Jacob Jensen
Hamilton,ON
Summary
Goal-driven financial professional skilled at maintaining relationships and meeting organizational objectives
Well-versed in negotiation, building rapport and providing personalized service. Good communication, multitasking and conflict resolution skills.
Overview
5
5
years of professional experience
Work History
Senior Financial Associate/Manager Delegate
Meridian Credit Union
08.2024 - Current
- Acting branch manager when manager is unavailable or away
- Delivered comprehensive financial planning and advice to clients of varying income levels and complexity
- Maintain a robust and effective relationship with specialized partners both within and outside of the organization to attract new business
- Actively manage an investment portfolio of multiple clients valued at $1,800,000
Small Business Advisor - 6 Month Contract
Meridian Credit Union
02.2024 - 08.2024
- Helped businesses pivot in response to changing market conditions through thorough analysis and strategic financial planning.
- Assisted small business clients and prospects in securing customized lending solutions meet their business objectives
- Managed a book of approximately 750 business clients with varying complexity and needs
- Conducted market research and competitor analysis for informed strategic pricing and negotiation positions.
- Created custom pricing models that allowed businesses to retain more revenue through maximizing their banking value.
Financial Associate
Meridian Credit Union
07.2021 - 02.2024
- Negotiate with clients and prospects on customized solutions for lending and investment options
- Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
- Consistently maintained investment and lending retention rates over 80%
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
Personal Banking Advisor
RBC Royal Bank
01.2020 - Current
- Provided clients with investing lending and day to day banking advice
- Through proactive discovery and ongoing rapport, provided advice on different solutions based on each client's unique situation
- Regularly partnered with various specialists such as Financial Planners, Business Account Managers and Mortgage Specialists to secure new business and grow existing business in excess of $100,000 per referral
Education
Diploma of Business Marketing -
Mohawk College
Hamilton, ON2018
Skills
- Excellent verbal and written communication skills
- Excellent customer service and relationship building skills
- Highly proficient at adapting quickly to new technology and processes
- Good experience with CRM tools and managing proactive leads
Affiliations
- Liberty for Youth - Youth Council Head
- Acting as the senior member of the Youth Council, responsible for researching, developing and executing fundraising initiatives to help at risk youth in Hamilton
Timeline
Senior Financial Associate/Manager Delegate
Meridian Credit Union
08.2024 - Current
Small Business Advisor - 6 Month Contract
Meridian Credit Union
02.2024 - 08.2024
Financial Associate
Meridian Credit Union
07.2021 - 02.2024
Personal Banking Advisor
RBC Royal Bank
01.2020 - Current
Diploma of Business Marketing -
Mohawk College
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