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

Dependable and dedicated office worker with 15 years of office/customer service experience. Continually maintains good supply management, recordkeeping and schedule coordination skills dedicated to keeping professionals focused and prepared for daily requirements. Produce business correspondence, detailed reports and useful spreadsheets using diverse software programs and technical skills. Dedicated to maximizing customer satisfaction. Continually maintains positive attitude while interacting with demanding customers. Able to multitask proficently, respectful, organized, punctual and hard working.

  • Account management
  • Credit card processing
  • Multi-line phone talent
  • Filing and data archiving
  • Project Management
  • Office administration
  • Organizational skills
  • Excellent multi-tasking ability
  • Customer service
  • Professional telephone demeanor
  • Staff education and training
  • Spreadsheet management
  • Project planning
  • Office management
  • Team Leadership
  • Scheduling
  • MS Office
Work History
03/2014 to Current
BSA Officer/Customer Service Representative Abound Credit Union Glasgow, KY,
  • Responsible for administering all aspects of the Bank Secrecy Act laws, regulations and rules governing operations and product offerings and Federal regulatory expectations. Informs and educates appropriate personnel and the Board of Directors of all compliance responsibilities.
  • Responsible for ensuring all required regulatory reporting is conducted in a timely, accurate, and compliant manner, including the filing of Currency Transaction Reports (CTRs) and Suspicious Activity Reports (SARs).
  • Participate in exams and audits and oversee corrective action of all related compliance deficiencies or violations.
  • Acts as liaison to internal auditors, external regulators, other financial institutions and law enforcement agencies.
  • Schedule meetings and trainings for employees and customers.
  • Strong communication skills used to be able to effectively communicate across all areas of the organization and work effectively as part of a team.
  • Answer customer telephone calls promptly to avoid on-hold wait times.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Help Customers protect their accounts and personal information.
  • Provide helpful information to customers about services and products offered, answer questions, and respond to complaints.
  • Update customer information within the bank system.
  • Handle high call volume with a multi line phone system.
  • Use Microsoft Word/Excel on daily basis efficiently.
  • Multitasking while completing reports, helping customers, answering phones, and completing system updates.
05/2005 to 03/2014
Assistant Head Teller Zeta Interactive Dallas, TX,
  • Resolved issues with deposits and open items.
  • Trained customer employees and managers on machine use and maintenance.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Enthusiastically greeted customers and offered dedicated service during entire transaction.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Cross trained in customer service .
  • Opened and closed multiple types of customer accounts.
  • Operated multi line phone system.
  • Proficient in Microsoft Office software.
  • Multitasking with answering phones and helping customers as well as maintaining an accurate cash drawer.
08/2003 to 05/2005
Executive Assistant Pickens County Chamber Of Commerce City, STATE,
  • Contributed to smooth business operations by planning and organizing meetings and conferences, including conference calls.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
  • Handled all scheduling and logistics planning for conferences and monthly meetings.
  • Prepared meeting agendas and briefing papers for members of board of directors and executive team.
  • Used QuickBooks to produce monthly invoices, reports and other deliverables.
  • Greeted new and potential chamber members.
  • Helped in the coordination of the GA Marble Festival; planed meetings, recruited volunteers, served on committees, organized festival vendors, promotion of festival, and helped maintain over all festival success.
Expected in 05/2003
High School Diploma:
Pickens County High School - Jasper, GA
Expected in
Associate of Applied Business: Business Administration And Management
ASI Online University - ,

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School Attended

  • Pickens County High School
  • ASI Online University

Job Titles Held:

  • BSA Officer/Customer Service Representative
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  • Executive Assistant


  • High School Diploma
  • Associate of Applied Business

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