Jared Bellar
Omaha
Summary
Dynamic Client Relationship Consultant with U.S. Bank, skilled in financial analysis and customer relationship management. Proven track record in enhancing client loyalty and profitability through tailored banking solutions. Adept at mentoring peers and leading teams, consistently achieving performance goals while fostering strong client connections.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant
U.S. Bank
Omaha
07.2022 - Current
- Opened new accounts, both business and personal, for customers, including checking accounts, savings accounts, certificates of deposit, money markets, business checking and savings, business credit cards, business reserve lines, and payment solutions.
- Work closely with a business banker and send referrals to them when having conversations with customers about business loans, such as quick loans and equipment financing.
- Analyzed clients' needs and financial statements to offer customized banking solutions, and to develop tailored banking strategies.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Put together and executed loan documents and help customers apply for loans.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Conducted outbound calls to follow up on leads and alerts.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish TCRs, maintain accounts, balance cash drawers, and open new accounts.
Education
Bachelor of Science - Business Management
Wayne State College
Wayne, NE11-2020
Associate of Science - General Studies
Southeast Community College
Lincoln, Nebraska, NE12-2018
Skills
- Customer relationship management
- Financial analysis
- Account management
- Loan processing
- Business referrals
- Sales strategy development
- Online banking setup
- Client acquisition
- Team leadership
- Effective communication
Certification
- NMLS
- Notary Republic
Accomplishments
- I am apart of the Male Ally Group who supports or Women's Leadership Group.
- I have been a mentor for a new hire and am currently mentoring another new hire as well.
- I am a Peer Leader for a Peer Leadership Group of CRC's around our district.
Timeline
Client Relationship Consultant
U.S. Bank
07.2022 - Current
Bachelor of Science - Business Management
Wayne State College
Associate of Science - General Studies
Southeast Community College