Jennifer Jones

Branch Manager @CSAA Insurance Group

San Francisco, CA, US
MOBILE NUMBERS
+17•••••••61

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WORK HISTORY

Jan 2013 — Present

Branch Manager @CSAA Insurance Group

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San Ramon, CA, US

Design sales and service strategies to improve branch revenue andretention with sales agentsModel trends and adjust branch plans according to foot trafficPlanned and executed promotional events with CarsNet.com and localbanks to increase insurance sales and local presenceMentor team of 18 to increase sales success and productivity in keymetricsDeveloped and promoted branch employee to leadership roleManage sales, service and operations for Membership, P&C, Life & TravelEnsures compliance with policies, procedures, standards and regulations

SKILLS

CreditTreasury ManagementCustomer ServiceSmall Business LendingLines of CreditLoansTeam LeadershipRetail BankingCredit CardsCross SellingFinancial ServicesBankingRisk ManagementCash ManagementRelationship ManagementSmall BusinessFinanceMentoringConsumer LendingLeadershipCommercial LendingManagement

ABOUT JENNIFER JONES

Founder of Cocobuttery an all natural skincare line. We are on a journey to help you…

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