Jacob Bosman

About Jacob Bosman

I’m passionate about finance and wealth management, with a strong interest in…

Experience

1. Relationship Banker

   Webster Bank

   Oct 2023 — Present

   As a Relationship Banker, I build and maintain strong relationships with individual and business clients, understanding their financial needs to offer personalized banking solutions. I promote and cross-sell products such as loans, mortgages, savings, and investment accounts, ensuring clients receive the best possible advice for their financial goals. I manage accounts, process loans and credit applications, and provide ongoing support to resolve issues and exceed sales targets. I offer expert guidance on financial planning, budgeting, and debt management while ensuring compliance with all regulatory requirements. By staying informed on industry trends, I proactively advise clients on market conditions and help small-to-medium-sized businesses with tailored financial solutions. My focus is on delivering exceptional customer service, team collaboration, and financial literacy, allowing me to build long-term relationships and drive success in a dynamic banking environment.

Education

• University of Connecticut School of Business

  Bachelor's degree, Finance

  2017 — 2021