Jacob Swartwout
Medford,USA
Summary
Motivated and results-driven professional seeking the Assistant Manager Position at Rogue Credit Unions Member Contact Center. Bringing strong leadership skills, a commitment to customer service excellence, and a proven ability to support high-performing teams in past-paced environments. Eager to contribute to operational efficiency, employee development, and positive member experiences through effective problem-solving and strategic support.
Overview
8
8
years of professional experience
Work History
Assistant Branch Manager
Rogue Credit Union
11.2023 - Current
- Coaching the team how to provide exceptional service while making decisions that meet our loyalty filter.
- Doing Certifications and upkeeping branch compliance on rogue ED’s and audits.
- Working as a collective with the branch manager to meet/exceed branch goals.
- Empowering team members move forward in their career and exceed their personal and work goals.
Member Service Representative
Rogue Credit Union
03.2023 - 11.2023
- Assists members with their account and lending needs; including but not limited to opening memberships, consumer loans and some account maintenance
- Reviews and analyzes member's financial situation with the ability to provide education and solutions that meet the member needs
- Responds to member requests, questions and concerns
- Opens new accounts and non-collateralized loans as applicable and prepares documents in a timely manner with the highest level of accuracy and confidentiality
- Maintains member records, prepares files and any other member documents while maintaining the highest level of confidentiality
- Assists other departments as needed
- Supports and practices Rogue's Vision, Mission, Values and Loyalty Culture
Teller
Wells Fargo
03.2022 - 03.2023
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Manager
Texas Roadhouse
06.2017 - 03.2022
- Driving sales, steps of service, and guest satisfaction
- In conjunction with all Management, enforcing compliance with all employment policies and overseeing cleanliness of restaurant and safety of guests at all times
- Providing or directing all Back of House training
- Managing performance of Back of House employees, including conducting performance evaluations, coaching, and discipline
- Managing food orders and controlling food costs
- Assisting with the development of all Key Hourly employees, Assistant Managers, and Hourly employees by providing daily feedback on performance during one-on-ones
- Reviewing applications, interviewing, and hiring or recommending the hiring of Back of House employees
- Directing work for employees including setting hours and weekly schedules and assigning tasks before, during, and after open hours of the restaurant
- Creating a fun, safe environment by following our core values and operational goals, and implementing contests, theme nights, and creating incentives for the staff
- Understanding, managing, and practicing safe food handling procedures
Education
Crater High School
06-2017
Rogue Credit Union
Management School06-2026
Skills
- Licensed Tax Preparer, Notary Public, Customer Service and Support, Management, Member Relations, Teller Transactions, Service Recommendations, Excellent Communication Skills Verbal and Written
Timeline
Assistant Branch Manager
Rogue Credit Union
11.2023 - Current
Member Service Representative
Rogue Credit Union
03.2023 - 11.2023
Teller
Wells Fargo
03.2022 - 03.2023
Manager
Texas Roadhouse
06.2017 - 03.2022
Crater High School
Rogue Credit Union
Similar Profiles
Nirav PanchalNirav Panchal
IT Support Technician I at Rogue Credit UnionIT Support Technician I at Rogue Credit Union
Kristan HicksKristan Hicks
Lending / Title Specialist / Indirect Funding Specialist at Rogue Credit UnionLending / Title Specialist / Indirect Funding Specialist at Rogue Credit Union
David CosioDavid Cosio
Indirect Relationship Manager at Rogue Credit UnionIndirect Relationship Manager at Rogue Credit Union
Ruth NakitendeRuth Nakitende
Seasonal Part-Time Sales Associate at Yankee CandleSeasonal Part-Time Sales Associate at Yankee Candle
Joshua A. NawrotJoshua A. Nawrot
Budget Officer / Deputy G8 at 78th Training Division (TD)Budget Officer / Deputy G8 at 78th Training Division (TD)