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Jacob Paez

Jacob Paez

Personal Banker/Senior Teller

Commerce Bank & Trust Company

Hyde Park, MA

Personal Banker/Senior Teller at Commerce Bank & Trust Company





Commerce Bank & Trust Company

Personal Banker/Senior Teller

Train and direct new hires during department orientations

Increased company revenue by over 3 months period by selling various investment products

Lead and educate the team on customer relationship management techniques as well as cross-selling

Manage teller line in a high-volume, multi-teller environment

Deal with difficult/high-profile customer issues

Manage and coach teller team to become knowledgeable advocates of bank products and customer satisfaction

Perform intermediate duties and support related to branch operational activities and financial services

Provide leadership, training and support to less experienced New Account Representatives and other branch staff members

Assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services

Career medium 01
Career medium 05

Housing Opportunity Unlimited

Adminitrator-Executive Assistant/Outreach

Managed office supplies, vendors, organization and upkeep

Answered and managed incoming and outgoing calls while recording accurate messages

Greeted numerous visitors, including VIPs, vendors and directed them to the correct employee or office

Assisted senior recruiting staff with career fairs and recruiting events

Coordinated, scheduled and arranged business meetings, including social events

Reduced overhead by taking on more responsibility with creative and administrative projects

Led, planned and launched innovative, creative and effective communications campaigns to increase community involvement

Coached management on communication tactics with staff and customers regarding organization changes

Managed project deadlines and monitored milestones through completion stage

Performed strategy, vision & mission planning to target a greater market

Campaign project manager, led and managed a group of employees to execute all assign strategy plans


Cambridge College

Bachelor of Science, Management Studies