Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Bertrand

Cohoes,NY

Summary

Adept at processing customer transactions, counting money and maintaining balanced cash drawer with high level of accuracy. Trained in all aspects of opening and closing procedures. Also adept at customer service interactions.

Overview

2
2
years of professional experience

Work History

Credit Union Teller

First New York Federal Credit Union
06.2021 - 11.2023
  • Strengthened member relationships through excellent customer service and timely resolution of account issues.
  • Maintained compliance with federal regulations, ensuring accurate reporting of currency transactions as needed.
  • Supported branch leadership in achieving performance targets by actively contributing to sales strategies and member engagement efforts.

Member Service Representative

First New York Federal Credit Union
05.2022 - 12.2022
  • Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
  • Responded to customer calls and emails to answer questions about products and services.
  • Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.

Education

Bachelor of Arts - Accounting And Business Management

SUNY Polytechnic Institute
Utica, NY
08.2024

Skills

  • Professionalism and Courtesy
  • Strong Work Ethic
  • Stress Tolerance
  • Numeric Aptitude

Timeline

Member Service Representative

First New York Federal Credit Union
05.2022 - 12.2022

Credit Union Teller

First New York Federal Credit Union
06.2021 - 11.2023

Bachelor of Arts - Accounting And Business Management

SUNY Polytechnic Institute

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Jacob Bertrand