Macey Jacobson
Pagosa Springs
Summary
Dynamic professional with a proven track record at Bank of the San Juans, excelling in performance tracking and CRM proficiency. Skilled in building strong customer relationships and optimizing sales opportunities, I leverage my analytical abilities to generate insightful reports and enhance service delivery, ensuring compliance and quality in all interactions.
Overview
2
2
years of professional experience
Work History
New Account Representative
Bank of the San Juans
06.2024 - Current
- Adhered to standards of quality and service as well as all compliance requirements.
- Set up new customer accounts and updated existing profiles with latest information.
- Analyzed financial data and generated accurate, insightful reports for management.
- Completed routine and complex account updates to resolve problems.
- Built strong relationships with customers.
- Maintained customer records and updated account information.
- Collected customer information and completed new account forms.
- Responded to customer inquiries regarding new accounts and account services.
- Activated new accounts and issued customer identification numbers.
- Presented new and additional products and services to existing customers.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Bank Teller
Bank of the San Juans
09.2023 - Current
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with compromised debit cards and issued new credentials.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Provided customer records, account statements and copies of checks.
- Placed orders for customer checks and verified starting numbers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Education
High School Diploma -
Pagosa Springs High School
Pagosa Springs, CO06-2023
Skills
- Performance tracking
- CRM proficiency
- Due diligence
- Advertising strategies
- Microsoft office proficiency
Timeline
New Account Representative
Bank of the San Juans
06.2024 - Current
Bank Teller
Bank of the San Juans
09.2023 - Current
High School Diploma -
Pagosa Springs High School
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