Zachary Bobst
Cincinnati
Summary
15+ years’ experience in customer service, along with, financial and banking industries experience A proven leader who adds ingenuity, and profitability to the organization A successful manager with excellent written and verbal communications skills capable of relating to all levels of the organization
Overview
33
33
years of professional experience
Work History
Investment Research Specialist
USBII
01.2021 - Current
- Received inbound calls, servicing and referring/cross selling a variety of USBI products
- Perform administrative tasks, online trouble shooting and issue resolution
- Complex account team representative opening specific accounts for clients
Lexus Salesman
Performance Lexus
10.2022 - 04.2025
- Solicited orders from existing customers through phone calls and emails.
- Conducted regular sales meetings to review performance and develop strategies for achieving goals.
- Coordinated delivery schedules with logistics teams to ensure timely delivery of goods.
Online Banking Specialist
US Bank
Cincinnati
01.2018 - 01.2021
- Maintain bank client’s records, enter data, and check transactions for accuracy
- Perform administrative tasks, online trouble shooting and issue resolution
- Processed Domestic, International wires for WMBS Private clients
- Received inbound calls, servicing and selling/cross selling a variety of US Bank products
- Analyze financial accounts to provide financial assistance to consumer/private banking clients
- Demonstrated strong skill of multi-tasking daily thru navigation of AS400 systems, analyzing and performing data entry and updating, while providing excellent customer service
Branch Financial Consultant
PNC Bank
Cincinnati
01.2006 - 01.2009
- In person servicing and selling/cross selling a variety of PNC Bank products
- Cash handling, issue resolution, & atm cash stocking
- Facilitating team and promotional functions for the branch employees
Store Manager/ Co-Owner
Lucky Pony Keg
Cincinnati
01.2000 - 01.2005
- Facilitated all daily functions of store operation including cash handling, and register balancing
- Managed and trained employees regarding customer service, cash handling, and daily store functions
- Responsible for stocking, ordering, & budget auditing
On-call Air Driver
UPS
01.1992 - 01.2000
- Delivery and picking up of parcel packages along with excellent customer service skill.
Education
Work Co-op degree - business administration services
Sycamore High School
Cincinnati, OhComputer Software Proficiencies
- Entire Microsoft Office Suite (Especially Word, Excel & Power Point)
- Typing Speed: 55 WPM
Accomplishments
- Nine-time Gallup customer service award winner for sales and customer satisfaction with PNC.
- Within the first seven months of hire with US Bank, received four prestigious Bronze Shield awards, top performer of the year USBII 2022, #1 stack ranked employee.
- Within 18 months of being promoted, three illustrious Silver Shield Awards, one prestigious Gold Shield award.
- Two-time Legends of Possible winner, first Legends of Possible received in the first ten months at US bank 2018, second Legends of Possible winner 2022 with US Bancorp in second year of employment.
- 4+ Customer Service Star awards for outstanding performance.
- 2 customer obsession awards.
- Recognized for a World-class Csat resolution score of over 90% for the year at USBII in 2022.
References
Available upon request.
Notary Republic
01/01/07, 12/31/12
Summary Of Experience
15+ years’ experience in customer service, along with, financial and banking industries experience. A proven leader who adds ingenuity, and profitability to the organization. A successful manager with excellent written and verbal communications skills capable of relating to all levels of the organization.
Timeline
Lexus Salesman
Performance Lexus
10.2022 - 04.2025
Investment Research Specialist
USBII
01.2021 - Current
Online Banking Specialist
US Bank
01.2018 - 01.2021
Branch Financial Consultant
PNC Bank
01.2006 - 01.2009
Store Manager/ Co-Owner
Lucky Pony Keg
01.2000 - 01.2005
On-call Air Driver
UPS
01.1992 - 01.2000
Work Co-op degree - business administration services
Sycamore High School