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

Completed extensive company-sponsored and on-the-job training in:

Bank Secrecy Act, Financial Literacy, Compliance, Security, Risk Management, Ofac, Fincen, and Collections.

Enthusiastic teller with 10 years of experience in banking. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits.

  • Proficient with 10-key calculator
  • Loans
  • Compliance, banking laws, and regulations
  • Strong account analysis skills
  • Cash Handling
  • Rapid data entry skills
  • Financial analysis
  • Positive attitude
  • Excellent time management skills
  • Proficient in Microsoft word, excel, and outlook
  • Great communication skills
Work History
11/2019 to 03/2020
Chiropractic Assistant Path Medical Port Saint Lucie, FL,
  • Worked with patients to understand treatment plans and provide exceptional patient care
  • Performed general office duties, including answering multi-line phones, documenting messages, scheduling appointments, filing, documenting paperwork, and greeting patients
  • Performed the flow of patients during patient care times
  • Performed work duties for opening and closing the clinic
  • Worked with team members to keep patient care and appointment times on schedule
  • Performed new patient paperwork intake
10/2009 to 10/2019
Financial Service Representative Citadel Brookhaven, PA,


  • Completed special procedures for members such as ordering new checks, stopping payments, and investigating identity theft
  • Assisted members with setting up or closing accounts, completing loan applications, and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Promoted products or services to each member to improve the member's financial goals
  • Provided member records on demand, including account statements and copies of checks
  • Counted and packaged currency and coins
  • Audited fellow teller currency to contribute to dual-control procedures
  • Assisted members with compromised debit cards and issued new credentials
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
  • Enthusiastically greeted members and offered dedicated service during entire transaction
  • Reconciled cash drawer and resolved discrepancies
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department
  • Filed CTR and SAR forms when necessary

Loan Officer

  • Provided members the highest quality loan services; identified their financial needs and recommended an appropriate solution
  • Consulted with member borrowers on the lending process and various loan products; executed related loan documentation
  • Analyzed credit history of applicants, and determined loan repayment capabilities
  • Negotiate credit terms, such as costs, loan repayment methods, and collateral specifications
  • Maximized profitability through appropriate pricing of new loan originations, fee income, and selling credit union products
  • Supported credit union member relations through on-going customer contact, quality service, and superior product knowledge

Collections Officer

  • Reviewed delinquent accounts to determine required action, contacted delinquent account holders (telephone, email, and mail) to attempt to cure delinquency by assisting members with payment arrangements; followed up on broken payment arrangements
  • Followed-up on early stage past due mortgages, loans, credit cards and overdrawn accounts; made reasonable and practical arrangements for interest, partial, or full payments
  • Identified potential losses within portfolio and reported to management; reviewed accounts and referred any potential losses or accounts to be charged off to VP/Risk Management
  • Maintain compliance with all State and Federal Regulations; complied with the Fair Debt Collection Practices Act and Bankruptcy Laws when reviewing and collection delinquent accounts

Branch Manager

  • Responsible for overall accountability for Branch/Department performance in Sales, Service, Employee Development, business Development, Safety, Compliance, and Security
  • Underwrite consumer loans up to the amount assigned per Credit Union policy; review and approve underwriting decisions of loan officers; responsible for all consumer lending
  • Responsible for monthly reports, such as paid ahead loans, credit card credit balance, and inactive account report
  • Performed surprise cash count audits for all teller drawers monthly
  • Responsible for cash flow in and out of Vault
01/2007 to 12/2009
Administrative Assistant Elwyn West Covina, CA,
  • Performed general office duties, including answering multi-line phones, routing calls and messages, filing, and greeting visitors
  • Received payments
  • Performed data entry for the schooling program
  • Organized meetings for management
  • Assisted team members in daily task for the office
Expected in 08/2005
High School Diploma:
Harrison Central High School - Gulfport,
Additional Information

References Available Upon Request

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School Attended

  • Harrison Central High School

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  • Chiropractic Assistant
  • Financial Service Representative
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