Director Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Experienced Director Of Membership Services with a demonstrated history of working in the financial services industry. Skilled in Budgeting, Banking, Retail, Cold Calling, and Customer Relationship Management (CRM). Strong community and social services professional Proficient in all aspects of Microsoft Office.

  • Flexible team player who thrives in environments requiring ability to effectively prioritize and juggle multiple concurrent projects.
  • Proven relationship-builder with unsurpassed interpersonal skills.
  • Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coaches employees to meet high performance standards.
Director, 01/2019 to Current
Willis Towers WatsonSouth Jordan, UT,
  • Conducted monthly audits of branch records and reports to assess performance and verify efficacy of established control systems.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Mentored staff to increase sales success and productivity.
  • Managed branch files per recordkeeping and compliance requirements.
  • Enforced company policies and procedures to strengthen operational standards across the branch.
  • Conducted job interviews, led employee performance evaluations with constructive feedback and rewarded top sales performers to attract and retain top-quality personnel.
  • Directed teams of professionals in special projects and daily operations.
  • Aided senior leadership during executive decision-making process by generating daily reports to provide data for consideration of corrective actions and improvements.
  • Trained managers and staff on information and duties required for daily activities.
  • Established budgets and tracked expenses to maintain operational efficiency.
Assistant Branch Manager, 10/2016 to 01/2019
Wintrust Financial Corp.Downers Grove, IL,
  • Set priorities for the staff members, direct and delegate work responsibilities, and ensure they are completed and implemented appropriately.
  • Maintain proper staffing levels, hire, and train new members on the financial products and services, to evaluate their performance and provide a constructive and a timely feedback, recommend suggestions that will assist in utilizing their potential to the optimal level.
  • Ensure that the benchmarks set are met, and are in compliance with the organization's goals and objectives, to enhance the professional growth of the employees, and to ensure that successful candidates are rewarded.
  • Make sure that customers are satisfied, understand their changing trends, and develop new strategies that would assist in meeting the short and long term financial goals.
  • Reviewed loan applications against established parameters to determine approval, rejection or modification requirements.
  • Trained and mentored highly effective teams to meet corporate service standards.
  • Monitored daily operations and supported Branch Manager in necessary duties.
  • Built client rapport through frequent individualized recommendations for financial products and services.
  • Provided bank leadership in absence of branch manager.
Community Branch Banker Team Lead III, 07/2007 to 10/2016
Mountain American Credit UnionSandy, UT,
  • Actively participates in managing relationships with commercial and retail clients.
  • Solicits new business through on-going prospect planning and outside calling efforts.
  • Pursues referrals and participates in sales calling program.
  • Assisting customer's request for loan products by accepting loan applications, answering questions and assisting with loan closings.
  • Promotes the reputation of the Company by establishing rapport with all customers while handling each customer with personal interest to ensure their financial needs are met by the Company's product and service offerings.
  • Recognizes potential sales opportunities through telephone or personal customer contact by listening and questioning customers of their financial services needs.
  • Maintains an in-depth knowledge of the Company's products and services and their interrelationships.

Financial Service Representative, 08/2006 to 08/2007
First Horizon BankCity, STATE,
  • Proactive in providing extraordinary customer service to all customers, building customer relationships by exercising effective customer service skills, utilizing referral skills, and transacting all business in a precise and timely fashion.
  • Working together with supervisors and co-workers to strive to meet sales and service goals and maintain a work environment beneficial to all employees.
Bachelor of Science: Finance and Business Administration, Expected in
UMUC - Catonsville, MD

Finance and Business Administration

CERTIFICATION: Adult And Pediatric First Aid/ CPR/ AED, Expected in 04/2019
American Red Cross - Baltimore, MD,

References available per request

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Resume Overview

School Attended
  • UMUC
  • American Red Cross
Job Titles Held:
  • Director
  • Assistant Branch Manager
  • Community Branch Banker Team Lead III
  • Financial Service Representative
  • Bachelor of Science