Jacob Benson
Vista,CA
Summary
Personable and dedicated Customer Service Representative with extensive experience in the financial industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
3
3
years of professional experience
Work History
Member Service Representative
Navy Federal Credit Union
Bellevue, NE
07.2021 - Current
- Provide support to members regarding account inquiries, processing transactions, and resolving issues.
- Adhere to all applicable policies, procedures, regulations, and laws.
- Serve as branch IRA and Trust Representative as specialized role
- Conduct financial education presentations among regional communities
Account Executive Intern
Solidago Management
Omaha, NE
05.2021 - 07.2021
- Built relationships with customers through email outreach and phone conversations.
- Developed and implemented marketing strategies to increase customer engagement.
- Collaborated with team members across multiple departments to develop effective solutions for client problems and sales strategies.
Education
Bachelor of Arts - Mass Communication
University of Nebraska - Lincoln
Lincoln, NE05-2021
Skills
- Customer Focus
- Effective Communication
- Proficiency with Microsoft Office and Adobe Suite
- Service Driven
- Financial Transactions
- Service Recommendations
Desired Qualifications
- Immediate plans to pass SIE exam / CA Life Insurance Exam
- Fully wiling to take and pass additional required exams in allotted time
Timeline
Member Service Representative
Navy Federal Credit Union
07.2021 - Current
Account Executive Intern
Solidago Management
05.2021 - 07.2021
Bachelor of Arts - Mass Communication
University of Nebraska - Lincoln