Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Banking
  • Equity and Fixed Income Markets
  • Loans
  • Relationship building and management
  • Product knowledge
  • Risk management
  • Client Relationships
  • Service support
  • Financial planning processes
  • Investment and Wealth Planning
  • Written and verbal communication
  • Cash Handling
  • Sales expertise
  • Financial Advising
Work History
01/2020 to Current Client Relationship Consultant 3 Us Bank | Eden Prairie, MN,
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Educated customers about Product or Service options and processed purchases.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Networked with business leaders and executives to identify clientele within local community.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
06/2018 to 07/2019 Universal Banker Harborone Bancorp, Inc. | Boston, MA,
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Coordinated daily cash reconciliation in high-volume location.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
05/2013 to 01/2015 Sales Representative Sears | Chesterfield, MO,
  • Devised and implemented product strategies for filling market gaps and driving consistent sales.
  • Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
  • Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
  • Implemented marketing strategies and techniques, increasing revenue and customer satisfaction.
  • Communicated with customers to understand needs and recommend appropriate solutions.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Served as liaison for company, clients and referred prospects regarding inquiries, issues, order management, post-sales follow-up and customer relations.
  • Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.
  • Identified client needs, built relationships and overcame objections to drive sales.
  • Built strong rapport with clients by understanding needs and clearly explaining products.
  • Drove business development through proactive networking and relationship-building strengths.
Expected in 05/2021 Associate of Applied Business | Accounting Milwaukee Area Technical College, Milwaukee, WI GPA:

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School Attended

  • Milwaukee Area Technical College

Job Titles Held:

  • Client Relationship Consultant 3
  • Universal Banker
  • Sales Representative


  • Associate of Applied Business

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