Jacob Swoyer, Ccufc Email & Phone Number

Modesto, California, United States

• Lead a team of 9.• Manage 14 Interactive Teller Machines over 5 locations from Clovis up to Tracy.• Review session and coach team to keep high level of member service excellence.• Provide remote management support to my in-person peer’s.• Daily balance of ITM’s including cash and checks of all 14 machines.• Introduced the concept teller referrals, driving growth at the branches I cover.

Stockton

• Complied with and stayed abreast of all policies and procedures, federal and state laws applicable to the job.• Performed monthly operational certifications.• Interviewd customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities.• Answered customer questions, investigated and corrected errors, and determined cause and prevented the errors from… Show more • Complied with and stayed abreast of all policies and procedures, federal and state laws applicable to the job.• Performed monthly operational certifications.• Interviewd customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities.• Answered customer questions, investigated and corrected errors, and determined cause and prevented the errors from re-occurring, left customers feeling good about the Bank.• Cash handling and Teller functions as well as serviced and maintained an ATM• Filled in for a Credit Support Position, duties which included ordering appraisals, spreads, and maintaining Regulation B standards on commercial loans in addition to regular responsibilities. Show less

Modesto, California

Since being brought on I have been performing all the functions of the branch manager including coaching and growing my employee, maintaining operational standards in line with compliance expectations, leading activities to grow the deposit and loan balances of the branch. My responsibilities also extended to mitigation of loss and expenses. In addition to managerial duties I also handled teller and banker roles, I.E Cash handling, opening checking and savings accounts as well as interviewing… Show more Since being brought on I have been performing all the functions of the branch manager including coaching and growing my employee, maintaining operational standards in line with compliance expectations, leading activities to grow the deposit and loan balances of the branch. My responsibilities also extended to mitigation of loss and expenses. In addition to managerial duties I also handled teller and banker roles, I.E Cash handling, opening checking and savings accounts as well as interviewing and inputting loan applications. This also included getting said applications decisioned and, if approved, working with the customer to gather stipulations and fund the loan. Show less

Modesto, California

As a Relationship Banker at a Chase Private Client branch my responsibilities included managing a book of business with our more affluent customers. Warm and Cold calling to deepen existing relationships as well as making consistent referrals to partners in our Investing and Mortgage departments. Opening new checking and savings accounts. As a manager on duty I would act in the capacity of a branch manager in their absence, that included performing cash and operation audits as well as… Show more As a Relationship Banker at a Chase Private Client branch my responsibilities included managing a book of business with our more affluent customers. Warm and Cold calling to deepen existing relationships as well as making consistent referrals to partners in our Investing and Mortgage departments. Opening new checking and savings accounts. As a manager on duty I would act in the capacity of a branch manager in their absence, that included performing cash and operation audits as well as addressing customer complaints. Show less

Galt, California, United States

• Sales / Customer Service• Growing Business and Consumer Relationship’s with Out Bound Prospecting.• Some Cash Handling• Some Manager Responsibilities I.E Discuss Goals During Huddles, Managing Breaks and Lunches, Coaching on Sales Opportunities With Tellers.

Sacramento, California Area

As an In-Store Banker II I was apart of the team that opened the first US Bank branch located inside a Walmart for the state of California. Actively prospected inside the store in addition to off site visits to grow the deposit and loan balances. Warm and cold called to expand current relationships. Preformed teller functions which included cash handling, opened checking and savings accounts as well as entered applications for credit cards and lines of credit.