Jacob Fish
Livingston,Montana
Summary
Highly motivated and results-oriented Universal Banker with a diverse background in sales, customer service, and operations management. Proven ability to build strong relationships, exceed sales targets, and provide exceptional customer service in a fast-paced environment.
Overview
8
8
years of professional experience
Work History
Teller
First Security Bank
07.2024 - Current
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Educated customers on use of banking website and mobile apps.
Universal Banker
Rocky Mountain Bank
08.2023 - Current
- Transaction processing: Performing teller functions like deposits, withdrawals, transfers, check cashing, and loan payments
- Customer service: Opening new accounts (checking, savings, CDs), issuing debit cards, and resolving customer inquiries and concerns
- Sales: Identifying customer needs and recommending appropriate financial products and services like credit cards, personal loans, and lines of credit
- Account management: Maintaining and updating customer accounts, ensuring accurate records and regulatory compliance
Customer Advocate
PrintingForLess
07.2021 - 08.2023
- Cultivated client loyalty by providing exceptional service and exceeding expectations
- Managed printing projects from quote to delivery, ensuring accuracy and timely completion
- Resolved customer inquiries promptly and professionally, fostering positive relationships
- Identified upsell/cross-sell opportunities to enhance client experience and company revenue
Lead Pharmacy Tech
Osco Pharmacy
01.2017 - 06.2021
- Led pharmacy technician team in ensuring accurate and efficient medication dispensing for high-volume retail pharmacy
- Performed medication verification, adherence packaging, and inventory control
- Provided exceptional customer service, addressing inquiries and resolving medication issues
- Demonstrated proficiency in insurance billing, ensuring accurate claims submission and maximizing patient savings
- Trained new pharmacy technicians and ensured adherence to all pharmacy policies and procedures
Education
Highschool diploma -
Bob Jones University
06-2014
Skills
- Attention to detail
- Customer Success
- Works Well Under Pressure
- Effective Time Management
- Analytical
- New teller training
Timeline
Teller
First Security Bank
07.2024 - Current
Universal Banker
Rocky Mountain Bank
08.2023 - Current
Customer Advocate
PrintingForLess
07.2021 - 08.2023
Lead Pharmacy Tech
Osco Pharmacy
01.2017 - 06.2021
Highschool diploma -
Bob Jones University
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