Jason Epstein

Experience

1. Head of Consumer Support and Performance Solutions

   Regions Bank

   Jul 2022 — Present

   Responsible for operations, sales, and service delivery for Regions’ 1,200+ branches:• Member of Regions’ Senior Leadership Team• Assessment and independent oversight of risk and operational controls across the branch network, executed by a group of 60+ Retail Operations Managers and Centralized Monitoring team• Support consistent execution of the Branch Sales, Service & Coaching Process through a team of Consumer Market Coaches and collaboration with field leaders• Identify and close performance gaps across the branch network and Mortgage Business• Communication and change management for new product launches, programs, and initiatives• Branch small business execution support for the branch network through a centralized team of Branch Small Business specialists who assist branches with delivering more complex products and provide guidance for serving Small Business customers• Centralized help desk support for branch bankers and mortgage loan originators• Dedicated Branch and ATM Delivery team, responsible for branch / ATM business cases, build application submission, branch equipment deployment, portable branch, and mobile ATMs• Dedicated team of Lean Six Sigma professionals for Consumer growth initiatives• Design and administer incentive plans for branch associates and mortgage loan originators• Staffing strategy, staffing models, and scheduling for branch associates• Support for new branch growth and attainment of new branch business cases• Retail Integrity program to proactively monitor branch banker behaviors through data analytics and ensure adherence to Regions’ needs-based approach across the branch network• Next Step Financial Wellness program consisting of Financial Wellness Educators and Coordinators• Support branch new hire success through a team of Performance Advocates

Skills

• Leadership
• Sales
• Management
• Retail Banking
• Banking