Jeffrey Tauber
Thousand Oaks,CA
Summary
Dynamic financial professional with a proven track record at Northwestern Mutual, excelling in financial analysis and client relationship management. Adept at optimizing processes to enhance client value, leveraging strong communication skills to foster lasting relationships. Committed to delivering exceptional service and driving organizational success through strategic insights.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Westlake Village, CA
03.2025 - 06.2025
- A leading financial service company providing a range of insurance and investment products, known for its strong community and client focus.
- Leveraged expertise in financial services to support organizational goals.
- Analyzed financial data to optimize processes and deliver client value.
Personal Banker 2
Premier America Credit Union
Westlake Village, CA
05.2023 - 02.2025
- A well-established credit union offering membership-focused financial services and products.
- Assisted with account management and processing transactions.
- Enhanced analytical skills by addressing member needs effectively.
Crew Member
Chick-fil-A
Westlake Village, CA
09.2022 - 05.2023
- Thrived in a fast paced environment, significantly improving communication skills.
- Ensured a positive dining experience by taking orders and addressing inquiries.
- Completed opening and closing tasks such as setting up workstations, cleaning surfaces and restocking supplies.
Crew Trainer
California Fish Grill
Thousand Oaks, CA
07.2021 - 09.2022
- Conducted onboarding sessions with new hires, providing them with an overview of company policies and procedures.
- Ensured that all safety protocols were followed during training sessions.
- Performed cashier duties such as taking orders, collecting payments and providing change.
Education
Bachelor of Science - Business Administration
California State University, Channel Islands
Camarillo, CA05-2024
Skills
- Financial analysis
- Financial services
- Microsoft Office
- Intermediate computer skills
- Client relationship management
- Effective communication
Certification
- Life and Health Insurance Licence
Timeline
Financial Representative
Northwestern Mutual
03.2025 - 06.2025
Personal Banker 2
Premier America Credit Union
05.2023 - 02.2025
Crew Member
Chick-fil-A
09.2022 - 05.2023
Crew Trainer
California Fish Grill
07.2021 - 09.2022
Bachelor of Science - Business Administration
California State University, Channel Islands
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