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

Highly motivated Business Associate for Wells Fargo Business Banking who effectively identifies sales opportunities and resolves complex financial concerns for business clients. Organized professional who is highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build successful partnerships across different lines of business within the company. Professional success is based on integrity, excellent customer service and ambition. Professional goal is to move up the ranks within Wells Fargo as a Credit Analyst for Business Banking, then to gain an Accountant position with Accounting, and ultimately into a leadership role.

    Proficient in Microsoft Office 2010. Degrees in IT/Networking and Management of Information Systems which allows for a high understanding of technology.
  • Highly customer service oriented and focused on efficient problem-solving.
  • Experience with collaborating with businesses that have revenues $2MM - $20MM and writing loan request for such businesses.
  • Very capable of reading financial documents and deciphering the financial position of a business
  • Proficient in the financial industry loan process and procedures
  • Detail-oriented, analytical, and enjoys research
  • After 8 months of being employed with Wells Fargo Bank, I was rewarded the Service Excellence Award in 2010 for going above and beyond the realm of my duties to help a client resolve an issue.
  • In 2012, a banker I work with went on sick leave with a serious illness and I made it my responsibility to help maintain his portfolio, assist his clients, close loans as scheduled, and continue to make sure his goals did not fall behind. Wells Fargo awarded me with the Service Recognition Award for my team work and making sure our clients were taken care of in his absence.
  • Business Associate of the Month - April, November 2013 was given to me my Wells Fargo for efficiently helping our clients either by resolving complex issues in a timely manner or offering them beneficial solutions that the bank provides to help simplify their business functions.
  • Inspiring Each Other To Greatness Award - Allocating Resources - May 2014 from Wells Fargo for excellent team work and taking on an extra job duty by supporting the Market President and office while the administrative assistant was on maternity leave.
Business Associate II, 04/2012 - Current
First National Bank Texas Temple, TX,
  • Provides sales, marketing, and operations support to a Senior Relationship Business Manager with a portfolio of 35 business clients with a revenue of $2MM-$20MM.
  • Assist Senior Banking Manager with complex loan requests, processing, and closings in excess of $8MM. Obtain financial information from clients monthly, quarterly, annually to analyze any discrepancies to be known to the banker.
  • Use word processing software to compose correspondence & preparing routine reports.
  • Partner with across business lines within the bank to successfully meet monthly and quarterly goals.
Personal Banker, 11/2009 - 04/2012
Fredbeans Flemington, NJ,

Managed a portfolio of personal clients and helped them achieve financial success through educating and beneficial banking solutions. Exceeding daily and monthly goals by fostering positive relationships in the community with local businesses and the people.

Commercial Sales Assistant, 07/2005 - 08/2009
Select Medical Corporation Detroit, MI,

Provided support to Commercial Market Executive and 2 Business Bankers. Maintained each of their portfolios of 60-100 commercial accounts. Conducted account openings and maintenance functions as needed. Prepared loan request, documentation, and coordinated loan closings. Responsible for completing quarterly MICR audits. Complete daily tasks with little to no supervision.

Customer Service Representative, 03/2001 - 2005
Nextel Communications City, STATE,

Provided quality assurance over government and corporate orders. Analyzed customer complaints and provided appropriate solutions. Multi-tasked and worked in a fast paced environment with little supervision. Maintained and exceeded required company sales percentage. Completed follow-ups/responded to emails via CHAT with Direct and Indirect dealers.

Bachelor of Science: Business Management , Expected in 2006
Hampton University - Hampton, VA

Attended Hampton University's Continuing Education program where I graduated Cum Laude and earned my Bachelor or Science in Business Management with a concentration in Management of Information Systems.

Associates of Applied Science: Information Technology/Networking, Expected in 2003
ECPI College of Technology - Newport News, VA

Dean's List 2002, 2003

Perfect Attendance 2001-2003

Wells Fargo Business Banking Eastern VA Volunteer
Sales, Audits, Closings, Commercial Accounts, Commercial Sales, Documentation, Maintenance, Sales Assistant, Company Sales, Customer Service, Customer Service Representative, Office Administration, Pcs, Quality Assurance, Receptionist, Retail Sales, Solutions, Successful Sales, Ups, Associate, Automated Payroll, Clients, Correspondence, Financial Analysis, General Ledger, Marketing, Operations, Payroll, Payroll Processing, Word, 60 Wpm, Access, Award, Excel, Microsoft Office, Microsoft Office 2003, Ms Access, Ms Excel, Ms Office, Ms Outlook, Ms Powerpoint, Ms Word, Multi-line, Multi-line Phone, Office 2003, Outlook, Powerpoint, Scanner, Typing, Business Management, Networking

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Resume Overview

School Attended

  • Hampton University
  • ECPI College of Technology

Job Titles Held:

  • Business Associate II
  • Personal Banker
  • Commercial Sales Assistant
  • Customer Service Representative


  • Bachelor of Science
  • Associates of Applied Science

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