financial center manager resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - - -
Experienced professional with a successful career in consumer banking, leadership, and risk management. Proactive approach has resulted in capturing numerous accounts, expanding client base, and initiating fraudulent account closures. Proficient in AML, BSA, OFAC, and regulatory compliance.
  • Reliable
  • Excels in team leadership
  • Expert in risk management
  • Complex problem solving
  • Excellent multi-tasking skill
  • Excellent communication skills
04/2016 to Current
Financial Center Manager Allied Universal Security Maitland, FL,
Mentor staff to increase sales success and customer experience.
Exceed quarterly sales and service goals.
Consistently comply with company policies and government regulations.
Review and resolve customer concerns and complaints.
Consistently receive an exceeds rating on internal audit.
Initiated and completed a financial center permanent closing.
05/2004 to 04/2016
Financial Center Operations Manager Hsbc Levittown, PA,
Proficient in AML, OFAC, BSA, and all other bank regulatory compliance.
Recognize and report suspicious behavior to mitigate risk and losses.
Prepared center and associates for internal audits.
File all currency transaction, monetary instrument, and suspicious transaction reports.
Assisted in numerous fraudulent account closures.
Trained and developed new associates. 
07/2002 to 05/2004
Personal Banker Capitalsource Escondido, CA,
Met incoming customers and provided immediate assistance.
Listened to customer needs and preferences to provide accurate advice.
Gain new and deepen current client relationships.
Delivered exceptional account service to strengthen customer loyalty.
10/2000 to 07/2002
Bank Teller Travelzoo Inc. New York, NY,
  • Process client transactions accurately and efficiently while maintaining a balanced cash drawer.
  • Responsible for all incoming and outgoing cash shipments within the financial center.
  • Successful cash vault custodian. 
  • Identify fraudulent transactions and report to the appropriate areas.
04/1996 to 03/1998
Sales Associate Conduent Incorporated Cherry Hill, NJ,
Assist clients with purchases.
Open and arrange jewelry cases.
Prepare bank deposits.
06/1990 to 05/1992
Lockbox Associate First Chicago National Processing City, STATE,
Sort Mail
Process account transactions
Data entry
Leadership, advanced problem solving, customer service, and error free multi tasking skills.

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Resume Overview

School Attended

    Job Titles Held:

    • Financial Center Manager
    • Financial Center Operations Manager
    • Personal Banker
    • Bank Teller
    • Sales Associate
    • Lockbox Associate


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