Jonathan Leighton
@jonathanleighton
Relationship manager focused on client retention, portfolio growth, and scalable onboarding processes in financial services.
What I'm looking for
I’m a relationship manager with 8+ years of measurable client retention, account growth, and stakeholder engagement across financial services and high-volume consumer environments. My through-line is simple: clients stay, accounts grow, and problems get resolved before they escalate.
As a Branch Manager, I developed district-wide growth strategies that expanded Wealth product adoption, drove $2.5M+ in client portfolio growth, and tied cross-branch performance to regional KPIs. I also built and deployed operational continuity frameworks to standardize escalation protocols and reduce service disruption risk.
I’ve consistently improved the client experience and team execution—redesigning onboarding and talent acquisition workflows to cut time-to-hire, lifting branch performance scorecards, and increasing referrals versus prior averages. In my earlier roles, I maintained full client retention and earned commendations from commercial stakeholders.
Before banking leadership, I delivered strong customer lifecycle outcomes in high-volume membership operations and supported compliance through detailed incident reporting as a Security Officer. I bring a disciplined, process-driven mindset to stakeholder collaboration, CRM accuracy, and customer satisfaction.
Experience
Work history, roles, and key accomplishments
Branch Manager
Community Bank
Nov 2024 - Present (1 year 7 months)
Developed a district-wide growth strategy that expanded Wealth product adoption from 1 qualifying branch (2025) to 4 branches on pace for 2026 targets by Q1. Drove $2.5M+ in client portfolio growth and improved branch performance scorecard performance by 94% while increasing referrals by 53%.
Branch Manager
Union Bank
May 2024 - Nov 2024 (6 months)
Managed commercial and retail client accounts for a newly launched branch as the primary point of contact, maintaining 100% client retention throughout tenure. Oversaw compliant onboarding and account opening workflows in an undeveloped market despite persistent staffing constraints.
Retail Banker
TD Bank
Jun 2022 - May 2024 (1 year 11 months)
Ranked 1st or 2nd in branch for client engagement and cross-sell performance each quarter and earned top-8 statewide standing in two separate quarters. Exceeded quarterly goals up to 113% by tailoring solutions to client needs, and maintained strong NPS-equivalent satisfaction scores (only 1 rating below 80%).
Security Officer
Allied Universal Security
Jun 2020 - Jun 2022 (2 years)
Maintained detailed operational records and stakeholder-facing incident reports for a high-traffic, multi-department facility. Supported cross-functional compliance and management oversight through accurate documentation.
Member Services Manager
The Edge Sports & Fitness
Jul 2018 - Mar 2020 (1 year 8 months)
Achieved near-zero voluntary churn across the membership base, with recorded departures driven by relocation or financial hardship rather than dissatisfaction. Managed end-to-end customer lifecycle operations—including onboarding, renewals, account changes, and cancellations—while ensuring billing accuracy, CRM data integrity, and policy compliance.
Education
Degrees, certifications, and relevant coursework
Northern Vermont University
Bachelor of Health Science, Health Science
Earned a Bachelor of Health Science from Northern Vermont University.
Availability
Location
Authorized to work in
Job categories
Skills
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