Jerry has over 15 years of middle and upper level management experience in the banking industry. He is a global thinker and has focused on strategic initiatives throughout his career. His approach to process improvement, strategic planning, performance measurement, and system implementation has yielded significant returns for his clients and employers.

Jerry worked with Bank of America and Wachovia as a project manager. He assisted line of business leaders in needs assessment, solution creation and implementation of an array of process enhancements, system conversions and change management. He also provided subject matter expertise related to business objectives in Treasury Services, Retail Branch Banking, Contact Centers, Consumer Credit, Mortgage and overall Leadership.

Jerry was the contact center director for a large community bank. He expanded department of 14 inbound telephone representatives to 40, added Online Banking group, internal branch-support unit, and corporate switchboard. He also implemented numerous processes and programs designed to improve operational efficiency, sales productivity, customer satisfaction and internal credibility. He improved answer rate efficiency by 25% and tripled gross loan production. He also created internal supervisory and team leader positions and created and implemented employee teams designed to maintain high morale, create leadership opportunities, and enhance overall effectiveness of the department. He worked with senior leadership to establish strategic and tactical objectives and worked with leadership of retail banking network to assure highest level of customer satisfaction through coordinate communication and resource allocation.

Jerry also represented the call center of a major regional bank during implementation of new sales model in four call centers with 800 employees and worked with vendors to develop training and implementation strategy designed to maximize employee acceptance and practical application. He delivered pilot training sessions to department management and first wave of employees and worked with management team to develop effective monitoring and coaching strategy.

As a Project Manager, Jerry represents bank clients in all aspects of enterprise-wide implementation of multi-million dollar retail and CRM platform. He works with vendor, IT, department leaders, and representatives from other banks regarding feature functionality, testing, integration with other processes and systems, pilot strategy, training development, rollout schedules and timelines. He also manages vendor relationship throughout project lifecycle.