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

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.

Skills
  • · 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
Experience
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,
GPA:
  • 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
GPA:
  • 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,
GPA:
  • 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,
GPA:
  • 3.6 GPA
  • Completed coursework in Legal Research, Technology and the Paralegal, Real Estate Law, Business Law, Litigation, and Probate and Family Law.
Accomplishments
  • · 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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Resume Overview

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

Degrees

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

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