Jacob Willard Email & Phone Number

Panama City Beach, Fl, Us

Panama City Beach, Florida

Selected to pilot the organization's Management Trainee program, acting as a branch manager while undergoing extensive cross-training in every area of credit union operations and leadership development methods. These areas include branch operations, commercial lending, collections, and more. During this program, I also completed Leadership Bay through the Bay County Chamber of Commerce, while maintaing an active presence at community events, and serving as a board member for numerous professional groups.

Subject matter expert for all collections department legal aspects. Proficient in small claims litigation, legal document review and creation, skip tracing, as well as other loss recovery methods.

Santa Rosa Beach, Florida

Created a high performing team, meaningful customer relationships, and exceeded target metrics. Received Promoter Circle award for Q1 2022 for NPS (customer experience) scores. Supported my team of tellers and bankers around deposit accounts, credit products (credit cards, loans, lines, and mortgages), as well as partnering with other divisions such as Wells Fargo Advisors and Merchant Services. Exceeded highest targets for all growth metrics and risk management criteria in Q1 2022. Managed multiple branches across multiple districts to drive success for customers, peers, and company.

Panama City, Florida

Fostered team member development through effective individually tailored coaching. Created development plans with team members and held coaching sessions to ensure continued skill development and customer focus. Responsible for managing branch audit records and conducting customer experience strategies. Supported business growth by working with teller team to create introductions to bankers.

Panama City Beach, Florida

Handled associate hiring and new hire orientation. Held coaching sessions for associates with performance improvement opportunities. Verified store compliance for corporate audits and HR record keeping. Completed weekly scheduling for all customer service employees (30+ associates). Ensured client satisfaction scores exceeded standards through tailored coaching and team skill development.

Panama City Beach, Florida

Management role ensuring that key tasks are completed in order to ensure store readiness for prime time business hours. Also handles store quality issues at close to allow for complete business readiness at opening the following day.

Panama City Beach, Florida

Handled associate's time cards, scheduling, coaching, and daily supervision. Also responsible for currency flow in and out of store's front end.

Panama City Beach, Florida

Panama City Beach, Florida

Master'S Degree, Organizational Management & Communication

Bachelor'S Degree, Psychology

Primary focus on interpersonal psychology and professional communication.

Associate Of Arts - Aa, Psychology

Additional courses taken in Economics and Business.