Andrew Jacobs
Minneapolis,MN
Overview
14
14
years of professional experience
Work History
Payment Operations Specialist
Principal Financial
Minneapolis, Minnesota
01.2026 - 05.2026
- Processed payment transactions using advanced financial software systems.
- Reviewed and validated payment requests for accuracy and compliance.
- Coordinated with banking partners to facilitate smooth fund transfers.
Treasury Management Document Specialist
US Bank
Minneapolis, Minnesota
05.2025 - 11.2025
- Reviewed documents for accuracy and compliance with regulatory standards.
- Managed Treasury Service Agreement document processing for banking and onboarding for existing clients
Treasury Management Officer
Wells Fargo
Minneapolis , Minnesota
06.2022 - 04.2025
- Dedicated Client Service Officer for Wells Fargo energy, power, and financial services treasury management customers
- Processed ACH and Wire returns traces, and fraud claims
- Implemented products and services
- Provided support for treasury management products
- Provided online support for treasury products
- Processed fraud collection requests for wire ACH and paper check fraud
- Collaborated with internal teams to enhance service delivery processes.
- Resolved client inquiries related to treasury services promptly.
- Reviewed account documentation to ensure compliance with regulations.
- Developed and maintained relationships with customers to ensure effective treasury management services.
- Managed daily cash flow and liquidity for corporate clients.
Home Mortgage Executive Office
Wells Fargo
, MN
10.2020 - 06.2022
- Dedicated Complaint Officer for the Executive Office
- Provided written resolution regarding mortgage loans, foreclosures, forbearance, and mortgage terms
- Established relationships with key partners to ensure successful resolution outcomes.
Fiduciary Management Trust Specialist
Wells Fargo
Minneapolis, Minnesota
02.2018 - 10.2020
- Provided customer service regarding Investment Trust accounts
- Completed dedicated securities trade requests
- Facilitated transfers of assets into, out of client accounts in accordance with instructions provided by trustees, beneficiaries.
- Responded promptly to inquiries from clients regarding their trusts or investments.
- Assisted with the access of annual tax returns for trusts administered by the bank.
Customer Care Executive Office Specialist
Wells Fargo
Minneapolis, Minnesota
02.2016 - 02.2018
- Handled escalated customer inquiries
- Processed courtesy fee reimbursements
- Provided support regarding fraudulent debit card and check transactions
- Provided leadership, insight and mentoring to newly hired employees
- Provided customer service, addressing inquiries and resolving issues promptly.
- Updated customer accounts information in database systems as required.
- Processed complaints from branch locations to provide a resolution on their behalf
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
National Business Banking Center
Wells Fargo
Minneapolis , MM
02.2014 - 02.2016
- Provided customer service to Wells Fargo, affluent business banking customers
- Identified needs of customers promptly and efficiently.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Facilitated Fraud claims for debit card, credit card, check transactions
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Offered products and services to assist the customer financially
- Serviced commercial loans
Wells Fargo Consumer Phone Bank
Wells Fargo
Minneapolis , MN
12.2011 - 02.2014
- Provided customer service to Wells Fargo consumer banking customers
- Process fraud claims for debit card credit card and checks
- Offered products and services to assist the customer of succeed financially
- Banker coach and mentor for new hires
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Bachelor of Arts - Speech, Communications And Marketing
Southwest Minnesota State University
Marshall, MN12-2009
Skills
- Over 15 year of banking experience
- ACH processing
- Risk management
- Customer relationship management
- Advanced Microsoft office experience
- Treasury Management expert including customer service, extensive product and implementation experience and knowledge
- Advanced Financial Fraud experience
- Excellent written verbal communication skills
- Extensive case management experience in a high paced atmosphere
- Mentored and coached new hire employees
- Driven and self-sufficient worker
- Financial analysis
- Attention to detail
- Problem solving
Timeline
Payment Operations Specialist
Principal Financial
01.2026 - 05.2026
Treasury Management Document Specialist
US Bank
05.2025 - 11.2025
Treasury Management Officer
Wells Fargo
06.2022 - 04.2025
Home Mortgage Executive Office
Wells Fargo
10.2020 - 06.2022
Fiduciary Management Trust Specialist
Wells Fargo
02.2018 - 10.2020
Customer Care Executive Office Specialist
Wells Fargo
02.2016 - 02.2018
National Business Banking Center
Wells Fargo
02.2014 - 02.2016
Wells Fargo Consumer Phone Bank
Wells Fargo
12.2011 - 02.2014
Bachelor of Arts - Speech, Communications And Marketing
Southwest Minnesota State University