Bobby Jones

Vice President and Branch Manager at Bank of the Bluegrass & Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

/5.0
/ Based on 2 ratings
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Ian Gearhart

I had Mr. Jones for an investments class at Georgetown College and to this day it was the best class I've taken. Having someone who works with investments every day and then teaching it was extremely beneficial. Mr. Jones was able to use real life examples and that made the learning environment so much easier! Forever thankful for all the education and experiences Mr. Jones taught me.

Davonna Saier, MHA

Customer service doesn't get any better than Bobby Jones - hands down! Under his supervision, his team never hesitates to go above and beyond, and I always leave Bank of the Bluegrass feeling better and trusting completely that my money is in the very best of care.

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Credentials

  • Registered Investment Advisor (Series 65)
    Securities and Exchange Commission via Financial Industry Regulatory Authority
    Jun, 2005
    - Nov, 2024
  • Life and Health Insurance Licenses
    Kentucky Department of Insurance
    Oct, 1991
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President and Branch Manager
      • Dec 2002 - Present

      * Manage a full-service banking center at 215 Southland Drive. * Originate and close commercial and consumer loans. * Supervise managed assets. * Secondary market loan origination and referral. * Investment Advisor * Manage a full-service banking center at 215 Southland Drive. * Originate and close commercial and consumer loans. * Supervise managed assets. * Secondary market loan origination and referral. * Investment Advisor

    • Higher Education
    • 200 - 300 Employee
    • Adjunct Professor
      • Aug 2016 - Jul 2021

      I assisted the faculty of the business department by teaching evening classes on a part-time basis. I taught Investments (BUA-342), Insurance and Risk Management (BUA-351), and Financial Institutions and Monetary Economics (ECO-425). I assisted the faculty of the business department by teaching evening classes on a part-time basis. I taught Investments (BUA-342), Insurance and Risk Management (BUA-351), and Financial Institutions and Monetary Economics (ECO-425).

    • Banking
    • 1 - 100 Employee
    • Vice President and Banking Center Manager
      • Jan 1997 - Dec 2002

      * Responsible for a $50MM banking center with 10 employees. * Managed consumer and secondary market loan origination. * Managed a $15MM personal loan portfolio. * Conducted weekly sales and production meetings with staff. * Provided insurance and annuity products for clients. * Responsible for a $50MM banking center with 10 employees. * Managed consumer and secondary market loan origination. * Managed a $15MM personal loan portfolio. * Conducted weekly sales and production meetings with staff. * Provided insurance and annuity products for clients.

    • Loan Officer
      • Jun 1994 - Dec 1996

      * Originated, processed and closed real-estate secured loans for clients. * Analyzed credit reports and financial statements. * Oversight of collection activities for past due loans. * Recorded H.M.D.A data for loan compliance. * Managed life and disability insurance sales production. * Originated, processed and closed real-estate secured loans for clients. * Analyzed credit reports and financial statements. * Oversight of collection activities for past due loans. * Recorded H.M.D.A data for loan compliance. * Managed life and disability insurance sales production.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Customer Service/Loan Representative
      • Nov 1992 - Jun 1994

      * Originated, analyzed, approved and closed consumer loans. * Collected delinquent accounts via telephone, mail and in person. * Handled client litigation matters and attended bankruptcy hearings. * Computed available credit lines for indirect retail contracts. * Balanced and maintained a cash drawer. * Originated, analyzed, approved and closed consumer loans. * Collected delinquent accounts via telephone, mail and in person. * Handled client litigation matters and attended bankruptcy hearings. * Computed available credit lines for indirect retail contracts. * Balanced and maintained a cash drawer.

Education

  • Indiana Wesleyan University
    M.B.A.
    2009 - 2011
  • Louisiana State University
    Diploma, Graduate School of Banking
    2001 - 2003
  • Georgetown College
    B.S., Business Administration
    1986 - 1990
  • ACHS

Community

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