Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Flexible shift leader who excels in a fast-paced environment looking for a position with growth opportunities. I've learned that providing excellent customer service is the way to go. Although my responsibilities are many I am good at multitasking. I have to be in charge of the backline as well as the frontline at the same time. As a CSR previously know as a teller I have various responsibilities. The most important is achieving the client’s needs. It starts with providing excellent customer service. While doing transactions such as cashing checks, deposits, cashier’s check, withdrawal and many other transactions. When doing many of these transactions we as CSRs can uncover customer’s financial priorities and solutions that will benefit them. While a Financial Center Assistant Manager i was successful in managing highly effective teams with focus on account service and retention. I am a detail-oriented financial professional with 6 years of industry experience. Persuasive communicator with proactive approach to resolving account and customer service issues. Sharp banking professional with talents which shine in competitive, innovative and creative environments.

  • Fast and efficient service worker
  • Accustomed to shift work
  • Dedicated team player
  • Optimistic
  • Excellent customer service
  • Fluent in Spanish
  • Quick learner
  • Employee training
  • Planning and coordination
  • Friendly, positive attitude
  • Organizational skills
Financial Center Assistant Manager, 09/2018 - Current
Independent Bank Group, Inc Georgetown, TX,
  • Delivered comprehensive bank-wide process flows for sales, originations, underwriting, closing and servicing activities, including identification of applicable regulations, risks, controls and opportunities for improvement.
  • Counseled customers in selection of financial products to meet banking needs.
  • Directed execution of comprehensive control assessments, including identifying potential compliance risks and likelihood and impact of fines and penalties resulting from non-compliance while maintaining fair and equal access to financial services.
  • Articulated growth objectives and operating plans.
  • Developed annual branch business plan for maximum profitability and effectiveness.
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
Client Service Representative, 06/2015 - 08/2018
Highmark Inc. Union City, PA,
  • Process transactions accurately and efficiently with established policies and procedure such as check cashing, withdrawals, deposits, transfers, etc.
  • Ability to identify customers needs and refer to Relationship Bankers
  • Perform daily duties such as running work on remote capture system
  • Perform opening or closing procedures properly Identifying any fraudulent activity and reporting it.
  • Educated clients on how to conduct transactions with convenient online solutions.
  • Greeted incoming customers to provide immediate, friendly and knowledgeable support.
Shift Leader, 07/2013 - 07/2015
Core Mark Kearney, NE,
  • Count inventory to keep track of food and supply demonstrated integrity and honesty while interacting with guests, team members and managers.
  • Pleasantly and courteously interacted with customers.
  • Maintained high standards of customer service during high-volume, fast-paced operations.
  • Count register and safe.
  • Keep track of sales and labor, built loyal clientele through friendly interactions and consistent appreciation.
  • Cross-trained and coordinated scheduling with team members to ensure seamless service.
  • Immediately informed supervisors when supplies were low or if equipment was not functioning properly.
  • Handled currency and credit transactions quickly and accurately.
  • Managed schedules, accepted time off requests and found coverage for shifts.
  • Generated reports to assess performance and make adjustments.
Sales Associate, 04/2013 - 07/2013
Bed Bath & Beyond Eugene, OR,
  • Providing excellent customer service Greeting customers as they entered the store Determining wants and need of the customer.
  • Getting fitting rooms ready.
  • Putting new merchandise away up selling products such as perfumes, jewelry, accessories.
  • Ringing up transactions.
  • Keeping the store clean as well as organized.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions.
Education and Training
High School Diploma General: , Expected in 2010
Rancho Bernardo High School - San Diego, CA,

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School Attended

  • Rancho Bernardo High School

Job Titles Held:

  • Financial Center Assistant Manager
  • Client Service Representative
  • Shift Leader
  • Sales Associate


  • High School Diploma General

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