Jacob Pittner
Monument
Summary
Resourceful and personable Financial Service Representative and Service Coordinator with expertise in communications, financial transactions, and operational efficiency. Strong organizational, interpersonal, and leadership skills, all honed by cross-cultural experiences living in three different countries as a military child. Adept at working in fast-paced environments, mentoring new employees, and driving customer satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Adams Bank & Trust
05.2024 - Current
- Manage customer communications, address inquiries, ensure a smooth customer experience, and identify cross-selling opportunities, promoting financial products aligned with customers’ needs
- Monitor and update ATMs, working closely with the Federal Reserve to ensure regulatory compliance and cash availability
- Collaborate with various teams and divisions, loan officers and financial advisors, to meet client needs
- Open and close the bank, following security protocols and preparing for daily operations
- Plan and assist with bank-sponsored events to promote employee engagement
Service Coordinator
Discount Tire
02.2022 - 02.2024
- Streamlined internal service coordination processes, improving productivity and response times
- Collaborated with cross-functional teams to optimize service operations and enhance client experiences
- Implemented quality control measures to maintain consistent service standards
- Played a key role in the onboarding of new employees, providing mentorship and guidance
Tire Technician
Discount Tire
08.2020 - 08.2021
- Ensured customer satisfaction through timely and accurate tire services
- Increased productivity by performing tire repairs and replacements in a fast-paced environment
- Streamlined workflow by keeping workspaces clean and organized for optimal performance
- Provided expert advice on tire maintenance, building strong customer relationships.
Education
Bachelor of Science - Business, Emphasis: Management
University of Colorado Colorado Springs
12.2025
Skills
- Cash Management & Financial Transactions
- Service Coordination & Customer Relations
- Interdepartmental Collaboration
- Account Creation & Credit Card Management
- Online Transfers & Wire Processing
- Resource Utilization & Problem Solving
- Training and Development
- Event Planning & Team Leadership
- Strong interpersonal skills, demonstrated through collaboration with diverse teams
- Teamwork and Collaboration
- Problem-Solving
- Microsoft Office
- Efficiency training: White belt Lean Six Sigma
Certification
- Green Belt certificate in Lean Six Sigma
- The National Society of Leadership and Success (NSLS)
Timeline
Financial Service Representative
Adams Bank & Trust
05.2024 - Current
Service Coordinator
Discount Tire
02.2022 - 02.2024
Tire Technician
Discount Tire
08.2020 - 08.2021
Bachelor of Science - Business, Emphasis: Management
University of Colorado Colorado Springs
Awards
Dean’s List (Spring 2023)
PASSIONATEABOUT
Continuous learning and professional development
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