Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.

  • Business Development
  • Analyzing Performance
  • Operations Management
  • Strategic Planning
  • Goal Planning
  • Small Business Operations
  • Meeting Sales Goals
Work History
Banking Center Branch Manager, Licensed Banking Representative, 06/2009 to Current
DanaherRochester, NY,
  • Responsible for leading a team of sales & service professionals to meet and exceed sales goals and service targets.
  • Licensed to sell Insurance and annuity products.
  • Work with customers to build relationships, identify and satisfy their needs through the sale of financial products & services.
  • Responsibilities also include: Security of equipment and inspections, financial controls, collections and loss handling, as well as daily opening and closing procedures.
  • Achieves branch goals including Deposits and Loans for both consumer and business.
  • Effectively grows and retains the wallet share of existing customer and business customers through their staff and themselves individually.
  • Communicates, motivates, and formally coach direct reports on a monthly basis.
  • Maintaining up-to-date knowledge of financial center policies, procedures, products, and services.
  • Handling customer issues with professionalism.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Supervised branch operations and made continuous improvements in each area.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Prospected for new business through networking, community outreach and customer referral generation.
Rel Estate Sales, 01/2003 to Current
Real Estate Sales, Keller Williams, Century 21City, STATE,
  • List and sell residential and commercial property.
  • Coordinate appointments to show property to prospective buyers.
  • Rent or lease properties on behalf of clients.
  • Contact property owners and advertise services in order to solicit property sales.
  • Develop networks of attorneys, mortgage lenders, and contractors to whom to refer clients.
  • Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that the terms and conditions of purchase agreement are met before closing dates.
  • Prepare documents such as, listing contracts, purchase agreements, closing statements, HUD statements, and leases.
  • Coordinate property closings, overseeing signing of documents, and disbursement of funds.
  • Prepare CMA’s comparative market analysis for clients.
  • Negotiate sales between buyers and sellers.
Preschool Director/ Owner, 06/1992 to 01/2006
Tiny Tots Preschool IncCity, STATE,
  • Owned and directed a preschool daycare facility which held the capacity of 90 children.
  • Trained and managed a staff of more than 30.
  • Worked closely with accountant on all financial aspects of the business.
  • Authorized purchases of instructional materials and teaching aids.
  • Conferred with parents regarding their children’s everyday progress, facility activities, policies, and enrollment procedures.
  • Maintained and performed all bookkeeping, clerical, and financial duties and records.
  • Hired and mentored well-qualified job applicants for teaching and support staff roles, boosting program success in only.
  • Upheld sound financial principles to keep program operating within budget levels, maximizing resource utilization while minimizing costs.
  • Recruited new students for admission through marketing and events.
  • Provided training and professional development for teachers.
Customer Service Associate, 06/1984 to 01/1992
Chase BankCity, STATE,
  • Exceeded service objectives by applying proven customer service and sales best practices.
  • Provided basic technical support for clients on wide range of company products.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Surpassed performance goals by approaching all interactions with resourcefulness, organization and customer-centric solutions.
  • Engaged customers on phone by greeting them, answering questions on products or services and asking questions to identify needs.
  • Worked with other customer support teams to develop consistent and equal high-quality levels of support.
Insurance License: Licensed To Sell Life Insurance And Fixed Investme, Expected in 11/2011
George Weiss Insurance School - Old Bridge, NJ,
: Marketing and Design, Expected in 1984
Tobe Coburn School - ,
: , Expected in 1982
St. Jean the Baptist High School - ,
License To Sell Real Estate: Real Estate, Expected in
Weichert Real Estate School - Old Bridge, NJ,

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School Attended

  • George Weiss Insurance School
  • Tobe Coburn School
  • St. Jean the Baptist High School
  • Weichert Real Estate School

Job Titles Held:

  • Banking Center Branch Manager, Licensed Banking Representative
  • Rel Estate Sales
  • Preschool Director/ Owner
  • Customer Service Associate


  • Insurance License
  • License To Sell Real Estate

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