1. JEREMY E. FISHER
5392 Gunpowder Drive
Hickory, NC 28601
H: (828) 345 1113 C: (828) 514 2181
fisherjk@charter.net
Business Development & Relationship Management Executive
With a Track Record of Proven Success
Over 7 years focusing on Public & Institutional Banking
Business Development Client Retention Commercial Finance Cross-Selling
Government Banking / Finance Institutional Banking / Finance
Investment Management Loan Originations Portfolio Management Project Finance
Public Finance Relationship Management Sales Sales Management
EXPERIENCE
RBC Bank (USA) 2002-Present
Director of Public and Institutional Banking 2007-Present
Charged with building and managing a portfolio comprised of local government entities by
providing financing to educational institutions, municipalities and for utility projects:
· Develop qualified prospect lists
· Present a range of financial products to clients, including: credit, treasury management services, capital
markets, merchant services, derivatives and work-place banking solutions
· Close finance / loan transactions ranging from $250K to $20Mil
· Provide a consultative sales approach to leverage cost-efficiencies within the organization
· Identify cross-sell opportunities for each relationship
· Collaborate with underwriters and analysts on credit risk evaluations and portfolio management
· Work with the Deposit Team on pricing for profitable depository relationships
· Participate in various local government conferences and meetings
ACHIEVEMENTS
· Grew loan portfolio by 67% over a three-year period
· Grew deposit / investment portfolio by 145% over a four-year period
· Ranked as a top producer for government banking every year
Market Executive 2004 2007
Responsible for maximizing Banking Center revenues and increasing client satisfaction
while minimizing risks and losses:
· Recruited and developed talent and ensured that they were bank compliant
· Managed the portfolio of key business clients to attract, retain and develop relationships
· Executed sales and market management activities with a focus on maximizing employee capabilities
through performance management and coaching
· Drove business through creative sales and marketing strategies, including, community involvement
· Partnered internally and externally with centers of influence, referral sources and community leaders
to enhance RBC Bank brand awareness
ACHIEVEMENTS
· Ranked as a top producer for business banking every year
Insurance Specialist 2002 2004
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2. Delivered banking solutions and referred other RBC Bank services to clients through cross-
selling initiatives:
· Prospected leads by working with clients, prospects and centers of influence
· Collaborated with RBC affiliates (e.g. Capital Markets, Wealth Management) in handling complex
banking and credit client needs
· Established relationships with internal and external sources (e.g. Banking Center Managers,
Commercial Relationship Managers, Wealth Management Consultants and professional organizations)
to share leads and stay abreast of market conditions
ACHIEVEMENTS
· Ranked #1 in insurance sales every year
Thrivent Financial for Lutherans 2001 2002
Financial Advisor
Responsible for building and protecting client wealth:
· Provided various insurance and investment solutions
· Implemented creative marketing strategies
· Involved in endowment projects for local and regional non-profits
Lenoir-Rhyne University 1999 2001
Director of Institutional Research and Planning
(reported to University President)
Responsible for compiling institutional data to create forecast models for enrollment, salary
studies, etc. with the goal of utilizing data to assist the President with planning initiatives:
· Directed research activities and programs
· Consulted on issues pertaining to institutional effectiveness and planning
· Provided data coordination for federal and state reports and other critical external constituencies
· Held memberships in a variety of associations and committees (e.g. The Southern Association of
Institutional Research, The Society of College and University Planners, Lenoir-Rhyne University
Alumni Board of Directors, International School of Kuala Lumpur Alumni Association and more)
Interim Registrar 2001
Provided leadership for a smooth transition for a new full-time Registrar:
· Supervised a five-member staff
· Administered the continuing implementation of a new software system
· Oversaw freshman preview programs and graduation
Catawba Valley Community College 1998 1999
Director of Institutional Research, Planning and Effectiveness
(Reported to College President)
Responsible for compiling institutional data to create forecast models for enrollment, salary
studies, etc. with the goal of utilizing data to assist the President with planning initiatives:
· Supported long-range and strategic plans to increase institutional effectiveness and to ensure
compliance with SACS recommendations
· Provided support for program review, data coordination for state-wide reports and
accountability/performance measures
· Assisted in identifying and coordinating professional development for faculty and staff
· Held memberships in a variety of associations and committees (e.g. The Association of Institutional
Research, The Society of College and University Planners, the President s Council and more)
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3. Auburn University 1995 1997
Research Associate / Coordinator (Dept of Economic and Community Affairs Grant)
Coordinator of Supplemental Instruction
Vice President for Student Affairs
(Reported to Associate Provost for Academic Affairs and Vice President of Student Affairs)
Held these three roles simultaneously:
· Provided support for project/management development in the Provost Office for Assessment and
Quality Improvement
· Acted as a consultant and liaison with local government s Economic Development Revolving Loan
Fund and the governor s office on a Quality Management System Project, which won acclaim
nationally and internationally
· Handled research analyses, report / grant support and trained staff on quality improvement
· Held University memberships and was a member of The American Association of Higher Education
Marquette University 1991 1995
Instructor
· Taught courses in logic, ethics and the philosophy of human nature
Telemarketing Supervisor
· Hired, trained and supervised 70+ undergraduate and graduate student telemarketers for the Annual
Fund; exceeded goal of $400K for the Fall Semester
· Assisted in operations and strategy
EDUCATION
Auburn University 1997
Doctorate of Philosophy
Auburn, AL
Institute for Christian Studies 1991
Master of Arts
Toronto, ON
Lenoir-Rhyne University 1988
Bachelor of Arts (Honors)
Hickory, NC
TECHNICAL
Microsoft Applications Salesforce
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