JACOB CLAPP
Burlington,NC
Summary
A committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
5
5
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Burlington, NC
11.2021 - Current
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Helped customers open and close accounts, apply for loans, and make sound financial decisions
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Educated customers on a variety of retail products and digital solutions, enhancing customer experience
- Followed operational standards, promoting security, risk management, and compliance
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service
- Prepared bank deposits, general ledger postings, and statements
- Informed customers of procedures for depositing checks and applying for ATM cards
- Obtained credit records from various reporting agencies to open new accounts
- Identified transaction errors for unbalanced debits and credits.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
Team Lead
Walmart
Mebane, NC
03.2019 - 10.2021
- Monitored team progress and enforced deadlines
- Collaborated with management team to implement new work procedures or policies
- Gathered business requirements from users to convert to technical requirements
- Organized and prioritized incoming work orders and optimized team workflows and resources to handle dynamic demands
- Interviewed and selected potential new team members from a list of candidates recommended by the recruitment team
- Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth
- Maintained daily inventory to facilitate successful material distribution
- Conferred with other supervisors to coordinate operations and activities within or between departments
- Kept work areas clean, neat, and free of safety hazards to maximize efficiency.
Education
Bachelor of Science - Computer And Information Systems Security
Wilmington University
12.2021
Master of Science - Accounting
Wilmington University
12.2022
MBA - Business Administration
Wilmington University
New Castle, DE08.2023
Ph.D - Public Administration
Liberty University
Lynchburg, VA 05.2025
Skills
- Customer Service
- Relationship Building
- Regulatory Compliance
- Opportunity Identification
Timeline
Personal Banker
Wells Fargo & Company
11.2021 - Current
Team Lead
Walmart
03.2019 - 10.2021
Bachelor of Science - Computer And Information Systems Security
Wilmington University
Master of Science - Accounting
Wilmington University
MBA - Business Administration
Wilmington University
Ph.D - Public Administration
Liberty University
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