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

Experienced banking professional adept at providing superior customer service, stellar sales ability and deep knowledge of the banking industry. Highly driven to exceed expectations with talents which shine in competitive, innovative and creative environments. Track record of increasing sales, while consistently achieving company objectives to secure client satisfaction and loyalty. Ready to demonstrate all areas of expertise, and continue long-term career with First Citizens Bank.

  • Sales, leadership and management skills
  • Financial administration expertise
  • Exceptional customer service and client satisfaction
  • Risk management evaluation background
  • Profitability and operational goals driven
  • Proficient in Max Platform, Boss, OnBase, Cognos, Excel and Microsoft Office
  • Strong sense of banking ethics; ensuring accuracy and efficiency
  • Qualified in retail and commercial servicing
  • Notary Public
  • Account analysis expertise
  • Experienced in domestic and foreign wire transfers
  • Excellent communication, planning and strategic thinking skills
  • Energetic team player and sales promoter
  • Organized
  • Approachable
  • Reliable/Dependable
  • Strong Leadership skills with ability to teach and mentor
  • Decisive problem solver
11/2014 to Current
Business & Commercial Support Specialist II First Interstate Bancsystem, Inc. Rosalia, WA,
  • Support of commercial and business banking teams, providing management and servicing of business and commercial loan portfolios.
  • Administrative Assistant to Market Executive- Aid senior leadership during executive decision-making process, generating customer and performance data reports to recommend corrective actions and improvements.
  • Assist in identifying loans and essential services to customers and prospects.
  • Accurately prepare and process loan documents, providing ongoing servicing, maintenance and support to clients and team members.
  • Support office operations, manage client correspondence, ensure record tracking and handled internal communications.
  • Produce and distribute team reports, email updates and other forms of communication, managing and anticipated clerical needs of associates, including copying, faxing and file management.
  • Create, document and implement administrative processes to reduce process gaps and effectively train team members in proper protocols and loan procedures.
  • Spearhead special projects and efficiently carry out effective problem-solving.
  • Coordinate project materials, including managing physical and digital files, monitoring spreadsheets and updating reports.
05/2012 to 11/2014
Financial Services Representative I Hudson Valley Federal Credit Union Pleasant Valley, NY,
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Established new customer accounts including checking, savings, lines of credit and loans.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Maintained confidentiality of bank records and client information.
  • Delivered prompt, accurate and excellent customer service.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Built knowledge about latest banking products and services ensuring all clients received the best products and services to meet their individual needs.
02/2008 to 05/2012
Banker Assistant I First Citizens Bank City, STATE,
  • Supported clerical needs of Retail Banking Executive, Branch Manager, Financial Services Representative, and Business Banker, including managing loan portfolios, scanning documents and routing business correspondence.
  • Met incoming customers with professional approach and provided friendly, knowledgeable assistance, as well as a clean and organized reception area for positive first impression.
  • Established new and existing customer accounts when needed, maintaining product knowledge and accurate procedures.
  • Responded to telephone inquiries from clients and associates and delivered information to inform and educate callers.
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
  • Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
  • Monitored office supply use and stock levels, placing replenishment orders as needed.
01/2007 to 02/2008
Teller I First Citizens Bank City, STATE,
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Verified amounts and integrity of every check or funds transfer.
  • Processed sales referrals and promoted bank services and products, meeting and exceeding sales goals
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction
  • Maintained optimal financial controls by securing funds and making accurate transactions.
Education and Training
Expected in 05/2020
Associate of Arts: Business Administration
Johnston Community College - Smithfield, NC
Expected in 05/2004
High School Diploma:
South Johnston High School - Four Oaks, NC

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School Attended

  • Johnston Community College
  • South Johnston High School

Job Titles Held:

  • Business & Commercial Support Specialist II
  • Financial Services Representative I
  • Banker Assistant I
  • Teller I


  • Associate of Arts
  • High School Diploma

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