financial center manager resume example with 13+ years of experience

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

Proficient bank management professional offering an organized and driven approach. Familiar with tracking metrics, generating reports and giving presentations to senior management. Talented sales leader and customer service expert. Results-driven Financial Center Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals.

  • Motivational Techniques
  • Risk Mitigation Strategies
  • Account Management
  • Reading Comprehension
  • Team Development
  • Sales Initiatives
  • Relationship Management
  • Team Coaching
  • Growth Portfolios
  • Talent Recruitment
  • Consumer Banking
  • Sales Coaching
  • Operations Oversight
  • Staff Evaluations
  • Branch Management
Work History
Financial Center Manager, 05/2021 - Current
Cadence Bank Hinesville, GA,
  • Built and lead high-performance team focused on achieving sales and service goals.
  • Implemented policies to improve efficiency and team performance.
  • Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
  • Tracked metrics such as Name to stay up to date on operations.
  • Collaborated with internal business partners to deliver cohesive banking experience to customers.
  • Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
Financial Coach, 02/2020 - 05/2021
Habitat For Humanity Richmond, KY,
  • Guided participants in development of realistic goals and enhanced accountability on financial matters.
  • Helped members leverage credit and asset building financial products.
  • Developed and delivered engaging group presentations and one-on-one coaching sessions.
  • Compiled success stories for internal and external program promotion.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
Customer Service Representative, 11/2018 - 01/2020
Hajoca Corporation Surprise, AZ,
  • Provided primary customer support to internal and external customers.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Responded to customer requests for products, services, and company information.
  • Processed customer service orders promptly to increase customer satisfaction.
  • Developed customer service policies and procedures to meet and exceed industry service standards.
  • Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
  • Used Excel to create and manage budgets, balance sheets and other related financial statements.
  • Inspected cash on hand, notes receivable and payable and negotiable securities to confirm accurate records.
Mortgage, Insurance and Claims Specialist, 07/2009 - 08/2018
Huk Coburg City, STATE,
  • Worked with claims adjusters and examiners to expedite processing in alignment with procedures.
  • Followed up with customers on unresolved issues.
  • Evaluated and settled complex insurance claims in strict timeframes.
  • Escalated files with significant indemnity exposure to supervisor for further investigation.
  • Utilized appropriate cost containment techniques to reduce overall claim costs.
  • Reviewed new files to determine current status of injury claim and to develop plan of action.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Obtained underwriting approval by completing application for coverage.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
High School Diploma : , Expected in
Victor Von Scheffel - Bad Staffelstein ,
Status -
Associate Of Business Administration: Office Supervision And Management, Expected in 05/2009
Berufsschule Forchheim - Forchheim ,
Status -
German :
Native or Bilingual:
Negotiated :

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Resume Overview

School Attended

  • Victor Von Scheffel
  • Berufsschule Forchheim

Job Titles Held:

  • Financial Center Manager
  • Financial Coach
  • Customer Service Representative
  • Mortgage, Insurance and Claims Specialist


  • High School Diploma
  • Associate Of Business Administration

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

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