avp associate team lead resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Organized Team Leader with exceptional ability to build positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer.

  • Supervised team of 8 staff members.
  • Onboarded new employees - including Sales team members (4 employees during COVID - virtually)
  • Received the Presidents Club and Signature Circle Awards
  • Received many awards over the years for Service Excellence
  • Relocated two of the Private Banking offices, including the Crocker Park office, managing the build out, ans set up of the new office.
  • Client Service
  • Knowledgeable in System: Hogan/Keycounselor/ CLS/ Credit Write Up Application/Microsoft Office/ Lotus Notes/ Outlook/ CMOD/CRINT/CE Desktop/ Salesforce
  • Staff education and training
  • Employee Evaluation
  • Complaint resolution
  • Collaboration
  • Adaptability
Work History
AVP. Associate Team Lead, 07/2013 - Current
First Republic Bellevue, WA,

· Supervise associate staff to achieve end to end ownership of the client experience through collaboration, coordination and personal ownership of all client activities with KPB Sales Team (including Client Experience and Strategist Associates), Wealth Services and centralized support teams. Activities are seen through to completion with proactive communication (i.e. acknowledge requests, provide an estimated time of completion and follow up).

· Acquire an in depth understanding of the Client Experience Associate and Client Strategist Associate roles and responsibilities in order to ensure a seamless client delivery utilizing all available resources.

· Provide training and coaching to all associates, including new employee onboarding

· Ensure there is proper backup and support for Client Strategist and Client Experience Associates and that each associate role is trained to provide high-level back up in instances where office may be short-staffed.

· Administer performance reviews and professional development plans for each associate.

· Monitor and schedule work to maintain proper coverage at all times and to ensure appropriate allocation of resources.

· Operational Management/Compliance

Sales Support: Provide quality client service to sales team

Client Service Specialist, 04/1989 - 06/2021
KeyBank National Association City, STATE,

Provided support to our Private Banking clients, handled all client inquiries, service requests, transfer funds, etc.

Handled approximately 100+ calls a day

Provided support to the assigned Private Banking offices

(Cleveland West and the Executive and Professional teams within the Downtown office) opened all new accounts, established the combined statements, processed new credit card applications, handled all loan inquires, payments, research

Relationship Associate III (Officer), 06/1992 - 06/2013
KeyBank National Association City, STATE,

Provided sales, client service and administrative support to assigned Key Private Bank Relationship Manager (supported 2 and 3 RM's)

Provided operational and documentation support to officers, while also Identifying and capitalizing on opportunities to expand and retain client relationships.

Client Services - Open accounts, handle and resolve routine requests, processes transactions, wire transfers, overdrafts

Generate and/or coordinate the preparation of loan documents. Ensure that the loan documents are consistent with the terms and conditions of the loan approval. Monitor reports and initiate client contact to request financial information, collateral reports, etc. in support of loan renewals and reviews. Organize and maintain credit files in a manner consistent with corporate and regulatory requirements.

Built and maintained relationships with new and existing clients while providing high level of client satisfaction

Branch Sales, 01/1987 - 04/1989
KeyBank National Association City, STATE,
  • Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
  • Managed and evaluated operational processes and procedures to offer retail lending products and services.
  • Opened accounts, checking, savings, Certificates of deposits, IRA's
  • Lending - processed and approved loan applications and prepared loan documents
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Balanced the Branch totals
High School Diploma: , Expected in
Holy Name High School - Parma, Ohio,
Status -

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Resume Overview

School Attended

  • Holy Name High School

Job Titles Held:

  • AVP. Associate Team Lead
  • Client Service Specialist
  • Relationship Associate III (Officer)
  • Branch Sales


  • High School Diploma

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