Open To Work
DANIKA JAKOBSEN
U.S. Bank
Marion,IL
Work Preference
Job Search Status:
Open to work
Work Type
Full Time
Location Preference
On-SiteRemoteHybrid
Location:
Marion, IL
Open to relocation:
No
1
Certification
21
years of professional experience
Relationship-focused professional with 20+ years of experience building trusted client relationships, driving business growth, and delivering exceptional customer experiences. Proven ability to assess needs, develop tailored solutions, and collaborate across teams to achieve organizational goals. Recognized for strong communication skills, consultative approach, and exceeding expectations in highly regulated and customer-centric environments.
Work History
5 Years
10.2021 - Current
5 Years
Assistant Vice President/Wealth Management Banker
U.S. Bank | Benton, IL
10.2021 - Current
- Served high-net-worth clients with personalized banking, lending, and deposit solutions to meet unique financial needs.
- Developed and strengthened client relationships, enhancing retention, referrals, and long-term loyalty.
- Partnered with Financial Advisors to deliver tailored wealth management strategies and financial planning services.
- Process complex account openings and lending applications with accuracy and regulatory compliance.
5 Years 7 Months
03.2016 - 10.2021
5 Years 7 Months
Referring Personal Banker II / Investment Representative
Fifth Third Bank | Marion, IL
03.2016 - 10.2021
- Guided clients in budgeting and banking decisions to support achievement of financial goals.
- Identified investment and wealth solutions opportunities, collaborating with Investment Executives to enhance client portfolios.
- Guided clients through budgeting and banking decisions aligned with their current and long-term goals.
- Generated referrals and expanded client relationships through targeted consultative conversations.
10 Years 5 Months
10.2005 - 03.2016
10 Years 5 Months
Customer Service Representative → Financial Services Representative → Personal Banker I
Fifth Third Bank | Marion, IL
10.2005 - 03.2016
- Advanced through roles in retail banking and client advisory services, enhancing client relationships and service delivery.
- Tailored banking product recommendations to align with clients' financial needs and objectives, fostering trust and satisfaction.
- Assisted clients with budgeting, debt management, and everyday banking solutions.
- Ensured precise cash handling and transaction processing, contributing to exceptional customer service experiences.
Education
Bachelor of Science - Forestry
Southern Illinois University | Carbondale, IL | 05-2002
Skills
Financial Planning
Wealth Management Support
Relationship Management
Consultative Sales
Lending & Deposit Solutions
Client Experience
Team Collaboration
Problem Solving
Certification
- FINRA Securities Industry Essentials (SIE),
- FINRA Series 6
- FINRA Series 63
- NMLS Registered
Timeline
Assistant Vice President/Wealth Management Banker
U.S. Bank
10.2021 - CurrentRead more
Referring Personal Banker II / Investment Representative
Fifth Third Bank
03.2016 - 10.2021Read more
Customer Service Representative → Financial Services Representative → Personal Banker I
Fifth Third Bank
10.2005 - 03.2016Read more
Southern Illinois University - Bachelor of Science, Forestry
Read more