Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
Client focused business solution sales professional offering 8 years of B2B sales experience in person and over the phone and successfully enter new markets. Solid understanding of cash management, credit, and risk.  Meet and exceed goals through strategic business planning and innovative sales intiatives. 
  • Account and territory management
  • Revenue and profit maximization
  • Sales pipeline management
  • Effective negotiator
  • Excellent listening skills


  • Strong sales proposal writer
  • Team building expertise
  • Customer satisfaction
  • Cash-flow analysis
  • Critical and creative thinking
  • Effective negotiator
Work History
08/2010 to 06/2013 Assistant Vice President, Treasury Sales Officer Kearny Bank | Long Branch, NJ,

    As a Treasury Manangement solution sales professional with this financial institution, responsibilities included prospecting, deepen existing relationships, promotion, demonstration and sale of over 30 cash management solution services to domestic and international business clients with annual sales revenue from $1 - $25 million. Strategically customize implementation plans for ease of moving large size companies from another financial institution.

    Key Accomplishments

  • Displayed an energetic entrepreneurial spirit and ability to clearly communicate and demonstrate cash management services and how they fit within an existing business process, generating sales growth in a highly competitive market place.
  • Facilitated customers receiving a high level of customer service by offering solutions with excitement and knowledge about the products, company, industry, and genuine commitment to their needs.
  • Exceeded quarterly goals by [50]%.
01/2010 to 08/2010 Retail Relationship Manager Element Fleet Management Corp. | Seattle, WA,

    As a Retail Relationship Manager with this financial institution, responsibilities included cold calling, deepen existing consumer relationship, conduct needs analysis and recommend financial solutions.

    Key Accomplishments

09/2007 to 01/2010 Senior Credit Analyst Seacomm Federal Credit Union | Massena, NY,

    Bank of America is an industry leader in the financial industry and is the second largest bank holding company in the United States by assets.

    As a Senior Credit Analyst, my responsibilities included identifying risk, recommend solutions to finacially stressed customers, decision credit, and manage credit exposure accordingly. 

    Key accomplishments

  • Received an internal audit score of [100]%.
  • Rewarded for delivering excellent customer service.
10/2005 to 09/2007 Global Treasury Sales Officer Providence Health & Services | Los Angeles, CA,
  • Managed domestic and international clients with annual revenue from $2 - $250 million Direct, prospect, and coordinate Treasury Management sales activities Determine client Treasury Service needs by conducting financial statement, industry, and bank statement analysis and qualitative fundamental analysis to fully understand the nuances of the client's business Average sale $250,000 per month.
  • Monthly sales goal $175,000 per month Rewarded every quarter for consistent production Ranked number 2 out of 67 Sales Officer 1st Quarter 2006 Exceeded goal by 41% at year end 2006 Total year end 2006 sales were $2,970,735.
04/2004 to 10/2005 Global Treasury Sales Analyst Bank Of America | City, STATE,
  • Identify and provide products that best fit our client's business needs Develop pricing proposals Improved Sales Officer's goal by more than 100% through direct sales call with clients Recognized and rewarded for leadership and teamwork by Client Managers and Assistant Client Managers Recognized for providing excellent service to clients and partners.
06/2001 to 04/2004 Small Business Loan Research Specialist Bank Of America | City, STATE,
  • Prepare, review, and approve business bank cards, business line renewals, and Automatic Clearing House Accounts.
02/2001 to 06/2001 Small Business Loan Research Specialist Bank Of America | City, STATE,
  • Determine approval of small business loans and credit cards.
  • Research and identify fraudulent clients.
10/2000 to 02/2001 Teller Bank Of America | City, STATE,
  • Process various financial transactions for consumer and business clients.
  • Conduct foreign currency exchanges and process official checks.
  • Cross-sold bank products.
08/1998 to 06/2000 Academic Mentor California State University | City, STATE,
  • Recommend and schedule college students' courses.
  • Evaluate and determine students' admission into the Educational Opportunity Program.
  • Author Department Memos for program director.
08/1997 to 08/1998 Admissions Assistant California State University | City, STATE,
  • Resolve issues for new and existing students.
  • Explain and interpret policies/procedures to students.
  • Conduct campus tours for prospective students.
Expected in March 2001 Bachelor of Business Administration | Marketing and International Business California State University, Los Angeles, GPA:
  • Coursework in International Business
  • Key4Women
  • Rotary
  • Ladies of the Lagoons
  • Vermilion Boat Club
  • ELKS

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School Attended

  • California State University

Job Titles Held:

  • Assistant Vice President, Treasury Sales Officer
  • Retail Relationship Manager
  • Senior Credit Analyst
  • Global Treasury Sales Officer
  • Global Treasury Sales Analyst
  • Small Business Loan Research Specialist
  • Small Business Loan Research Specialist
  • Teller
  • Academic Mentor
  • Admissions Assistant


  • Bachelor of Business Administration

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