JERE D. ALLEN, ChFC
126 Harbour Ridge Dr ∙ Dawsonville, GA 30534 ∙ Phone: (678)-491-0628 ∙ Email:
jdallen01@sprint.blackberry.net
PROFILE
Mid-Management Executive with 15 years experience in banking & financial services industry to include most
recent management of commercial lending portfolio & retail banking operations at city level, serving as market
leader and senior banking officer to promote income growth and gain market share in North Georgia Market.
Previous experience includes 7 years in Private Banking/Wealth Management with two Fortune 500 companies.
Objective is to continue personal growth and development through new opportunities in financial services.
Committed to team success, increasing value for employer and shareholders, providing exceptional client
service and a focus on personal leadership and integrity.
CORE PROFFICIENCIES
Commercial Lending
Wealth Management
• Business Stmt. Analysis
• Risk Grading & Underwriting
• Cash Flow Cycle Projections
• Loan Policy & Documentation
• Financial Planning
• Investment Planning
• Estate Planning
• Asset Allocation
Relationship Management
• Multiple Contact Mgmt Systems
• Portfolio Management
• Cross Delivery Product Integration
PROFESSIONAL EXPERIENCE
Retail City Executive II/Business Services Officer – Dawsonville/Dahlonega
BB&T, North GA Region Aug 2007 – Sep 2012
 Tasked to manage commercial credits and majority of portfolio for cities of Dawsonville/Dahlonega
through servicing & growing client relationships, administering for growth, quality & profitability and
implementing strategic calling efforts to improve bank performance. Responsible for all areas of
commercial banking functions to include sales management, integration of various business lines within
the bank sales process, monitoring problem loans and ensuring proper lending process.
 Managed team consisting of 11 employees in all areas of local branch to grow total loans, deposits and
fee based revenue, expand client relationships and ensure the Perfect Client Experience. Lead sales
meetings and provided training & development consistent with the BB&T Coaching Model and
monitored & inspected proper compliance with bank policy.
 Successes include:
o North GA 1st place win in Peer Group multiple years for Retail Decathlon.
o City/Branch with Best Balanced Performance 2 consecutive years.
o 3 employees in top 10 performance in region for 3 consecutive qtrs.
o Individual balance performance at 80.35% on a goal of 75%.
Private Banker III
BB&T, North GA Region Oct 2005- Aug 2007
 Primary relationship manager and point of contact for assigned higher net worth clients in North GA
Region with portfolio consisting of 400 clients in 8 branches and 3 states.
 Delivered and coordinated broad range of financial products and services to include Deposits, Retail
Credit, Trust and Asset Management, Insurance, Investments, & Retail Financial Plans for BB&T’s
Private Banking Segment.
Jere D. Allen, ChFC

Established and maintained excellent working relationships with various bank partners to assist in bank
referral process across multiple product lines.

Numerous awards and achievements to include overall top quartile ranking in 2006, top Private Banker
in Region for 2006, 5th most profitable PB team in entire company, 4th highest referring partner in bank
for investment income 2006 and 220% of deposit goal during market share campaign.
Financial Advisor – Franchise Owner
American Express Financial Advisors, Alpharetta GA, 2000 – 2005
Successfully, grew, managed and sold franchised private practice through AMEX Financial Advisory Services
program. Delivered complete range of financial planning services to include, estate, retirement, investment,
asset allocation and risk management strategies growing portfolio to approximately 175 clients & $25mm in
total assets. Conducted proactive client acquisition techniques to grow practice in niche segment with minimal
supervision in entrepreneurial environment.
Retail Banker
Bank of Dahlonega, Century South Banks, Dahlonega GA, 1995-1998
Military
US Army & US Army Reserves (1991-1998)
EDUCATION & TRAINING
Masters of Science – Corporate Finance
Expected graduation – Dec. 3, 2013
Georgia State University
Chartered Financial Consultant, ChFC (2004)
The American College
B.B.A. Finance (1998)
North Georgia College & State University
H&R Block Basic Tax Preparation Program (1998)
Gainesville, GA
TECHNICAL SKILLS
Proficient in multiple financial analysis programs, Outlook & Microsoft Office Suites to include Excel &
Powerpoint, Quickbooks etc. Currently maintain GA Insurance License. Previously held series 63,66 & 7
securities license.
CIVIC ACTIVITIES
Rotary Club of Dahlonega –Club President (2011/2012), Club Treasurer (2008-2011)
Rainbow Children’s Home – Board Member/Treasurer (2009 – Present)
United Way Lumpkin County – Board Member (2008)