Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Irvin

Missoula,MT

Summary

Professional and hardworking individual who has 5+ years in the banking industry. Experienced in cultivating and maintaining customer relationships no matter their financial goals. Utilizes strong communication and teamwork skills to collaborate with a number of partners across a multitude of areas to assure clients needs are effectively met.

Overview

5
5
years of professional experience

Work History

Client Relationship Consultant

U.S. Bank
07.2022 - Current
  • Cultivated and maintained relationships with clients through a variety of avenues depending on financial needs and goals.
  • Assisted clients with reaching their financial goals by uncovering/understanding their needs and recommending the best products for them. This includes accounts, credit cards, lending, and online/digital services for consumer, business, and specialty clients.

Peak Time Client Relationship Consultant

U.S. Bank
01.2020 - 06.2022
  • Cultivated and maintained relationships with clients through a variety of avenues depending on financial needs and goals.


  • Assisted clients with reaching their financial goals by uncovering/understanding their needs and recommending the best products for them. This includes accounts, credit cards, lending, and online/digital services for consumer, business, and specialty clients.

Junior Graphic Designer

John August Designs
06.2021 - 09.2021
  • Designed website layouts, templates, and unique branded looks.
  • Developed print materials such as brochures, banners, and signs.
  • Enhanced brand recognition by designing unique and memorable logos for various clients.

Peak Time Teller

U.S. Bank
10.2019 - 12.2019
  • Enhanced customer experience by efficiently processing transactions and addressing questions, also processed minimal account maintenance.
  • Managed cash drawer.
  • Made referrals to respective partners depending on client needs.

Education

Bachelor of Arts - Media Arts

The University of Montana
Missoula, MT
05-2022

Associate of Arts - Graphic Design

Montana State University - Northern
Havre, MT
05-2020

Skills

  • Business Banking
  • Retail Banking
  • Marketing
  • Graphic Design
  • Creative
  • Listening
  • Leadership
  • Computer literacy
  • Teamwork
  • Adaptibility
  • Reliable
  • Flexible
  • Problem Solving
  • Time management

Timeline

Client Relationship Consultant

U.S. Bank
07.2022 - Current

Junior Graphic Designer

John August Designs
06.2021 - 09.2021

Peak Time Client Relationship Consultant

U.S. Bank
01.2020 - 06.2022

Peak Time Teller

U.S. Bank
10.2019 - 12.2019

Bachelor of Arts - Media Arts

The University of Montana

Associate of Arts - Graphic Design

Montana State University - Northern