Jacob Calkins
Vancouver,WA
Summary
Experienced manager with a focus in retail banking service and operations management. Demonstrates strong customer service skills by effectively resolving customer concerns, benefiting both the company and the customer. Utilizes basic and advanced sales techniques to acquire new clients and drive growth in existing client accounts. Excels in written and verbal communication, creating impactful written and visual materials for leadership and subordinates. Collaborates with diverse groups from multiple departments to accomplish time-sensitive tasks, showcasing adaptability and teamwork. Proven ability to multitask and prioritize work, consistently completing multiple assignments efficiently and effectively. Displays exceptional leadership skills through the successful development of team members and a track record of ten years of successful audits.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Riverview Bank
05.2019 - Current
- Relationship management with Orchard's business owners and surrounding area
- Focus on retention/relationship growth of existing personal and business customers and assist with prospecting new customers
- Supporting bank sales campaign and calling efforts, to include networking events and affiliate partnership joint sales
- Training and development of staff to meet daily and monthly sales and customer service goals
- Daily store operation involving cash management, regulatory and government compliance
- Interact with customers on a rapport basis and handling escalation of difficult circumstances
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Implemented process improvements to increase productivity.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Submitted loan applications to underwriter for verification and recommendation.
- Complied with regulatory guidelines and requirements.
- Complete customer experience from teller line to new accounts, loans while modeling positive behaviors
- High-level analytical skills used to assess and evaluate various aspects of branch operations, coordination of tasks/ workflow, and independently determine solutions to varied, difficult and complex problems
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Assistant Branch Manager
Northrim Bank
09.2016 - 04.2019
- Relationship management with downtown business owners
- Focus on retention/relationship growth of existing personal and business customers and assist with prospecting new customers
- Supporting bank sales campaign and calling efforts, to include networking events and affiliate partnership joint sales
- Training and development of staff to meet daily and monthly sales and customer service goals
- Daily store operation involving cash management, regulatory and government compliance
- Interact with customers on a rapport basis and handling escalation of difficult circumstances
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Complete customer experience from teller line to new accounts, loans, and annuities while modeling positive behaviors
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- High-level analytical skills used to assess and evaluate various aspects of branch operations, coordination of tasks/ workflow, and independently determine solutions to varied, difficult and complex problems
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
Insurance Agent
Elliott Cove Capital Management
01.2017 - 04.2019
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Sold Annuities based on client needs and product requirements.
Service Manager II
Wells Fargo
04.2014 - 07.2016
- Training and development of teller staff to meet daily and quarterly sales and customer service goals
- Daily store operation involving cash management, regulatory and government compliance
- Interact with customers on a rapport basis and handling escalation of difficult circumstances
- Development Action Plan: Setting goals and measuring progress for achieving them
- Processing transactions for customers on the teller line while modeling positive behaviors
- Scheduling and leading meetings for daily activities and events
- Community volunteer coordinator: Present community volunteering opportunities for managers to attend as a group
- Met with customers to discuss service needs and develop effective and practical solutions.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
Infantry Team Leader
US Army
10.2010 - 10.2018
- Analyzed complex information for trends and patterns used by leadership to make informed decision regarding planning
- Created and updated a database of local national personnel used by law enforcement to help prosecute people in legal matters
- Signed for and maintained equipment valued over 1 million dollars
- Communicated with different departments in various locations to correlate information to create detailed products used in planning
- Scheduled assets used to provide security and intelligence for active and future missions
- Used mapping programs to provide detailed geographic information used in planning
- Trained other individuals on use of biometric and information collection techniques and procedures
- Led fire team during infantry dismounted battle drills and situational training exercises.
Education
Bachelor of Business - Management, Marketing
Washington State University
Vancouver, WA01.2021
Bachelor of Business - Marketing, Management
University of Alaska Anchorage
Anchorage, AK01.2019
Infantry School -
US Army
Fort Benning01.2011
Airborne School -
US ARMY
Fort Benning, GA02.2011
Associates degree - Marketing
Fox Valley Technical College
Oshkosh, WI01.2009
Skills
- Operations Management
- Sales Management
- Regulatory Compliance
- Leadership
- Customer Relationship Management (CRM)
- Retail Banking
- Process Improvement
- Customer Satisfaction
- Staff Development
- Financial software
- Audit preparation
- Relationship building and management
Certification
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, Alaska (2017-2020)
- Notary Public Commission
- NMLS
Summary - Qualifications
- Experienced manager with a focus in retail banking service and operations management.
- Strong customer service skills: Demonstrated the ability to resolve customer concerns in a manner that benefited both the company and the customer.
- Demonstrated use of basic and advanced sales techniques to create new clients as well as increase current client account growth.
- Excellent written and verbal communication skills: Created written and visual products to communicate information to leadership and subordinates.
- Work with a multicultural and age varied groups from multiple departments to collaborate skills to accomplish time sensitive tasks.
- Ability to multitask and prioritize work to complete multiple assignments efficiently and effectively.
- Proven leadership ability through successful development of team-members and eight years of successful audits.
Timeline
Assistant Branch Manager
Riverview Bank
05.2019 - Current
Insurance Agent
Elliott Cove Capital Management
01.2017 - 04.2019
Assistant Branch Manager
Northrim Bank
09.2016 - 04.2019
Service Manager II
Wells Fargo
04.2014 - 07.2016
Infantry Team Leader
US Army
10.2010 - 10.2018
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, Alaska (2017-2020)
- Notary Public Commission
- NMLS
Bachelor of Business - Management, Marketing
Washington State University
Bachelor of Business - Marketing, Management
University of Alaska Anchorage
Infantry School -
US Army
Airborne School -
US ARMY
Associates degree - Marketing
Fox Valley Technical College
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