Branch Manager Business Development Officer resume example with 12+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Senior Banking professional with over 13 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include financial administration, team leadership and Business banking. Proven effective business development officer, skilled in managing a portfolio of business clients to offer cash flow solutions, treasury management, and extension of credit needs. Adept problem solver and self motivated. Expert in profiling clients needs in order to deliver value and effectively deepen relationships to all lines of business. Outstanding communicator with Spanish fluency and well-versed in employee, business development and partner relations.

  • Partner Relations
  • Strategic Planning and profiling
  • Analytical thinking
  • Compliance, banking laws and regulations
  • Verbal/written communication
  • Self-directed mindset
  • Goal-oriented
  • Multilingual in Spanish, English.
  • Business Development
  • Cross Solutions expert
Work History
Branch Manager/Business Development Officer, 10/2021 to Current
Allied UniversalLeesburg, VA,
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Identified and capitalized on community business opportunities with effective networking.
  • Developed prospects for new loans though weekly cold calling.
  • Managed a portfolio of Business clients
  • Profiled new and existing business clients to offer cash flow solutions
  • Gathered and assessed financials to make recommendations for extensions of credit.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Business Champion for our district to assist/train peers
Branch Retail Executive/Business Development Officer, 07/2016 to 10/2021
UbsLas Vegas, NV,

Managed the banking center to assure

  • Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and managed a team of 7 direct reports.
  • Assessed Business clients' financial situations to develop strategic financial planning solutions through cross selling of Loan products, deposit products, and treasury management services.
  • Advised clients on mortgage, educational and personal loans.
  • Took branch from a level 4 to a level one in the first 6 months and retained a level one performing branch for the following 4 years. Was ranked number 8 overall in the company for our performance in 2018.
  • Networked among local business and community organizations to develop leads and generate business.
  • Developed business pipeline using cold and warm techniques.
  • Business Champion for the market to assist peers with trainings, technology and proven techniques
  • Leveraged effective networking strategies to generate new business opportunities.
  • Met with current business clients to assess needs and develop improvement plans.
  • Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
  • Obtained and reviewed corporate financial statements.
  • Managed multiple client loans at any given time.
  • Generated Center of influences partnerships
Financial Center Manager, 07/2015 to 07/2016
Bank Of AmericaCity, STATE,
  • Directed day-to-day operations focusing on sales, operations and the cross sell of current clients.
  • Directed day-to-day operations of compliance to assure we are following banks policies and procedures.
  • Collaborated with internal business partners to deliver a cohesive banking experience to customers.
  • Built and lead a high-performance team focused on achieving sales and service goals.
  • Contacted potential clients to pursue sales and gather funds.
  • Scheduled staffing for our main branch.
Branch Manager, 12/2009 to 07/2015
Chase BankCity, STATE,
  • Oversaw a branch team consisting of 4 customer service representatives and 4 personal bankers.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Directed a team of 4 Relationship Managers.
  • Resolved escalated customer issues in a timely manner.
  • Held sales coaching sessions.
  • Motivated staff to exceed quotas on a regular basis.
  • Engaged employees in business processes with positive motivational techniques.
  • Boosted branch sales by developing and deepening customer loyalty.
  • Received recognition for being Top Performer as a first year manager and was a Performance Level 2.
High School Diploma: , Expected in 2004
Akins High School - Austin, TX

Awarded Top Talent 2017(BBVA)

Ranked number 8 in entire company Ranking 2018.(BBVA)

Performance level 1 consecutively 5 years now.(BBVA)

Performance level 2 in 2014.(Chase Bank)

Named Top Performing Branch Manager in 2013.(Chase Bank)

Promoted to level V Branch Retail Executive in 2021 (BBVA Bank)

Business Champion for all South Texas Region 2022(PNC)

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Resume Overview

School Attended

  • Akins High School

Job Titles Held:

  • Branch Manager/Business Development Officer
  • Branch Retail Executive/Business Development Officer
  • Financial Center Manager
  • Branch Manager


  • High School Diploma

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