Summary
Overview
Work History
Education
Skills
Community Service
Timeline
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Benjamin Jacob

Plainfield,IL

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

9
9
years of professional experience

Work History

Senior Personal Banker

Fifth Third Bank
10.2019 - Current
  • I proactively identify and meet financial needs of customers and prospects with a main focus on acquiring new households and deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership, tele-consulting and referrals
  • Ranked Number 1 Banker in the North Region of Midwest for fiscal 2019 for Loan Sales out of 31 bankers
  • Consistently ranked Top 5 in the Midwest Region for teller KPI's (outbound calls, referrals and customer service)
  • Consistently ranked Top 20 in the Midwest Region for personal banker KPIs out of 164 bankers
  • Performed weekly huddles on driving the business with Revenue, Lending, Operations and held meetings with our one bank partners
  • Performed weekly coaching sessions for fellow tellers and bankers.
  • Developed accurate sales forecasts by analyzing sales feedback and wrote reports for senior leadership.
  • Boosted sales efficiency by streamlining processes and implementing data-driven strategies.
  • Identified new investment opportunities through thorough due diligence and evaluation of growth potential.
  • Strengthened relationships with external partners such as banks or auditors through timely communication and transparent collaboration.
  • Reduced risk exposure by conducting comprehensive credit analyses and recommending appropriate actions.
  • Improved risk management with diligent monitoring of financial transactions for potential fraud or suspicious activity.
  • Developed comprehensive reports on operations performance, providing valuable insights for decision-making processes.
  • Monitored and verified suspicious activity on customer accounts.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
  • Proactively identified potential risks within client portfolios, implementing strategic measures to minimize losses.
  • Supported financial director with special projects and additional job duties.

Personal Banker I

Fifth Third Bank
09.2018 - 10.2019
  • Responsible for cross-selling and deepening existing customer relationships through a combination of: sales, opening checking accounts, credit cards, HELOCs, mortgage refinancings, wire transfers and teller transactions to meet weekly & monthly sales goals
  • Establish close working relationships with Mortgage, Small Business, Commercial and Investment, referring customers appropriate to provide holistic financial solutions.

Teller

Chase Bank
06.2015 - 09.2018
  • Aid in everyday transactions, build rapport and teach customers how to use self-service options
  • Support customers with traditional banking needs and complex service transactions
  • Provide proactive customer outreach
  • Resolve and assist with customer service issues.

Education

Bachelor Degree of Liberal Art & Science -

St. Xavier University
Chicago, IL
05.2015

Associate of Science -

Joliet Junior College
05.2012

Skills

  • Salesforce
  • Microsoft Office Suite
  • Customer Satisfaction
  • Data Entry
  • Web-based reporting tools
  • KPI Tracking
  • Documentation Management
  • Customer Targeting
  • Client Base Retention
  • Sales Reporting
  • Business Development
  • Consultative Sales

Community Service

  • Newark Community High School (Newark, IL), Varsity Head Coach, 2015 Conference Champions (First Conference Championship in School History), 1st Place in PawPaw Tournament (First Tournament Championship in school history), Most Overall Wins in School History
  • Accountant Management for Juventus Soccer Club, Team Accountant, Scheduling, Training

Timeline

Senior Personal Banker

Fifth Third Bank
10.2019 - Current

Personal Banker I

Fifth Third Bank
09.2018 - 10.2019

Teller

Chase Bank
06.2015 - 09.2018

Bachelor Degree of Liberal Art & Science -

St. Xavier University

Associate of Science -

Joliet Junior College

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Benjamin Jacob