Jacob Rathbun
LaVista
Summary
Seeking a position within your esteemed company to build a long-term career. Thrives on engaging with clients and colleagues to gather valuable insights for the role. Natural ability to quickly grasp and retain information, eager to continuously learn and adapt to new products and concepts. Utmost priority is personal and professional growth, essential to expand knowledge in all aspects of work.
Overview
7
7
years of professional experience
Work History
Assistant Branch Manager
Centris FCU
01.2025 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Wealth Analyst
Bank of the West
07.2022 - 09.2023
- Work with Wealth Advisor directly, going to client appointments and opening new accounts and gathering client information while in the meeting
- Collect information and send documents for new accounts, lines of credit, mortgage, and investments
- Call clients on anniversary dates and get them to meet with their advisor at least once a year
- Be the main source for clients to go to with questions, concerns, needs, or adjustments in any form of their financial needs
Senior Relationship Banker
Bank of the West
05.2021 - 07.2022
- Train all new hires from multiple locations across the city of Omaha
- Set appointments and get information to open new accounts for mortgages, home equity lines, and new accounts
- Includes getting all information from the client to ensure the success rate of opened accounts
- Buy and sell all cash shipments from our third party and ensure cash levels are acceptable and available
- Was awarded top performer in the region for 3 straight quarters during the 2021 year
- Top 5 to have the most sales booked
- 2022, I achieved over 300% to goal first second and third quarter and recognized at the divisional level
Service Banker
Bank of the West
02.2018 - 05.2021
- Maintained friendly and professional customer interactions
- Ran transactions smoothly and quickly to ensure customer satisfaction while being 100% accurate with daily balances
- Referred top prospects to my banker who would open accounts, loans, and miscellaneous business
Education
Bachelor’s Degree - Business Management And Leadership
UNO
01.2023
Skills
- Proficient in Microsoft
- Time management
- Fast learner
- Exceptional communication skills
- Strong client relations
- Calm under pressure
- Team player
- Teaching
- Product knowledge
- Salesforce
- Client works
- Adobe
- CRM and SalesForce
Awards
- Top performer in Omaha - Bank of the West – 3 quarters in a row
- Circle of excellence award winner – Bank of the West 2022
- Double AA state baseball champions 14U - 2021
Timeline
Assistant Branch Manager
Centris FCU
01.2025 - Current
Wealth Analyst
Bank of the West
07.2022 - 09.2023
Senior Relationship Banker
Bank of the West
05.2021 - 07.2022
Service Banker
Bank of the West
02.2018 - 05.2021
Bachelor’s Degree - Business Management And Leadership
UNO
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