financial center manager resume example with 10+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Performance driven with over 6 years experience in client management and operational excellence. Proven ability to achieve and exceed all revenue and business-development goals in high-pressure environments. Seeking to expand on my skills and experience.
  • Excellent time management skills
  • Strong interpersonal skills
  • Excellent communication skills 
  • Detail-oriented and organized 
  • XXX5 Annual BOA Pinnacle winner (Top 5% Relationship Manager in the country) 
  • XXX6 Signature Series Graduate (12 week leadership course through Bank of America)  
01/XXX6 to Current Financial Center Manager Allied Universal Security | Marietta, GA,
  • Tasked with ensuring accurate performance reporting, analyzing monthly goals with daily performance reports, and preparing account  process to ensure that bank policies and procedures are within compliance standards, resulting in 100% on the most recent audit.
  • Monitor employee activities and take action when necessary to insure work quality standards and planned schedules are maintained.
  • Managed customer experience by implementing Meet the Customer play and resolved client related issues within a timely manner. Consistently maintained over 90% for 13 weeks on Customer Engagement scores.
07/XXX3 to XXX6 Relationship Manager The Provident Bank | Amesbury, MA,
  • Strategized driving business by calling clients from a portfolio assigned to set appointments for the team.
  • Referred over 15 quality investment referrals to the Merrill Lynch partners, 20 combined home loans and Small businesses in a month.
  • Driving revenue for the branch, consistently exceeding my goal over 185% each quarter.  
05/XXX0 to 07/XXX3 Customer Service Associate Capitol Federal Savings Bank | Salina, KS,
  • Dual role of platform and teller support. Provide routine client engagement to current and potential clients.
  • Assess customer information and recommend appropriate product and service solutions from the client interactions. 
  • Build client rapport with value and benefits of suggested alternatives, workplace champion 
  • Met and exceeded all sales goals
Expected in | Early Childhood Education West Essex Community College, West Caldwell, NJ GPA:
Computer Skills
  • Experienced with Microsoft & Mac operating platforms
  • Microsoft Office (Word, Outlook, Excel)

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Resume Overview

School Attended

  • West Essex Community College

Job Titles Held:

  • Financial Center Manager
  • Relationship Manager
  • Customer Service Associate


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