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

Methodical Relationship Banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering over 10 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Customer-centered banking professional with diverse financial service career in institutional business development and project management. Motivated banking professional possessing strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions. Versatile Banking professional successful at cross-selling bank products and services. Hardworking and outgoing team member skilled in cash handling processes and management principles. Capable Relationship Manager with outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind.

  • People-oriented
  • Strong account analysis skills
  • Interpersonal skills
  • Positive
  • Savvy relationship-builder
  • Analytical
  • Employee relations and conflict resolution
  • Spanish speaking
  • Excellent time management skills
  • Verbal/written communication
  • Goal-oriented
  • Consumer banking specialist
  • Solution selling
  • Sales processes
  • Business development and planning
  • Sales presentations
  • Coaching and mentoring
Work History
Business Specialist, 08/2017 - Current
Chubb Lawrenceville, GA,
  • Structured and finalized secured and unsecured business loans.
  • Reviewed, researched and corrected business clients problems and discrepancies.
  • Met with business customers to assess needs and propose customized solutions.
  • Stayed up-to date with latest business bank products and services for businesses.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Developed customized solutions of deposit, lending and other products for small business customers.
Small Business Specialist, 07/2011 - 03/2016
Department Of Health And Human Services Little Rock, AR,
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.
  • Presented new and additional products and services to existing customers.
  • Contacted potential clients to pursue sales and gather funds.
  • Maintained friendly and professional customer interactions.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Advised clients on mortgage, education and personal loans.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
Sales Relationship Manager , 07/2011 - 03/2016
1895 Bancorp Of Wisconsin, Inc. Greenfield, WI,
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Networked with business leaders and executives to identify clientele within local community.
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Managed portfolio of 125 high net worth clients with $100K in total assets.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Relationship Manager, 06/2005 - 07/2011
HSBC Bank City, STATE,
  • Addressed and resolved customer complaints or issues to ensure satisfaction of service provided.
  • Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
  • Attracted new clientele and developed customer relationships by hosting product-focused events.
  • Maintained up-to-date knowledge of competitor products and pricing in market served.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Associate of Science: Accounting And Business Management, Expected in
NYC College of Technology - Brooklyn, NY,
  • Life and Health license
  • NMLS Registered

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School Attended

  • NYC College of Technology

Job Titles Held:

  • Business Specialist
  • Small Business Specialist
  • Sales Relationship Manager
  • Relationship Manager


  • Associate of Science

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