Jacob Allen
Oblong,IL
Summary
Experienced and detail-oriented banker with over 5 years of expertise in managing day-to-day bank activities, procedures, and operations within a branch setting. Adapts quickly to new challenges and delivers accurate and error-free solutions that align with customer and organizational requirements. Passionate about providing exceptional service and meeting diverse customer needs while supporting bank goals.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
Work History
Relationship Banker II (Financial Relationship Consultant)
Regions
Robinson, IL
09.2022 - Current
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
Owner/Agent
Erin's Essential Elements
Oblong, IL
01.2020 - Current
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Office Worker
Leggitt Lumber
01.2022 - 09.2022
- Kept office equipment in good working order with routine maintenance like changing out cartridges and adding paper.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Demonstrated proficiency in using Microsoft Office Suite applications to create documents, spreadsheets, presentations – ultimately enhancing the quality of work output.
Loan Processor
First National Bank in Olney
01.2021 - 08.2021
- Utilized loan origination software to process and track loan applications.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
Financial Relationship Specialist
Regions
09.2019 - 12.2020
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Responded to customer requests for products, services, and company information.
Education
Bachelor's - Finance
Eastern Illinois
Charleston, IL 08.2016 - 05.2018
Associate -
Olney Central College
Olney, IL 08.2014 - 05.2016
High school or equivalent -
Red Hill High School
Bridgeport, IL 08.2010 - 05.2014
Skills
- Microsoft Office
- Marketing
- Public Speaking
- Customer Service
- Teamwork
- Accounts Receivable/Payable
- Finance
- Banking
- Compliance
- Tax Filing
- Accounting
Timeline
Relationship Banker II (Financial Relationship Consultant)
Regions
09.2022 - Current
Office Worker
Leggitt Lumber
01.2022 - 09.2022
Loan Processor
First National Bank in Olney
01.2021 - 08.2021
Owner/Agent
Erin's Essential Elements
01.2020 - Current
Financial Relationship Specialist
Regions
09.2019 - 12.2020
Bachelor's - Finance
Eastern Illinois
08.2016 - 05.2018
Associate -
Olney Central College
08.2014 - 05.2016
High school or equivalent -
Red Hill High School
08.2010 - 05.2014
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