Jackson Mccormick Email & Phone Number
Who is Jackson Mccormick? Overview
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Jackson Mccormick is listed as Account Manager at BMO U.S., a with 109 employees, based in Tulsa, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Jackson Mccormick.
Jackson Mccormick previously worked as Personal Banker II at Bank Of Oklahoma and Personal Banker I at Bank Of Oklahoma. Jackson Mccormick holds Bachelor'S, Business Administration from University Of Oklahoma.
Email format at BMO U.S.
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About Jackson Mccormick
I graduated from the University of Oklahoma with a Bachelor's degree in Business Administration in May 2021. Since then, I have worked as a Personal Banker at Bank of Oklahoma, first as a level I and then as a level II. My core competencies include data analysis, analytical skills, and account management.As a Personal Banker II, I provided a superior level of service by identifying clients' needs and offering Bank products and services. I exceeded financial advising referral expectations, with 51 referrals for BOK Financial Advisors in two months. I also expanded existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. I worked with my team to support clients in achieving their financial goals, educating and assisting them with self-service resources, and resolving client issues. I am motivated by delivering exceptional service and creating meaningful, lasting relationships with clients. I can bring diverse perspectives and experiences to the team, as I have a strong background in business administration and data analysis.
Jackson Mccormick's current company
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Jackson Mccormick work experience
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Account Manager
Personal Banker Ii
● Provided a superior level of service by identifying clients’ needs and recognizing andacting upon opportunities to offer Bank products and services.● Exceeded financial advising referral expectations, with 51 referrals for BOK FinancialAdvisors in two months.● Expanded existing relationships through profiling, proactively seeking retail and smallbusiness lending opportunities, and closing loans.● Processed customer requests for statements, ordering additional checks and updatingcustomer personal information in the database.● Built meaningful, lasting relationships and provided exceptional service to new andexisting clients.
Personal Banker I
● Maintained knowledge of all aspects of the teller line including processing transactions,balancing cash drawer and vault, and basic branch operations functions.● Supported clients in achieving their financial goals by resolving client issues, engagingthem to understand their financial needs, identifying thoughtful solutions, and providingextraordinary delivery of products and services.● Engaged clients to educate and assist with conducting transactions through self-serviceresources such as mobile banking, online banking, or ATM.● Performed all functions related to opening and closing accounts including assistingcustomers with the appropriate selection of accounts.
Jackson Mccormick education
Frequently asked questions about Jackson Mccormick
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What company does Jackson Mccormick work for?
Jackson Mccormick works for BMO U.S..
What is Jackson Mccormick's role at BMO U.S.?
Jackson Mccormick is listed as Account Manager at BMO U.S..
Where is Jackson Mccormick based?
Jackson Mccormick is based in Tulsa, Oklahoma, United States while working with BMO U.S..
What companies has Jackson Mccormick worked for?
Jackson Mccormick has worked for Bmo U.S. and Bank Of Oklahoma.
How can I contact Jackson Mccormick?
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What schools did Jackson Mccormick attend?
Jackson Mccormick holds Bachelor'S, Business Administration from University Of Oklahoma.
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