Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Strategic and driven leader with over 11 years of experience in financial services and professional client facing environments.

  • Inclusive, adaptable, and authentic manager utilizing innate abilities and modern approaches to keep teams and clients engaged, inspired, and loyal.
  • Thrives in roles that analyze industries and environments enabling creations of cutting-edge services and deliverables through use of innovative acumen and strategies.
  • True purpose and passion to develop multifaceted individuals and teams providing meaningful impact on the lives and businesses within local, regional, national, and global communities.
  • Fostering relationships
  • Management of operations
  • Lead, coach, and develop teams
  • Delegation
  • Strategic planning
  • Complex problem solving
  • Excellent interpersonal/ communication skills
  • Innovative leadership
  • Flexible and Adaptable
  • Diligent analysis
  • Project management
  • Independent yet collaborative
  • Organization and preparation
  • Proficiency in MS Office Suite
  • Technical savviness
Expected in 04/2014
Bachelor of Science: Business Administration; Focus in Finance
Post University - Connecticut,
Work History
06/2017 to Current
Branch Leader Osb Community Bank (Osbcb) Brooklyn, MI,
  • Earning promotion in October 2021 to Branch Leader, within first quarter of obtaining role, branch production & client experience increased by 25% generating top performance and success as a branch.
  • As branch leader in 2022, facilitated the Merger of Equals overseeing 2 branches executing transition to Truist ensuring timely completion of learning and training for 10 employees while running daily branch operations.
  • Since January of 2023, acquired over $7 million in new assets and closed over $1.2million in lending solutions in exceeding both business growth and lending goal by at least 25%.
  • Analyze client matters and issues leveraging abilities to problem-solve, prioritize, and manage multiple tasks simultaneously.
  • Assess employee performance and create improvement plans to achieve success in current roles and to meet future career goals.
  • Leads meetings by presenting analysis of reports and feedback to strategize and create plans to reach goals of development and productivity.
  • Integrate client feedback in team engagement action plans through analysis of VOC surveys, internal reports, and client facing communications.
  • Empower individuals and teams by acknowledging and utilizing strengths to achieve growth in areas of development.
  • Meets deadlines by proactively managing individual and team tasks while streamlining processes.
03/2014 to 06/2016
Personal Banker Wells Fargo City, STATE,
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Collaborated with management to set sales goal and work on techniques to increase production.
  • Established strong relationship with tellers to develop their conversations with clients to refer over to platform for further needs and discussions.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted financial products by maintaining excellent service offering knowledge.
02/2011 to 02/2014
Teller/Sr. Teller/Teller Manager Webster Bank City, STATE,
  • Managed teller team of 5 ensuring compliance and operational soundness during daily activities.
  • Identified underperforming areas and implemented effective process improvements.
  • Trained new hires and provided positive reinforcement and helpful feedback that boosted morale and efficiency within department.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Created successful work schedules for each team member to maintain deadlines and fully staff shifts.

SunTrust now Truist Bank


Appointed Branch Banker Development Leader- Presented custom power point presentations while leading the area's Branch Development calls held Bi-monthly.


Area Top Performer

Wells Fargo

Area Top Performer-Overall production

Webster Bank

Regional Top Performer-Sales Referrals


Notary Public

NMLS (ID # 1181481)

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Job Titles Held:

  • Branch Leader
  • Personal Banker
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  • Bachelor of Science

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