financial center assistant manager resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

My objective is to pursue new and exciting opportunities in the retail Industry while leveraging my unique skill set in data analytics, risk management, compliance, and education to bring new insights to the Industry. I have direct experience in analyzing financial reports, assessing strategic shortfalls, and implementing new performance strategies while mitigating risk. Seeking new position with exciting challenges where great skills in complex problem solving, risk management and financial analytics will be valued.

  • Relationship Building
  • Strategy Development
  • Decision Making
  • Operational Reporting
  • Compliance Assessment
  • Financial Resource Management
  • Business Relationship Management
  • Problem Anticipation and Resolution
  • Data Analysis
  • Risk Assessment and Classification
  • Business Intelligence Gathering
  • Cash Flow Management
  • Microsoft Office
  • Loss Mitigation
  • Commercial Lines of Credit
  • In-Depth Research
Financial Center Assistant Manager, 12/2018 to Current
Independent Bank Group, IncMckinney, TX,
  • Responsible for creating, implementing, and overseeing risk mitigation procedures in a high-risk financial sales environment
  • Recommended improvements to management controls designed to safeguard institutional resources and promote growth in compliance with government laws and regulations.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Established budgets and strategic business plans for daily operations.
  • Identified potential compliance risks and likelihood and impact of fines and penalties resulting from non-compliance while maintaining fair and equal access to financial services.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Evaluated historical, current and forecast data to determine opportunities for development and enhancement.
Relationship Manager, 12/2013 to 12/2018
Bank Of MarinSan Francisco, CA,
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Collaborated with various departments to improve communication and deliver individualized customer solutions.
  • Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
  • Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
  • Reviewed and analyzed client financial data to plan proposals.
  • Developed and enhanced client relationships by leveraging exceptional business expertise.
  • Provided information on technology resources to improve client financial well-being.
  • Promoted strategies for enhancing credit management processes, including processing loan documentation and maintaining compliance with financial standards.
Specialty Sales Manager of Connections, 12/2010 to 12/2013
Best BuyCity, STATE,
  • Developed, planned and organized sales strategies to achieve desired results and goals.
  • Identified customer needs and collaborated with cross-functional departments to deliver on expectations.
  • Conducted consultative selling approach with customers using visual aids, samples and other key resources.
  • Optimized product and service offerings to diversify customer base and reach additional market segments.
  • Supported sales team members to drive growth and development.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Implemented creative sales and marketing strategies to assist sales team with reaching targets.
  • Supervised and trained 15+ employees on successful selling techniques.
  • Optimized sales and marketing directives by closely monitoring employee progress, reviewing regional and local markets and effectively managing inventories.
  • Achieved company growth for several consecutive years through market expansion and sales.
  • Used change methodologies to increase sales and led projects for increased productivity.
Education and Training
Doctor of Jurisprudence: , Expected in 01/2011
Florida A&M University College of Law - Orlando, FL
Bachelor of Science: Political Science, Business Administration, Expected in 01/2008
University of Central Arkansas - Conway, AR

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Resume Overview

School Attended

  • Florida A&M University College of Law
  • University of Central Arkansas

Job Titles Held:

  • Financial Center Assistant Manager
  • Relationship Manager
  • Specialty Sales Manager of Connections


  • Doctor of Jurisprudence
  • Bachelor of Science

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