business associate resume example with 7+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

Multifaceted Business Associate with financial acumen and strong operations expertise. Delivered multifunctional support to management team in challenging business environment. Excellent analytical and communications skills enabled optimum outcomes.

  • Content management expertise
  • Improvement plan knowledge
  • Program evaluation
  • Experience in leadership
  • Conflict resolution
  • Leadership
  • Training & Development
  • Critical thinking
08/2018 to Current
Business Associate Lyft Hart, MI,
  • Identified internal problems, recommending solutions to upper management.
  • Worked closely with staff across departments to implement growth strategies.
  • Analyzed data, creating reports to assist senior management with critical business decisions.
  • Targeted potential and past clients to identify new business opportunities.
  • Suggested improvements to increase efficiency and profitability by reducing waste.
  • Collaborated with IT team to provide requirements on automating business processes.
  • Managed productivity through efficient scheduling, task prioritization and process streamlining.
  • Improved customer satisfaction by promptly resolving conflicts and responding to incentive compensation requests.
  • Assisted leaders with special projects, volunteering to take on additonal teams to support in efforts to master the skill of helping people help themselves.
  • Participated in SBD BDO Advisory Council meetings and brainstorming sessions to discuss new ideas, client projects and assignments.
  • Created employee training procedures to compile into manuals for use during new employee onboarding.
04/2016 to 08/2018
Personal Banker Central Bancompany Osage Beach, MO,
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
  • Maximized branch revenue by optimizing daily operations.
  • Increased teller efficiency by developing and implementing improved service methods
  • Profiled customers effectively to identify needs and match bank products.
  • Delivered high level of customer service and support by answering questions and returning phone calls quickly.
  • Created strategic financial solutions to suit individualized client needs.
  • Met with clients to facilitate budget management and financial guidance.
  • Developed highly productive teams to support branch operations and cultivate customer satisfaction.
04/2015 to 03/2016
Customer Service & Sales Representative American Family Insurance Sycamore, IL,
  • Educated customers on product and service offerings.
  • Met or exceeded upselling, donation and credit card sign-up targets on consistent basis by leveraging excellent communication and interpersonal strengths.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
07/2013 to 04/2015
Teller Uncle Credit Union Tracy, CA,
  • Maintained confidentiality of bank records and client information.
  • Adhered to financial services security and audit procedures.
  • Trained employees on cash drawer operation.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Directed specific questions to appropriate branch personnel.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Promoted and sold banking products and financial services.
  • Explained bank services, financial products and applicable fees to customers.
  • Completed monthly audits and managed overdraft reports.
  • Balanced bank's vault of daily cash for withdrawals and deposits.
  • Kept teller window areas clean, organized and fully stocked.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
Education and Training
Expected in to to
High School Diploma:
Reedley High School - Reedley, CA,
  • Small Business Development SWAG Award recipient | March 2021
  • Small Business Development SWAG Award recrecipient | Feb. 2021
  • Small Business Development SWAG Award recipient | Dec. 2020
  • Enterprise Recognitition: STARS Recognition
  • Truly Outstanding Performance T.O.P Dollars award | from Consumer & Small business Banking Leadership | February 2021
  • Truly Outstanding Performance T.O.P Dollars award | Service Excellence | January 2021
Activities and Honors
  • Small Business Development BDO Advisory Council Member, 2021
  • Small Business Development Newsletter Committee, 2021
  • Interim HIG Business Associate | Sept. 2020-current
  • 3x mentorship opportunities for Small Business Development

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Resume Overview

School Attended

  • Reedley High School

Job Titles Held:

  • Business Associate
  • Personal Banker
  • Customer Service & Sales Representative
  • Teller


  • High School Diploma

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