee all aspects of property management, maintenance, and tenant relations.✅ Accomplishments - Airbnb Super Host Designation 2022 & 2023, Texas Top Producer VIP Guest May 2019, Keller Williams Dallas Metro North Top Listing Agent December 2018 (800+ Agents), Consistent $2M in sales generation. ▪️ Impact – Increased brand recognition, client/tenant experience and retention. Scaled a start-up real estate business into a self-producing business that includes repeat clients as well as a transition into free and clear real estate investments. Show less

• 

  American Airlines Federal Credit Union

  Apr 2019 - now

  Financial Wellness Counselor

  🔹 Scope - Provide personalized financial coaching to individuals. Conduct comprehensive financial assessments that include credit review, analyzing income, and expenses. Curate engaging workshops and seminars on topics such as budgeting, debt management, investing, retirement planning✅ Accomplishments - 2021 AAFCU Employee of the Year Nominee, Increased productivity and efficiency by creating a paperless system to process payments, Created program that limits loss on company exposure to $16M+ in lending risk ▪️ Impact -Redefined department/company standard that will generate continual improvements to productivity and efficiency and increase bottom line numbers. New initiative, once fully realized will minimize losses, and increase member retention based on support and an enhanced member experience. Show less