Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Jacob Tyler Owens

Summary

Organized, dependable, and successful at managing multiple priorities with a positive attitude. Willingness to learn and take on added responsibilities to meet team goals. Seeking learning opportunity in the field of engineering to accompany college courses.

Overview

9
9
years of professional experience

Work History

Senior Relationship Banker

Truist Bank
02.2022 - Current
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Collaborated with branch team members to achieve sales targets and improve overall performance.
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.

Relationship Banker II

Bank Independent
04.2015 - 09.2021
  • Adapted products and services to suit customers' changing financial circumstances.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.

Education

Bachelor of Science - Mechanical Engineering

The University of Alabama
Tuscaloosa
05.2026

No Degree - Pre-Engineering

Calhoun Community College
Huntsville
08.2024

High School Diploma -

East Limestone High School
Athens
05.2013

Skills

  • Client Retention
  • Decision Making
  • Financial Planning
  • Organizational Skills
  • Mathematical Skills
  • Analytical Thinking
  • Effective Communication
  • Time Management
  • Problem Solving
  • Conflict Resolution
  • Team Leadership
  • Relationship Building

Timeline

Senior Relationship Banker

Truist Bank
02.2022 - Current

Relationship Banker II

Bank Independent
04.2015 - 09.2021

Bachelor of Science - Mechanical Engineering

The University of Alabama

No Degree - Pre-Engineering

Calhoun Community College

High School Diploma -

East Limestone High School
Jacob Tyler Owens