Rachel Jacobson
Duluth,United States
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level accounting position. Organized, dependable, and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Personal Banker
National Bank Of Commerce
01.2020 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed over 25 calls per day with average account opening rate of 40-60 accounts per month.
- Promoted financial products by maintaining excellent service offering knowledge.
Vault Teller
National Bank Of Commerce
06.2019 - 01.2020
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
- Answered customer questions and explained policies and procedures to solve problems and assist with complex transactions.
- Properly processed deposits, withdrawals and payments for average of 70 customers daily.
Lead Cashier
Whole Foods Co-op
09.2015 - 06.2019
- Processed payments effectively and accurately handled cash, credit, debit and personal check transactions.
- Processed both cash and card purchases and returns.
Education
Associate of Science - Accounting
Lake Superior College
Duluth, MN05.2024
Skills
- GL and Journal Entries
- Customer Service
- Financial Advisement
- Financial Statements Preparation
- Problem-Solving
- Data Entry
Interests
Avid and voracious reader, loves to travel and explore new places, adores listening to new and classic music
Timeline
Personal Banker
National Bank Of Commerce
01.2020 - Current
Vault Teller
National Bank Of Commerce
06.2019 - 01.2020
Lead Cashier
Whole Foods Co-op
09.2015 - 06.2019
Associate of Science - Accounting
Lake Superior College
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