Jacob W. Email and Phone Number

Built and maintained member relationships, delivering personalized financial solutions.Promoted credit union products, achieving or exceeding sales targets through cross-selling. Consistently met monthly goals for checking accounts, HELOC loans, credit cards, and auto loansOpened and managed accounts and resolved member issues.Facilitated loan applications and guided members through the approval processEducated members on financial services, enhancing financial literacy and digital banking adoption.Ensured compliance with credit union regulations, monitoring for and reporting suspicious activities.Collaborated with team members to drive branch performance and member satisfaction

Handling customer transactions, such as deposits, withdrawals, and loan paymentsBalancing cash drawers and reconciling discrepanciesIdentifying and referring sales opportunities to appropriate bank staffAnswering customer inquiries and providing account informationProcessing various banking instruments, such as checks and money ordersMaintaining a high level of confidentiality and security for customer informationCross-selling bank products and services, such as savings accounts and credit cards

Assist the team with all things digital related to ecommerce, digital marketing and web development based on current business needs.Projects related to content creation for social media, ecommerce, and PR.Maintain and grow media outreach lists using Meltwater social listening software.Assist with content and campaigns using digital tools such as Hootsuite, Drip, Shopify, Eventbrite, and Google Analytics.Track and update performance metrics and reporting.

Assisted in launching Sister Bay Furniture to the restaurant industry within a selectregion or state(s). Used online data to research and qualify 1,250 restaurantsGained knowledge and experience in SalesforceManaged Salesforce campaigns and sent list emails to all qualified restaurantsMade an average of 40 calls per day to qualified restaurantsGrew Instagram followers from 50 to 255 over a 3 month periodGenerated social media contentCreated Google and Facebook ad campaigns