Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Suzanne Jacobs

Bloomington,IN

Summary

Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs. Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration, and organizational skills,focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities. Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Motivated Relationship Banker enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices. Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to bring 30years' experience in related roles to a dynamic position at Indiana University Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

14
14
years of professional experience

Work History

Relationship Banker II

Regions Bank
Bloomington, IN
06/21/21 - Current
  • Strives to reach branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
    Attempts to reach required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations to acquire new customer relationships and to expand existing customer relationships
    Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
    Coaches and support customers with emerging technology and digital solutions such as mobile, online and ATM offerings.
    Years of customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want
    Proficient at and happy to help resolve customer issues
    Refers customers to an internal team of experts when complex financial goals and needs are recognized

Branch Service Leader

Regions Bank
Bloomington, ID
08.2009 - 06.2021
  • As a BSL (Branch Service Leader) for several years with Regions, under Cindy Walker, Elaina Lavely as well as Shelly Uribe. I am very aware of and actively strive to adhere to and stay abreast of safe and sound banking practices including adherence to all applicable laws and regulations as well as compliance requirements. I have trained many, perhaps a dozen tellers in Southern Indiana while acting as a teller mentor. I have been awarded several SAR rewards. Over the years I have been happy to help train and provide guidance to other associates in many areas with an emphasis on operational issues. I provide daily updates and alerts with respect to compliance and BRCA related topics both during our huddles and slow times and have helped educate and coach our branch to a very proud 97% on our recent Branch Graded Visit

Education

High School Diploma -

Mahopac High School
Mahopac, NY
06-1976

Some College (No Degree) - Accounting

Ivy Tech Community College of Indiana
Bloomington, IN

Skills

  • Account Audits
  • Financial Advising
  • Account Closings
  • Recordkeeping Requirements
  • Relationship Building and Management
  • Cash Handling
  • Persuasive Communication Style
  • Employee Motivation
  • Proficient in Transact
  • Banking
  • Financial Services
  • Teller Support
  • Security Understanding
  • Customer Service-Oriented
  • Teller Background
  • Money Handling
  • Loss Prevention

Affiliations

  • I have many outside activities and hobbies. First and foremost is my family with an emphasis on my 4 grandchildren and their sports activities. Second to that I love to cook and bake.

Timeline

Branch Service Leader

Regions Bank
08.2009 - 06.2021

Relationship Banker II

Regions Bank
06/21/21 - Current

High School Diploma -

Mahopac High School

Some College (No Degree) - Accounting

Ivy Tech Community College of Indiana
Suzanne Jacobs