Jared Gleue

Retired at Retired
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City Metropolitan Area
Languages
  • Spanish -

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5.0

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Sharon Lampe

I am a retired teacher and high school counselor. My husband Alan is a retired business owner. We have known and worked with Jared Gleue for over fifteen years in Afton and Thayne, Wyoming concerning our personal and our business financial matters. When we call Jared or e-mail him, he responds as soon as he is available. Jared is professional, friendly, confidential and totally aware of the latest financial data we need in order to take care of our accountants. Last fall we had some concerns about some former investments and IRA accounts with a company in southern California. In September 2010 Jared suggested and arranged for us to have a meeting with a Wells Fargo investment person. As usual Jared was aware of our situation, and we are pleased with our new local investment counselor. It is difficult being a business owner in a rural area. Jared has been assisting us through some tough business years. Personally Jared has assisted us with our family home in Afton, and also a winter home in Punta Chivato, Mexico. Our son, Greg Lampe, and ER physician in southern California, was so impressed with the personal attention we received from Jared that Greg Lampe moved all his accounts to a Wells Fargo Bank in his area. We were in Mexico in December 2010 when we received the news Jared would no longer be working for Wells Fargo Bank. To say we were upset is to put it mildly. We still have not made the decision about our accounts. We plan to find out what Jared is going to do before we make any changes. The number one asset Jared has is the confidence people have in Jared to handle their affairs in a confidential, secure and honest manner. We totally trust Jared Gleue to handle our finances. We plan to stay in contact with Jared to have him continue to assist us. Alan and Sharon Lampe

Gary Kennedy

Jared has been our in charge all banking transactions for the past 15 years. During this time we have gradually consolidated all other relationships under Jared's direction because he is the absolute model of integrity. In spite of working in a large organization with lots of guidelines he was always able to take care of us regardless of the complexity of our requirements. He even handled many foreign exchange type transactions with more competence than we ever saw from a banker in New Your or Chicago.

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Experience

    • Machinery Manufacturing
    • 700 & Above Employee
    • Retired
      • Apr 2022 - Present
    • United States
    • Banking
    • Community Development Representative
      • May 2011 - Apr 2022

      • Increased calling efforts and reporting for Utah and Wyoming, strengthening relationships with organizations. • Negotiate with agencies to help them get the donations they need while maintaining our budget guidelines.• Solicit business relationships with nonprofits including lending, tax credits, transaction accounts.• Initiated and managed over 140 Wells Fargo Builds volunteer homebuilding projects in two states.• Mentored six new Community Development Officers to train them on their roles.• Communicate the impact of our philanthropy and volunteer work in our communities.• Educate families to achieve and preserve home ownership through grant and volunteer programs.• Serve LMI communities providing funding, counseling, volunteers and financial education opportunities. Show less

    • Sr. Business Relationship Manager/Community Banking President
      • May 2004 - May 2011

      • Improved packaged accounts, those with 4+ products, from 24% to over 55% through enhanced coaching. Outperformed all goals across key metrics. • Consistently passed operational reviews and audits with no findings.• Exceeded business sales and profit goals by over 100%+ each year through focused efforts on building productive relationships. • Managed change during difficult transition and led team and customers through dramatic changes while increasing the customer base and retaining key talent within the branch. Show less

    • Branch Manager
      • Aug 1996 - May 2004

      • Opened and managed new branch location. Introduced the bank to the area, trained employees, and developed customer relationships. • Led growth of new location from start-up to an $18.4MM branch through implementation of a focused marketing plan.• Recipient of Management Excellence Award in recognition of branch growth and excellence in customer service.

    • Business Relationship Manager
      • Aug 1995 - Aug 1996

      • Reduced loan delinquency from 9% to under 2% within only three months.• Exceeded loan growth goals by 90%.• Developed first ever calling program to position the bank as a trusted advisor and improve customer relations.

Education

  • LDS Business College
    Associates, Accounting
  • University of Phoenix
    Bachelors, Business Administration

Community

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