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Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
Customer-focused, adaptive and results-oriented Banking Professional with 13 years of experience in customer relations, while delivering value-added risk management and loan processing solutions to managers. Highly analytical, deadline-driven and resilient Consumer Asset Processor who completes loan processing activities with high level of accuracy and speed. Resourceful and meticulous team player seeking to leverage a background of working effectively individually or within a team for a progressive organization.
Skills
  • Strong customer relations
  • Talented multi-tasking
  • Microsoft Office suite expert
  • Banking Industry Knowledge
  • Multi-operations management
  • Customer needs assessment
  • Excellent verbal and written communication skills
  • Effective Time Management
  • Accomplishments
    • Processed and closed $3M+ in equity loans each month by closing a minimum of 25 applications monthly.
    • Opened $500K+ in deposits each month by selling different bank products.
    • Reviewed financial documents for accuracy in accordance to corporate policy and standards in preparation for underwriting approval.
    • Supervised 3 employees as a backup head teller and ensured optimal workflow.
    • Remotely trained and supported up to 10 offshore-based associates and managers on best practices, protocol and outsourced activities to maximize productivity.
    • Monitored staff performance and periodically reviewed team work to deliver recommendations for optimizing efficiency.
    • Collaborated with cross-functional team members to communicate updates or improvements for advancing shared organizational goals.
    • Received verbal and written praise from clients, management and colleagues for delivering superior service. 
    Work History
    2011 to Current
    Consumer Asset Processor First Community Bank VA, State,
    • Assisted in closing $80M+ in consumer loans monthly by working as a team on applications from all over the country.
    • Successfully closed an average of 25 loans per month.
    • Complied with regulatory requirements, including HMDA, the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act to reduce risk.
    • Maintained strict confidentiality of bank records and client information.
    • Maintained friendly and professional customer interactions to drive satisfaction and retention.
    • Reviewed 20+ financial statements and loan documents per day for corrective action or strategic planning.
    05/2006 to 2011
    Personal Banker Alliance Bank Cape Girardeau, MO,
    • Strengthened and developed new business with existing customers by prospecting and identifying qualified leads to enhance relationship and dependability.
    • Provided research and maintenance of customer accounts as requested and resolved any concerns they had.
    • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
    • Maintained friendly and professional customer interactions.
    • Advised clients on bank products, such as mortgage, educational and personal loans.
    • Processed quarterly vault and ATM audits with a zero error rate as a backup head teller.
    08/2003 to 05/2006
    Teller Wachovia Bank NA City, STATE,
    • Created strategies to develop and expand sales of services to existing customers, yielding $1M+ in monthly deposits and loans.
    • Executed customer transactions, including deposits, withdrawals, money orders and checks.
    • Rapidly and efficiently prepared customer ATM cash and change orders.
    • Sold cashier's checks, traveler's checks, and money orders to drive additional revenue gains.
    • Organized, stocked and maintained teller window area.
    • Executed wire transfers, stop payments and account transfers, and processed exchange and foreign currency.
    • Ensured customer satisfaction ratings by timely offering proactive resolution ideas while driving actionable responses to questions, concerns, or challenges.


    Education
    Expected in
    Bachelor of Science: Business Management
    Miles College - Birmingham, AL
    GPA:

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    Resume Overview

    School Attended

    • Miles College

    Job Titles Held:

    • Consumer Asset Processor
    • Personal Banker
    • Teller

    Degrees

    • Bachelor of Science

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