Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Proactive financial leader actively pursuing a Risk Mitigation Manager role to continue developing highly effective teams, while managing daily operations with efficiency, and maintaining focus on member services. Well-versed in identifying areas in need of improvement and implementing actionable solutions, in order to maintain a sound position within an organizations regulatory and compliance standards. Willing and able to go above and beyond to meet organizational objectives. Offering ten years of successful performance in branch management.

  • · Analytical
  • · Personable
  • Team developer
  • Regulatory compliance
  • Excels in team leadership
  • Excellent work ethic
  • Federal regulations
  • Staff supervision
  • Multi-tasking ability
  • Employee training
  • Reliable
  • Energetic
  • Dependable
  • People-oriented
  • Strong interpersonal skills
  • Excellent communication skills
  • Excellent time management skills
  • Effective in analyzing risk vs. reward
  • Acquiring and maintaining member relationships
Assistant Branch Manager, 06/2015 - Current
Esl Federal Credit Union Geneseo, NY,
  • Coached, developed, and maintained a highly effective supervisory team to meet HVCU sales and service standards.
  • Perform all duties and expectations of branch manager, as needed.
  • Create, build, and maintain relationships with business members.
  • Developed strategy to achieve target sales goals.
  • Compiled operational and risk data detailing financial metrics to help management make proactive decisions
  • Monitor and
  • Designed sales and service strategies to improve revenue and retention.
  • Evaluated budget plans and current costs to project cost analysis and assist in making recommendations accordingly for annual branch budget
  • Monitored daily operations, in addition to performing all audit and compliance related functions
  • Lean Six Sigma trained through green belt
  • High Prospect Graduate; led several teams to improve operational efficiencies within the organization.
  • Oversaw all branch quarterly security training, security meetings, and ensured understanding of all matters relating to branch safety and security.
  • Strong familiarity with BSA, CTR, SAR, and all local and federal financial regulations
  • Under my management, coached, developed, and prepared three supervisors for next level management role.
Client Service Manager, 10/2012 - 06/2015
Tishman Speyer Los Angeles, CA,

· Responsible for the coaching, development, and growth of team 2-3 team members.

· Monitor all operations, audit, and control functions to be compliant with bank regulations, as well as state and federal regulations.

· Identify client questions, complaints, and concerns.

· Find resolutions to ensure exceptional client service experience.

· Schedule out control tasks to test that processes in place were effective.

· Scheduling out a team of 2-3. This includes, but not limited to; vacation planning for 12 month period, emergency situations, and standard weekly scheduling.

Service Manager, 06/2006 - 10/2012
J. A. King Nashville, TN,

· Responsible for all audit, compliance, and performance there of on the branch level to comply with banking, state, and federal regulations.

· Strategy Planning: develop processes to grow bottom line, as well as increase overall business productivity.

· Hire, develop, train, and coach team of at least 4 at any given time.

· Creation of action plans to further grow the business as well as increase efficiency with internal compliance and control.

· Scheduling a staff of 5-10 weekly. This included; hourly planning to ensure maximum efficiency of all team members, and to maintain an exemplary client experience.

· Received regional branch recognition award for outstanding customer service.

· Maintained confidentiality of bank records and client information.

· Under my training, development, and supervision, prepared four team members for managerial roles.

Education and Training
Master of Arts: Organizational Management, Expected in 12/2019
Ashford University - San Diego, CA,
  • Concentration in Leadership
  • Cum laude graduate
  • Golden Key International Honor Society Inductee
  • Completed coursework in: Management Communications with Technology Tools, Legal Environment, Organizational Behavior, Functions of Modern Management, Strategies: Marketing/Advertising/Public Relations, Human Resources Management, Financial Decision-making, Business Ethics & Social Responsibility, Leading Organizational Change, Strategies in Organizational Leadership, and Contemporary Issues in Organizational Leadership.
Bachelor of Science: Community And Human Services, Expected in 06/2013
SUNY Empire State College - Saratoga Springs, NY
  • 3.4 GPA
  • Completed coursework in Case Management, Counseling Children and Adolescents, Chemical Addiction, Crisis Intervention, Ethical Dilemmas in Human Services, Family Violence, Adolescent Development, and Child Development.
Associate of Applied Science: Criminal Justice, Expected in 06/2010
SUNY Rockland Community College - Suffern, NY,
  • 3.7 GPA
  • Magna cum laude graduate
  • Elected as a Member of the Phi Sigma Omicron Honor Society for Outstanding Academic Achievement.
  • Completed coursework in Introduction to Criminal Justice, Principles of Sociology, Juvenile Justice Systems, History of Policing, General Psychology, among others.
Certification: Paralegal Studies, Expected in 06/2008
Boston University - Boston, MA,
  • 3.6 GPA
  • Completed coursework in Legal Research, Technology and the Paralegal, Real Estate Law, Business Law, Litigation, and Probate and Family Law.
  • · Served as key contributing member to Leadership team.
  • · Guided, planned, and assisted in the implementation of two bank mergers and acquisitions at a branch level.
  • · Streamlined processes during mergers and acquisitions to have little or no client impact upon implementation of new procedures.
  • Successfully led the Death Claims Team, which resulted in a more streamline process for the organization, and it's members.
  • Lean Six Sigma trained- white, yellow, and green belt
  • High Prospect Graduate

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School Attended

  • Ashford University
  • SUNY Empire State College
  • SUNY Rockland Community College
  • Boston University

Job Titles Held:

  • Assistant Branch Manager
  • Client Service Manager
  • Service Manager


  • Master of Arts
  • Bachelor of Science
  • Associate of Applied Science
  • Certification

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