Jacob Jensen
Hamilton
Summary
Enthusiastic professional highly effective at working with members of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional skills in building rapport, maintaining relationships and working with a team
Overview
6
6
years of professional experience
Work History
Financial Advisor
Meridian Credit Union
07.2021 - Current
- Developed personal rapport with each member to deliver an exceptional member experience
- Cultivated and strengthened relationships with new members and existing partners to grow our deepen the Meridian to member relationship
- Facilitated member satisfaction and renewed customer relations. Retained over 90% of lending and investment business year over year.
- Evaluated member needs and developed tailored solutions to each unique member situation
- Acting as an ambassador for Meridian in the community to organically grow business
Banking Advisor
RBC
01.2020 - 07.2021
- Worked with clients to procure updated financial information on continuous basis.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals in excess of 30 calls in one day.
- Planned, developed and pursued digital onboarding programs within branch environment to attract new business. Increased digital channel usage by over 25% during peak hours.
Client Advisor
RBC
08.2017 - 01.2020
- Informed and suggested new banking products to customers.
- Assisted customers in depositing and withdrawing cash.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Completed daily logs, tracked data and managed clients' book of business.
Education
Diploma - Digital Marketing
Mohawk College of Applied Arts And Technology
Hamilton, ON10.2018
Skills
- Community Involvement
- Team Collaboration
- Dynamic Thinker
- Client Retention
- Solutions Oriented
- Deal Structuring
- Client Loyalty
- Creative Solutions
- Communications Expertise
Affiliations
Liberty for Youth Hamilton
Timeline
Financial Advisor
Meridian Credit Union
07.2021 - Current
Banking Advisor
RBC
01.2020 - 07.2021
Client Advisor
RBC
08.2017 - 01.2020
Diploma - Digital Marketing
Mohawk College of Applied Arts And Technology
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