Jennifer Olsa Jones

Experience

• 

  First Tennessee Bank

  Mar 2013 - Jun 2014

  Lead Teller

  • Ensures teller transactions are completed accurately and efficiently• Communicates effectively with tellers and models proactive problem solving with customers• Sets the tone for the center by creating an inviting and positive work environment• Monitors teller staffing and works in a teller window to provide excellent customer service

• 

  First Horizon Bank

  Mar 2015 - Feb 2018

  Operations Manager

  • Oversees the operational aspects of the financial center and manages all tellers in that center• Serves as second in command to make executive decisions on behalf of the financial center• Mastery skill levels in audit functions and understands the importance of maintaining operational controls• Focuses on the retention of tellers and the development of future leaders• Controls the technical performance of the center by limiting operational risk by exercising judgment when reviewing transactions and by developing decision-making skills of the tellers• Supports and directs the customer service effort of the center• Supports the sales efforts of the center by providing training and motivation Show less

• 

  Merrill Lynch Wealth Management

  Jun 2019 - Jul 2021

  Financial Advisor

  • Developing and/or growing a book of business to meet and exceed pre-defined goals• Effectively sourcing prospective clients• Recommending investment products and services that are suitable for prospects and clients based on their goals• Balancing investment management, sales activities, and new client development• Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship• Establishing and providing maintenance on existing client accounts Show less

• 

  Reliant Bank

  Aug 2021 - Jan 2022

  Banking Officer, Assistant Branch Manager

  • Manages day-to-day operations, personnel and staffing levels in the absence of the Branch Manager• Provides continuous sales leadership; fosters and manages a sales-oriented team by providing ongoing performance feedback for employees, generating enthusiasm and participation in all sales efforts• Regularly makes sales calls to internal customers and business prospects that result in obtaining new deposit, loan or service accounts while deepening client loyalty• Functions as a product expert for the assigned area in order to educate staff to fully utilize all product offerings that best support the sales strategy and needs of the client• Meets branch deposit, referral and loan growth goals with a major emphasis on core deposit growth and assists branch manager to monitor budget expenditures• Assists branch compliance regarding audit and security procedures• Participates in the selection of new employees, assists in training and development of employees, and provides fact based input for performance evaluations• Opens new accounts, profiles customer and recommends appropriate range of products and services• Handles maintenance of accounts including resolves account problems, processes account changes, and closes accounts• Processes wires and telephone transfers, orders checks, processes stop payments, opens and services safe deposit boxes and reviews daily/weekly loan, deposit and revenue financial reports• Generates consumer and/or business loan opportunities, takes applications, pulls credit information, negotiates rate/fee quotes, completes loan approval workbook and performs loan closings• Assists in surprise audits; supports team activities that result in successful branch operational audits Show less

• 

  FirstBank

  Jan 2022 - Jan 2024

  • Oversee retail operations for entire market - eight financial centers, including oversight of functions that service the day-to-day policy and procedure adherence, and improvement of Financial Center performance, specifically the growth of deposits, loans, and referrals to other bank partners• Drives branch performance results through strong personal sales performance and direction of the entire branch team to meet and exceed sales and quality service goals• Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks• Maintain efficient administration of daily operations ensuring compliance with policies, procedures, and internal audits• Participates in the selection of new employees, assists in training and development of employees, and provides fact-based input for performance evaluations• Provides continuous sales leadership; fosters and manages a sales-oriented team by providing ongoing performance feedback for employees, generating enthusiasm and participation in all sales efforts Show less • Accountable for daily Financial Center operations including oversight of functions that service the day-to-day policy and procedure adherence, and improvement of Financial Center performance, specifically the growth of deposits, loans, and referrals to other bank partners• Develop and maintain an active portfolio of Consumer and Commercial loans, identifying and approving loans within prescribed limits, referring larger and/or specialty loans to bank partners as appropriate• Prepare, review and/or decision all account documentation, including credit quality pertinent to loans, and monitor the administration of the loan closing process• Drives branch performance results through strong personal sales performance and direction of the entire branch team to meet and exceed sales and quality service goals• Drive Financial Center and Market profitability by encouraging day-to-day service and sales activity compliance with policy standards for customer and operational excellence, meet regulatory compliance requirements, and motivate and coach staff toward achievement of sales goals and Financial Center balance sheet growth using bank product knowledge expertise• Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks• Maintain efficient administration of daily operations ensuring compliance with policies, procedures and internal audits Show less

  • Sr. Financial Center Manager, VP

    Jul 2022 - Jan 2024

  • Financial Center Manager

    Jan 2022 - Jul 2022
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  Wilson Bank & Trust

  Jan 2024 - now

  Internal Sales Manager, AVP