[var] => content
[type] => preview
[var] => cut_url
Jeffrey L K. ◊ .. or ..
Resident of Park City, UT. Willing to relocate and travel.
Strategic Marketer, Thought Leader, Team Builder, Product Management
Executor and Outcome Reporter for companies
seeking to costefficiently
markets and gain a competitive advantage.
Strategic Product Development & Management, Marketing Promotion
and Programs ◄
leader with proven success acquiring, crossselling and retaining profitable
banking and financial services clients. Directs crossfunctional teams
to support major business objectives and channel or segmentspecific
opportunities. Develops and deploys complex, integrated marketing programs
and personalized CRMbased lead generation strategies. Empowers employees
and coordinates business units to work together to meet formidable sales
and referral goals. Extensive experience in product management and marketing
communications. Creative thinker with ability to develop unexpected
but strategically sound solutions. Resourceful selfstarter with strong
work ethic, high energy level, and solid team, thought leadership and
consultative skills. Expertise in:
||Online & Social
||Market Research & Testing|
||Design of Learning Solutions
of “Innovative Partner of the Year Award” from Affinion Group
directed integrated communications efforts to achieve a % retention
rate in top two client tiers during market collapse at Zions
communications drove acquisitions to exceed budget and goals by %
for the first half of .
a % mailing response rate for a business lunchtime investment
seminar and a % ROI for a trust mailing to attorneys and accountants.
unit assets under management from $MM
to over $.B at Chevy Chase Bank. Increased annual investment sales
from $ million to $ million, a % lift.
online and directmarketed insurance and affinity products business
from a tiny subsidiary into a thriving multiline business with over
, bank customers and $, in net annual fee income.
As affluent segment
manager, drove complex marketing programs which resulted in record sales
and profits. One such campaign in resulted in , new checking
accounts, a % lift in home equity applications and % increase in
quarterly investment sales volume over a week period.
implementation task force and marketing promotion for the Home Loan
Express fastdecision mortgage offering, yielding $MM in annual
loan volume in a declining market.
Present STRATEGIC MARKETING CONSULTANT
Park City UT
Homebased freelance strategic
work pursuant to permanent employment
various services including: SEO/PPC site and competitor analysis, website
and sales presentation improvement, direct marketing and communications
planning, marcom process development and general strategic marketing
consultation. Consulted to several companies, including: a midsized
Texasbased direct marketing agency, a major regional bank based in
the Southeast, a growing community bank based in Northern VA and a Health
Savings Account HSA provider based in the Western US.
contributed to a direct marketing plan for new checking household acquisition
and home mortgage acquisition/crosssell for a major regional bank.
Conducted an SEO
website and competitor analysis for a Northern VAbased community bank.
Delivered a full
website review and SEO analysis for a leading supplier of Health Savings
to increase HSA account balances and improve profitability through education
and access to automated savings programs, implementation of a tiered
fees and by purging low balance accounts.
ways to promote sales of a book through a combination of PR, SEO and
Outlined a process
of how to produce case study sales support materials ontime and onbudget
/ DIRECTOR OF MARKETING & COMMUNICATIONS
Zions Bancorporation Contango
Capital Advisors & Western National Trust Co Salt Lake
Investment Advisory & Trust Divs of
top US bank with $B in deposits in
In this senior
strategic position, reporting to the President, the mission was to guide
these firms into and through their growth phases. Developed and executed
marketing plans, promotions and communications programs. Researched
segments and target markets and developed and implemented cohesive messaging.
Led team of , consisting of an external PR Manager and two Marketing
Communications Managers. Supported client development by leading the
production and updating of pitchbooks, presentations, brochures, fact
sheets, white papers, banker educational modules and other collateral
and media. Oversaw firm’s electronic marketing efforts, including
supervision of design and maintenance of firm’s banker, client and
public websites. Work product accessible at .
was a solid contributor to the Senior Management team at Contango. Jeff
put all he had into each project and initiative.
would be an asset to any organization.”
Travis Grimm, Chief Operations Officer, Zions Bancorp/Contango Capital
firm to record run for first half of , placing revenues % ahead
of budget and goal.
Realized an exceptional
% retention rate in the top two client tiers with regular client communications.
deployed BtoB and BtoC direct marketing programs to drive sales
and revenue. Trust mailing resulted in over a x return over mailing
cost. piece event invitation and followup resulted in HNW clients
and deployment of published media articles, newsletters, press releases
and web assets across the Bancorp’s decentralized operating structure.
Mailed newsletter to , clients and prospects.
video and press articles generated from PR and principals’ speaking
engagements and posted press wins to company website, client portal
and bank publications. Added media to blog and email program to over
million Wall Street Journal subscribers. See press archive at .
implemented private label brand conversion program to adopt local bank
names to improve brand recognition.
Created an integrated
client referral program to provide advisors with % bonus compensation
for sourcing prospects from existing clients.
/ VICE PRESIDENT – MARKETING, SENIOR PRODUCT MANAGER
– FINANCIAL SERVICES
Chevy Chase Bank & Chevy Chase
Financial Services, now a div. of Capital One
US bank with $B in assets & offices; in mortgages &
top in home equity
hired by Bank to transform a small inhouse brokerage into a premier,
fullline provider of investment advisory, financial planning, brokerage
and insurance services. Acted as key product management builder of brand,
strategy, promotion, crosssales, training and communication to drive
investments and insurance businesses growth in excess of % per annum.
Increased scope and became key architect and change leader to acquire,
crosssell and retain customers across all bank lines of business, with
particular focus on the affluent market segment. Led team of three and
matrix teams to implement strategic marketing initiatives and segmented
your continued work to develop marketing strategies and programs to
increase awareness and interest in
investment and insurance offerings and drive referrals to Financial
Advisors, you made important contributions
delivering on the breadth of products and services dimension of the
Chevy Chase Bank brand.”
Terry Cole, as SVP and Marketing Director, Chevy Chase Bank recognizing
As affluent segment
manager, installed groundbreaking market segmentation approach to focus
resources to better serve the banking, borrowing and investing needs
of the upscale Washington DC metro market.
yearend marketing promotions to acquire, crosssell and retain affluent
subsegments. Generated over K checking accounts over weeks, a
% lift in home equity applications and % increase in quarterly investment
sales volume in . Key element was management of sales prompts.
management on deposit product strategy and the need for a bumprate
CD product and
checking acquisition program. This product accounted for % of total
CD sales volume.