Jakob Putman
Tacoma,WA
Summary
Focused customer relations professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations.
Overview
4
4
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
11.2021 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
- Educated customers on online banking and mobile banking applications.
- Trained new hires on customer service policies and procedures.
- Cross-sold credit cards, loans and other bank products.
- Wrote employee schedules for the branch.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Member of the Credit Card Ambassador Group.
Claims Coordinator
SEFNCO Communications
11.2019 - 11.2021
- Mitigated client claim exposures through strategic management of claims.
- Handled litigation, complex claims and high-profile cases involving large settlement values.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Put together weekly reports that was sent to all location managers and executives.
- Calculated accident rates to determine trends and worked with supervisor to develop plans to lower incidents.
Education
High School Diploma -
Stadium High School
Tacoma, WASkills
- Report Preparation
- Customer Relations
- Microsoft Office
- Critical Thinking
- Organization and Time Management
- Attention to Detail
Timeline
Client Relationship Consultant
U.S. Bank
11.2021 - Current
Claims Coordinator
SEFNCO Communications
11.2019 - 11.2021
High School Diploma -
Stadium High School
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