Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jakoby Navis

Oostburg,WI

Summary

Well-versed in the fields of customer service and banking. Experienced in providing high service and resolving complex issues. Strengths include strong verbal communication, problem-solving skills and ability to maintain composure under pressure. Made significant impact in previous roles by improving client satisfaction, retention, and de-escalation.

Overview

5
5
years of professional experience

Work History

Member service Representative

Kohler Credit union
09.2023 - Current

Handle phone calls, live chats, secure messages, emails, faxes, mail, and mobile deposits. Assist members that call in with account information, questions, or issues. File necessary paperwork for name and address changes, account closings, ACHs, stop payments, wire transfers. Set up internal automatic loan payments and transfers. Perform other requests and fix issues as they come in or direct member to correct person or department.

Teller

Kohler Credit union
06.2022 - 09.2023

Assist members with deposits and/or withdrawals. File necessary paperwork for name changes, address changes, and account closings. Use various programs and websites to satisfy member’s needs like Follow the credit union’s cash handling and safety procedures including hourly balancing. Communicate issues with manager and member service reps to solve any problem that may occur. Identified fraudulent activity or suspicious behavior immediately reported it to management.

Cashier

Mini Mart
01.2020 - 03.2021

Run the cash register. Assist customers. Keep the store clean and organized. Stock products and assist with making orders. Handle cash transactions and safe counting .Contact Minit Mart support for technical issues.

Education

Associate of Applied Science - Business Management

Lakeshore Technical College
Cleveland, WI
05.2023

Skills

  • Business essentials technical certificate
  • Project management technical certificate
  • Customer service
  • Communication
  • Microsoft office
  • Policy understanding
  • Financial Transactions
  • Banking knowledge
  • Multitasking
  • Self Motivation

Timeline

Member service Representative

Kohler Credit union
09.2023 - Current

Teller

Kohler Credit union
06.2022 - 09.2023

Cashier

Mini Mart
01.2020 - 03.2021

Associate of Applied Science - Business Management

Lakeshore Technical College
Jakoby Navis