Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

My backgroung consist of 9 years in commercial banking, consumer financing, loan administration, default management and customer service. Excellent analytical and communication skills. Banking professional offering vast knowledge of banking regulations and compliance procedures. Dedicated to maintaining professionalism and integrityExperience in cross-selling, Pre and Post Implementions in policy and procedures to enchance customer experience and overall team engagement.

  • Leadership communications
  • Collaborative Leadership
  • Educational leadership
  • Converting leads
  • Sales lead pipeline management
  • Meeting leadership
  • Operational Improvement
  • Customer Service
  • Team Management
  • Team Building
  • Business Operations
  • Regulatory Compliance
Work History
02/2013 to 09/2013
Assistant Branch Manager Northwest Federal Credit Union Arlington, VA,
  • Identified and capitalized on community business opportunities with effective networking.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Protected company assets with strategic risk management approaches.
  • Supervised team of 32 branch employees and made recommendations regarding performance evaluations.
  • Implemented process improvements to increase productivity.
  • Maximized efficiency through effective resource allocation and employee management.
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Developed sales strategy to meet established sales objectives.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Coached and developed branch staff by offering constructive feedback and training opportunities.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
02/2013 to 04/2017
Branch Manager Heritage Federal Credit Union Evansville, IN,
  • Boosted annuel growth by coaching and suppporting sales team.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Met deadlines by proactively managing individual and team tasks and implementing processes.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
  • Increased new bank relationships within local community.
  • Assessed employee performance and developed improvement plans.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Identified and capitalized on community business opportunities with effective networking.
  • Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
  • Engaged employees in business processes with positive motivational techniques.
  • Resolved escalated customer issues and boosted retention.
  • Boosted branch sales by developing and deepening customer loyalty through customer experience and incentive programs.
  • Protected company assets with strategic risk management approaches.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breachess
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Gathered and reviewed customer feedback to improve operations..
  • Created strategies to develop and expand existing customer experience and sales.
  • Maintained friendly and professional customer interactions.
  • Led team of 14 direct team members including a Mortgage Loan officer and an Investment Banker.
04/2017 to Current
Commercial Relationship Associate Wells Fargo Bank N.A. City, STATE,
  • Drove operational improvements which resulted in savings and improved profit margins.
  • Developed team communications and information for meetings.
  • Client on-site onboarding and exiting meetings.
  • Implementation on products and procedures.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Resolved internal and external problems, improving operations and providing exceptional client support.
  • Working with high value clients to understand their needs and provide adequate services.
  • Resolving conflicts and negotiated mutually beneficial agreements between parties.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Increased customer satisfaction by resolving any issues.
Expected in 06/2010
High School Diploma:
A.C. Davis High School - Yakima, WA,
Expected in 06/2013
Associate of Arts: Business Administration
Yakima Valley Community College - Yakima, WA

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School Attended

  • A.C. Davis High School
  • Yakima Valley Community College

Job Titles Held:

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  • Branch Manager
  • Commercial Relationship Associate


  • High School Diploma
  • Associate of Arts

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