Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jacob Anderson

Ashland,WI

Summary

Results driven professional with over 3 years of banking experience across two financial institutions. Skilled in leveraging tools to uncover needs and proactively present solutions to client needs or issues. Strong focus on team collaboration to achieve results as individuals and as a branch team. Possesses excellent communication, problem-solving, and organizational skills to smoothly assist customers and colleagues in any capacity needed and grow business while delivering an exceptional customer experience.

Overview

5
5
years of professional experience

Work History

Retail Relationship Banker

BMO
01.2024 - Current
  • Utilize mFC to ensure customers are getting the best of BMO, and capture outside assets and loan balances to improve customer experience and find additional opportunities.
  • Network with businesses through branch events and attendance in community events to grow BMO brand awareness as well as identify opportunities for new business accounts and partner referrals.
  • Assist in colleague development by offering collaborative feedback in customer interactions and future appointments to capture sales and address needs.
  • Support service line when needed in a transactional capacity as well as linebacking or supporting ABs to find opportunities for RRB involvement.
  • Collaborate with BM in planning events and finding outreach opportunities for Bank at Work.

Relationship Banker

Associated Bank
03.2022 - 01.2024
  • Assisted customers with their banking needs and grew relationships to find sales and service opportunities to grow the relationship and meet customer needs.
  • Referred to external partners for private wealth, lending, and business opportunities as appropriate.
  • Processed teller transactions as needed and coached tellers to find further opportunities to capture banker involvement
  • Performed outbound outreach to grow book of business and find new money to foster deposit growth


Firearms Coordinator

DES Distributors INC
07.2020 - 02.2022
  • Developed procedures and best practices for selling firearms and managing risk/errors
  • Collaborated with buyers to follow market trends, capture sales, and meet customer needs
  • Assisted customers with finding the best products and proper accessories and supplies for their firearms
  • Maintained working knowledge of hunting regulations as well as local, state, and federal legislation on firearms
  • Coached firearms specialists to properly process federal forms and assist customers as well as address issues such as warranty repairs or maintenance/safety concerns

Education

Natural Resources

Northland College
Ashland, WI
05-2020

Skills

  • Time management and multitasking
  • Attention to detail
  • Coaching and collaborative feedback to help develop peers and subordinates
  • Drive to Grow the Good
  • Advanced Microsoft Office and advanced Windows and smartphone expertise
  • Customer-centered and driven sales technique to grow sales and enhance customer experience
  • Financial expertise
  • Proactive planning and resourcefulness to address real and possible issues

Accomplishments

  • Associated Bank Banker Certification
  • Notary Public from 6/2022-present
  • F24 BMO Top Performer
  • Consistently in or near Tier 1 Performance
  • Exceptional performance in F24
  • Branch Reps Program 2025
  • BM Pathways beginning 8/2025

Timeline

Retail Relationship Banker

BMO
01.2024 - Current

Relationship Banker

Associated Bank
03.2022 - 01.2024

Firearms Coordinator

DES Distributors INC
07.2020 - 02.2022

Natural Resources

Northland College

Similar Profiles

CREATE PROFILE
Jacob Anderson