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

Steadfast [Job Title] with [Number] years managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed business financial goals. Excellent reporting, record keeping and relationship-building abilities. Banking professional highly effective at branch, account and [Type] management. Extensive knowledge of banking products and services, as well as business development and marketing. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Senior [Job Title] and outstanding performer in [Skill] and [Skill] within [Industry]. Proven success in leadership, operational excellence and organizational development with keen understanding of elements of [Type] business. Recognized for inspiring management team members to excel and encouraging creative work environments. Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry].

  • Relationship building and management
  • Business development expertise
  • Sales professional
  • Staff Management
  • Goals and performance
  • Proficient in MS Office
  • Revenue Generation
  • Verbal/written communication
  • Employee Development
  • Banking
  • Resourceful nature
Work History
Branch Manager, 07/2018 - Current
Bangor Savings Bank Rockland, ME,
  • Protected company assets with strategic risk management approaches.
  • Resolved escalated customer issues and boosted retention rates by [Number]%.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Recruited, interviewed, hired and trained [Number] employees and implemented mentoring program to promote positive feedback and engagement.
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
  • Engaged employees in business processes with positive motivational techniques.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Identified and capitalized on community business opportunities with effective networking.
  • Assessed employee performance and developed improvement plans.
  • Maintained friendly and professional customer interactions.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Managed over $[number] in monthly transactions.
  • Managed branch with average of $[amount] in monthly deposits.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Oversaw branch team consisting of [Number] customer service representatives and [Number] personal bankers.
  • Increased overall annual sales [Number]% by incorporating several quality process improvements within branch.
  • Increased net profit by [Number]% during [Timeframe] to exceed sales goals.
Banker/Assistant Bank Manager, 02/2012 - 06/2018
Wells Fargo Bank City, STATE,
  • Conducted performance reviews each quarter, offering praise and recommendations for improvement.
  • Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and [Number]-member management team with related direct reports.
  • Supervised branch operations and made continuous improvements in each area.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Provided advice on different bank products and financial options.
  • Monitored customer feedback to devise business strategies and determine process improvements for better customer experiences.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Networked with realtors and current clients to generate referrals.
  • Represented bank at community events to establish strong ties and promote business.
  • Closed [Number] transactions per year worth in excess of $[Amount].
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Ensured compliance with best business practices throughout organization.
  • Exceeded sales goals in [Area] and [Area] on consistent basis.
  • Developed tailored solutions to meet individual banking needs.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Provided excellent customer care to maintain and improve customer relations, strengthen loyalty and increase product and service sales.
  • Developed customized solutions of deposit, lending and other products for small business customers.
Business Acquisition Specialist, 01/2010 - 02/2012
OC OneStop City, STATE,
  • Developed and deepened client relationships to cement profitable partnerships.
  • Promoted successful investment plans with well-organized and smooth presentations.
  • Monitored social media and online sources for industry trends.
  • Handled [Number] calls per [Timeframe] to address customer inquiries and concerns.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Mortgage Broker, 03/2007 - 01/2010
US Loan Network & Realty City, STATE,
  • Mentored other mortgage brokers in methods to help each land new clientele.
  • Assessed clients' financial data to determine loan suitability.
  • Advised clients on loan process and specialized topics in home purchasing such as [Topic] and [Topic].
  • Evaluated borrower financial information, including pay stubs and credit history to determine loan possibility.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Explained entire mortgage loan process, including payment terms to borrower.
  • Presented, explained and processed home loan documents such as [Document] and [Document] to borrowers.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Created strategies to develop and expand existing customer sales, which resulted in [Number]% increase in annual sales.
  • Reviewed over [Number] financial statements per [Timeframe].
  • Successfully closed average of [Number] loans per month.
  • Developed and maintained relationships with local real estate agents.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Developed prospects for new loans by conducting [Number] cold calls weekly.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
Associate of Arts: Liberal Arts And Sciences, Expected in
Saddleback College - Mission Viejo, CA

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School Attended

  • Saddleback College

Job Titles Held:

  • Branch Manager
  • Banker/Assistant Bank Manager
  • Business Acquisition Specialist
  • Mortgage Broker


  • Associate of Arts

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