About » R. Jay Phillips
Jay Phillips is passionate about banker education. His banking career spans 30 years, starting during his high school and college years where he worked in every aspect of community banking. Jay has served as CEO of independent banks, community banks owned by large holding companies and was most recently CEO of a publicly traded, listed regional banking company on the Texas coast.
Jay founded the Bank Operations Institute twenty-eight years ago and continues to direct the Institute, which is now in association with the Independent Bankers Association of Texas and the Southwestern Graduate School of Banking Foundation. He has taught numerous American Institute of Banking courses, RMA/Omega Commercial Loans to Business, and college management courses.
Jay served as the director for Executive and Professional Growth in the School of Management at The University of Texas Dallas. In that role, he managed non-degree programs primarily offered in Dallas’s Telecom Corridor including open-enrollment programs, certificate programs and customized corporate programs. His clients included Fujitsu Network Communications, Volvo North America, Alcatel, and a major soft drink manufacturer.
Now as principal of Cerfis Group, Inc., Jay Phillips is a full-time speaker, trainer and consultant dedicated to assisting clients meet their strategic goals. Phillips is a frequent speaker for industry groups including Texas Orthopaedic Association, Independent Bankers Association of Texas, Marquis Software Solutions, Western Independent Bankers Association, and the Southwest Automated Clearing House Association.
» Strategic Planning
» Bank Employee Education
» Investor Relations
» De Novo Bank Planning
» Mergers & Acquisitions Assistance
» Holding Company Assistance
» Regulatory Compliance
» Valuations & Fairness Opinions
» Human Resources Consulting
» Bank Marketing & Advertising