Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Banking professional with management experience and exceptional people skills. Versed in sales and operations. Desires a challenging role as a client service associate. 
  • Results-oriented
  • Operations management
  • Client-focused
  • Computer proficient
  • Training and development
  • Quick learner
  • Reports generation and analysis
  • Financial records and processing
10/2016 to 07/2017 ADMISSIONS COORDINATOR Tutera Senior Living | Plainfield, IN,
  • Served as liaison between Southeastern College and prospective students and their families.
  • Communicated Admissions policies as well as promote the quality of a college education.
  • Met and exceeded pre-established enrollment objectives.
  • Successfully led key projects which resulted in increase of appointments.
  • Planned and executed "phone projects" for each of the 9 medical programs available.
  • Maintained Communication via telephone, email and other means of correspondence with students throughout the recruitment process.
03/2015 to 05/2016 MANAGEMENT ASSISTANT General Atomics | Bristow, VA,
  • Responsible for sales, customer service and finding solutions to different scenarios.
  • Met individual goals set by area manager maximizing profitability and fleet growth.
  • Maintained existing accounts while marketing for new business at a minimum of 10 accounts monthly.
  • Recognized and market competitors accounts diligently.
  • Tracked and followed up on statistics to maintain growth and profitability.
  • Organized marketing schedules to reach out to new accounts.
  • Go marketing to body shops, dealerships and businesses to gain corporate accounts.
  • Control by following up with accounts and setting up meetings.
  • Consistently ranked top 1/3rd seller within the South Florida Region.
  • Part of the "Best of the Best" rotation program at Miami International Airport.
  • Consistently ranked top seller for the "Best of the Best" program.
11/2014 to 03/2015 ESCROW ANALYSIS SPECIALIST U.S. Physical Therapy | Unavailable, OR,
  • Audit and review escrow accounts.
  • making adjustments to tax amounts as needed.
  • Open tasks to the appropriate departments and placing analysis stops on loans when necessary.
  • Review all illogical tax and hazard conditions to ensure that loans will pass in the analysis cycle.
  • Determine if correct amounts were credited to escrow accounts from closing and if branch tax schedules were followed.
01/2013 to 04/2014 BRANCH SERVICE LEADER Pnc Financial Services Group, Inc. | Joliet, IL,
  • Led team of 4 tellers with [number] direct reports.
  • Maximized employee retention by creating positive work environment.
  • Maintained compliance with company and legal requirements.
  • Completed quarterly and yearly audits.
  • First point of contact for customers, clients, employees and vendors.
  • Oversaw all teller related tasks.
  • Provided guidance and direction to the teller team to insure strong service, sales and operational performance.
  • Coached, mentored and audited Tellers.
  • Communicated operational changes to branch employees.
  • Ensured branch operational and compliance-related tasks were completed by reconciling daily reports and general ledgers.
  • Ensured company procedures were in place, managing access such as keys and combinations for employees.
  • Served as liaison between branch and Regional Operations Manager.
  • Disseminated information on procedural and operational changes/updates to branch staff.
  • Supported sales process through referrals, conducting observations and coaching teller staff.
  • Worked with corporate support departments to ensure procedural consistency, adherence to internal controls and compliance with regulatory requirements.
06/2012 to 08/2012 RECEPTIONIST University Federal Credit Union | Draper, UT,
  • Greeted coworkers, customers, and vendors at the front desk.
  • Answered and routed a multi-line switchboard.
  • Processed and distributed company mail.
  • Contacted high profile clients to resolve outstanding issues.
  • Arranged and set up corporate meetings.
  • Assisted the operations department with complex filing of confidential and sensitive information.
  • Assisted with other various administrative duties as directed by management.
09/2010 to 03/2012 TELLER LEAD SunTrust Bank | City, STATE,
  • Performed all teller functions within the branch, held in-depth knowledge of systems, processing and procedures.
  • Meticulously organized workflo draft e-mails and communicate through different corporate platforms.
  • Responsible for leadership on the teller line, teller workflow, cash management, and assisting tellers with accuracy in cash handling and balancing.
  • Utilized tools and skills to coach others on defined procedures for bank operations and client service skills.
  • Completed and assisted branch sales staff with basic sales and service maintenance activities.
  • Assisted to weekly conference calls and monthly management meetings to attain coaching information.
  • Conducted weekly sales and service meetings to discuss goals and expectations.
  • Met and surpassed weekly sales commitments.
  • Knowledge of risk management and loss prevention.
  • Strong operational knowledge on banking regulations and procedures.
05/2007 to 09/2010 LEAD TELLER Wachovia Bank N.A | City, STATE,
  • Interacted with new, existing and prospective clients.
  • Addressed issues directly related to client's needs and referred them to the proper specialist.
  • Experienced in sales.
  • Surpassed monthly sales goals set by supervisors on a monthly basis.
  • In charge of branch money by balancing and optimizing the branch totals on a daily basis.
  • Maintained positive customer satisfaction scores based on Gallup surveys throughout employment, received various "Shared Success" awards for recognition.
  • Completed certification to mentor incoming new tellers.
administrative duties, banking, basic, bookkeeping, cash handling, cash management, account closing, coaching, interpersonal, customer satisfaction, Excellent Customer Service, customer service, leadership, loss prevention, managing, marketing, meetings, mentor, access, organizational, policies, quality, reconciling, recruitment, risk management, sales, self-starter, statistics, surveys, switchboard, tax, telephone, view, workflow, written communication skills
Education and Training
Expected in August 2011 B.A | Public Administration FLORIDA INTERNATIONAL UNIVERSITY, , GPA:
Public Administration
Activities and Honors

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