Jackson Shaffer

- Displayed Excellent customer service while addressing customer complaints or concerns

- Provided support for all customer service representatives

- Stepped in to the role as a Customer service manager and Branch manager when they were unavailable or out of the office.

- Coached any new or existing crew members in any area they had questions about.

- Problem solved any situation that was in my capabilities before escalating to manager

- Able to be self sufficient and keep myself on task without guidance

- Helped guide new bankers in proper procedure and operations when asked for help

- Be an exemplary role model for the standards that were expected for the Institutions

- Respond to customers in a timely manner

- Be the change you want to see in others.

• Provided a legendary customer experience for their first impression to our bank
• Opened new personal and business accounts including Trusts, Estates, Nonprofits, and Alien accounts
• Accurately referred new business to the correct products that would help serve the customer
• Followed up with any customers who were in need of assistance to get them served in a timely manner, along with responding to various email concerns from current and new customers.
• Learned the art of how to retain current customers through
• Used bam+ due diligence manager in a timely manner for all new accounts
• Tackled any outstanding items that may have shown up on a pending report as soon as possible

• Provided legendary customer service to anyone who entered the bank
• Accurately made deposits or withdrawals including change orders for customers
• Processed loan payments and Gl tickets when needed
• Recommended accounts or CD's based on customers needs or que words
• Strived to continuously improve every day I stepped foot in the building
• Processed account and CD closing documents
• Learned synergy to accurately file documents

• Trained 10+ new Baristas
• Made personal connections with customers and remembered their names to provide excellent service
• Management for 1 year
• Approached every shift with a positive mindset
• Problem solved any customer complaints or technical issues that may have arisen