Jacob Lazarus
Cincinnati,OHIO
Summary
Dynamic financial professional with extensive experience at Fifth Third Bank, excelling in client relationship management and financial advisement. Proven ability to enhance customer satisfaction and expand portfolios through strategic upselling and effective communication. Skilled in portfolio assessment and transaction processing, driving branch success and fostering lasting client connections.
Overview
4
4
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
03.2024 - Current
- Met goal of 6 consumer appointments and 20 customer outbound calls per day.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assessed loan portfolios for compliance with underwriting policies.
- Explained very technical financial information to applicants in easy to understand language.
Customer Service Specialist
Dick's Sporting Goods, Inc
08.2021 - 02.2024
- Lead Region in Credit Card Applications
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Responded to customer requests for products, services, and company information.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Maintained up-to-date knowledge of product and service changes.
Logistics Account Executive
Total Quality Logistics Inc.
02.2022 - 11.2022
- Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Networked at events and by phone to expand business profits and revenues.
- Assisted clients throughout sales process and provided after-sales support to assess satisfaction and resolve problems.
Education
High School Diploma -
Oak Hills High School
Cincinnati05-2021
Skills
- Financial advisement
- Banking
- Portfolio assessment
- Loans
- Upselling
- MS Excel
- Financial strategy management
- Transaction processing
- Relationship building and management
- Client relationship management
- Financial services
- Account maintenance
Timeline
Personal Banker II
Fifth Third Bank
03.2024 - Current
Logistics Account Executive
Total Quality Logistics Inc.
02.2022 - 11.2022
Customer Service Specialist
Dick's Sporting Goods, Inc
08.2021 - 02.2024
High School Diploma -
Oak Hills High School