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

Hello. I am a stay at home mother with a background in point of sale, customer service, banking and employee training.

I have had some amazing opportunities to learn various new skills and fields in my professional life, including as a customer service manager at Fleet Farm that eventually opened the door to my banking career. The amazing opportunity to transition to a stay at home mom gave me a great opportunity at JoAnn Fabric that allowed me to interact with the public in a new way.

I have not only enjoyed each new challenge in my life, but have found that success comes whenever we have confidence in ourselves, and we find the right team to stand with us.

I am looking for that team, and a new challenge, now that my kids are both entering school full time. I am searching for a company that seeks value in a friendly, outgoing employee who enjoys interaction with customers and co-workers while providing accurate and professional results.

  • 20 years customer service experience
  • Natural problem solver
  • Self motivated
  • Accepts new challenges
  • Banking knowledge
  • Multi-tasker
  • Relationship development
  • Cash Handling
Work History
12/2018 to 03/2020 Education Coordinator Altru Health System Clinic | Warroad, MN,
  • Transitioned from Part-time Keyholder to Education Coordinator in December 2018.
  • Developed and maintained positive relationships with customers attending classes to help promote a positive image for the Creator's Studio and encourage additional participation in new classes.
  • Established class schedules for all instructors and hosted bi-monthly open houses to generate sales and customer knowledge of the Creator's Studio classroom.
  • Created and maintained a fresh, fun and inspiring classroom while training and managing instructors and assisting customers with education questions and concerns.
  • Continually improved knowledge, skills and performance based on feedback and class curriculum provided by JoAnn Fabric corporate office.
  • Hosted classes for Cricut electronic cutting machines, including learning and teaching new techniques and projects bi-monthly while offering an outstanding experience to every student.
07/2015 to 12/2018 Part-time Retail Keyholder Fort Knox Federal Credit Union | Elizabethtown, KY,
  • Transitioned from customer service associate to Keyholder in September 2015.
  • Resolved conflicts and ensured each customer was inspired by their interactions at J
  • Managed the staff on shift including breaks and ensured closing staff restocked, cleaned and returned proper equipment each night.
  • Maintained excellent record, successfully securing cash and sales slips each night along with associate's equipment and securing the store location.
01/2011 to 06/2014 Branch Manager New Market Bank | City, STATE,
  • Promoted to Branch Manager in January 2010
  • Ensured the banch was functional, secure and professional while striving to retain a small, hometown feel that focused on relationship building versus a sales atmosphere.
  • Processed loan approvals and denials based on bank policies and regulatory requirements for personal loans, home equity lines of credit and mortgages.
  • Other responsibilities included supervising 4 tellers, providing initial and ongoing training for Customer Service Specialists, implementing and updating products and services and marketing for all four branches.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Oversaw branch team consisting of 3 tellers and 2 customer service representatives, along with several departments that coincided with my responsibilities as branch manager.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Created and maintained marketing strategies and materials as part of the marketing committee.
  • Created and implemented new products and services for both personal and business deposits, including implementing eStatements, Mobile Deposit, HSA accounts and in branch check printing, switching debit card providers and updating the deposit accounts for personal banking.
06/2006 to 12/2009 Customer Service Representative/ Senior CSR New Market Bank | City, STATE,
  • Assisted all customers setting up new accounts for the Lakeville branch, including personal and business checking and savings, Traditional and ROTH IRA accounts, Health Savings Accounts and Certificate of Deposits.
  • Cultivated customer loyalty and increased products per account by establishing a relationship while providing professional and detailed customer service and financial advice, and maintaining excellent product knowledge.
  • Answered general incoming calls for all four branches, finding answers and solutions whenever possible to ensure our customer's received the best experience.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Promoted from Customer Service Specialist to Senior Customer Service Specialist in May 2007 taking on additional responsibilities of training and cross training tellers and banker, maintaining the "title" of product expert in all deposit products and services, and handling several weekly, monthly and quarterly responsibilities such as reporting for savings account withdrawal regulations and overseeing the Customer Identification Program documentation on every new customer.
Expected in 1999 High School Diploma | Amery High School, Amery, WI GPA:

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School Attended

  • Amery High School

Job Titles Held:

  • Education Coordinator
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  • High School Diploma

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