This summary outlines the professional experience of Casey E. Jackson, including 11 years of experience as a bank manager at JPMorgan Chase Bank and Bank of America. Jackson has a proven track record of increasing sales, improving client retention, and growing customer bases at various bank branches.

1. Casey E. Jackson
302 Tellus St. Lakeway, TX 78734 (512) 560-4789 caseyjackson30@hotmail.com
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SUMMARY: Bank Manager with 11 year’s experience in branch management. Vast knowledge of finance, regulatory requirements and
general bank operations. Banking professional whose talents shine in a competitive, innovative and creative environment. Track record of
increasing sales, improving client retention and growing customer base.
PROFESSIONAL EXPERIENCE:
JPMorgan Chase Bank
Bank Manager July 2007 – Present
• 9 year’s experience running branches of various size and complexity
• Last 4 years successfully running mega branch in downtown Austin with 20+ employees and deposits/investments totaling
$750M plus. Maintained a performance level 1 rating consistently for the last 2 years. Grown branch overall balances from
$450M to a current level of $750M in a 4 year period.
• 2 years running a high traffic complex branch in south Austin. In first year took the team from a level 5 branch to a performance
level 2 branch. Moved up over 150 spots during this first year.
• 2 years opening and operating a new build branch in the community of Dripping Springs, including 6 months of pre-sales with a
focus on community involvement and relationship building.
• Consistent top performer leading multiple performance level 1 & 2 teams over the last 9 years
• Mentor and training manager for over 20 promoted and new hire managers over the last 7 years
Bank of America
Bank Manager May 2005 – July 2007
• Top performing bank manager able to quickly turn around an underperforming location
• Assistant Manager in charge of operations for 3 months
• Top performing personal banker and ranked as the #1 personal banker in Austin on the scorecard within first 6 months
Wells Fargo Financial
Credit Manager August 2004 – May 2005
• Responsible for acquiring new customers through daily outbound sales calls – average of 30-50 outbound calls per day
• Offered a number of financial services including home equity loans, signature loans, and credit cards
• Responsibilities included meeting with customers to discuss financial needs, update and manage current accounts, analyze and
underwrite credit for potential cross-sell opportunities
EDUCATION:
Texas State University, San Marcos, TX - Masters of Education in Sport Management
• Graduated with honors maintaining a 3.6 GPA
• Worked an average of 40 hours per week at the University of Texas as a sports marketing intern & Texas State as a graduate
assistant while completing Master’s Degree
Southwest Texas State University, San Marcos, TX - Bachelor of Exercise & Sports Science, Major: Health & Fitness
Management, Minor: Business
• Graduated Cum Laude with an overall grade point average of 3.6
• Dean’s List (1999-2001) with grade point average of 3.6
• Member of the Golden Key and Alpha Chi National Honor Societies
CURRENT ACTIVITIES:
• Current Austin co-chair for the JPMorgan Chase Diversity and Inclusion Council
• Current wellness champion for the central Texas metro region for JPMorgan Chase Bank
ACHEIVMENTS:
• Member of the Golden Key and Alpha Chi National Collegiate Honor Societies
• Advisor and Co-founder for the Texas State Wakeboard Team (2002-2004)
• Sargent of Arms and Treasurer for the Dripping Springs Rotary Club (2008-2010)