financial center manager iii resume example with 20+ years of experience

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

Diligent Insurance Claims Adjuster versed in accident investigations, documentation and management. Passionate about quality and customer satisfaction with record of consistently exceeding company goals. Organized and detail-oriented investigator dedicated to improving efficiency, productivity and profitability through continuous process improvement. Analytical thinker skilled at developing innovative solutions to complex problems.

  • All Lines Adjuster License in TX / LA / MS / AL / FL / GA / WA / SC / NC / CT / DE / KY / OK / MI / AR / WV / IN / MT / OR / UT
  • Allstate Certification
  • State Farm Property Certification
  • Personal, Casualty and Auto Property Loss
  • Xactimate
  • Symbility
  • Policy Investigations
  • Underwriting Knowledge
  • Advanced Oral/Written Communication Skills
Work History
09/2021 to Current
Desk Claims Adjuster Fifth Third Bank Hurricane, WV,
  • Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
  • Investigated Hurricane Ian and Storm Elliott claims by reviewing policy contracts and conducting file reviews to determine claim coverage based on cause and facts of loss.
  • Enhanced customer satisfaction by delivering honest advice to policyholders in regards to repair work and body shop processes.
  • Investigated vehicle damage inflicted resulting from emergency situations and natural disasters.
  • Coordinated with local body shops to assign repair jobs and obtained rental vehicles for customers for duration of restoration process.
  • Issued payouts to insured / claimants.
  • Identified issues, analyzed information and provided solutions to problems.
  • Identified suspicious claims, escalating issues to supervisor for further investigation and analysis.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Utilized appropriate cost containment techniques to reduce overall claim costs.
  • Trained other claims staff members on proper handling and evaluation of auto claims.
  • Conducted thorough property investigations to identify and classify damages for customer claims.
  • Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
10/2022 to 11/2022
CAT Property File Reviewer - Tower Hill Change Healthcare Pegram, TN,
  • Examined Hurricane Ida claim forms and other records to determine insurance coverage.
  • Investigated and assessed damage to property and reviewed property damage estimates.
  • Interviewed agents and clients to correct errors or omissions and investigate questionable claims.
  • Verified insurance claims and determined fair amount for settlement.
  • Prepared summaries of damage, payments and policy coverage.
  • Reviewed field inspections and coordinated all insurance claim audits.
  • Synthesized data into comprehensive quarterly written reports for management.
10/2017 to 09/2021
Financial Center Manager III Central Bancompany Shawnee, KS,
  • Built and lead high-performance team focused on achieving sales and service goals.
  • Implemented policies to improve efficiency and team performance.
  • Collaborated with internal business partners to deliver cohesive banking experience to customers.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Resolved escalated customer issues and boosted retention rates by 18%.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
  • Investigated legal issues pertaining to money laundering, fraud, disputes and theft claims.
  • Collaborated with internal / external regulatory representatives to investigate and resolve claims, complete accurate filings and maintain compliance.
  • Interviewed bankers and customers to correct errors / disputes and investigate questionable claims.
  • Evaluated all evidence with ultimate goal of creating positive outcomes for customer's claims.
  • Provided guidance on policies and procedures to harmonize responses, provide appropriate investigation actions and reach resolution of grievances.
  • Analyzed information gathered by investigation and report findings and recommendations.
  • Maintained detailed records and completed regular reports for operations, compliance and human resources needs.
  • Utilized exceptional writing, editing and proofreading skills to produce engaging and error-free content.
  • Negotiated settlement agreements to resolve disputes.
  • Established productive working relationships with public officials and law enforcement officers.
04/2015 to 09/2017
Business Development Manager JPMorgan Chase Bank N.A City, STATE,
  • Developed and built business from start up to generate 6-figure sales annually; established strong customer base with retail clients.
  • Designed and implemented customer satisfaction metrics.
  • Provided training to employees on pursuing new business opportunities, providing effective vehicle presentations, incorporating customer benefit statements and utilizing proactive closing techniques.
  • Served as mentor to junior team members to ensure all sales and service goals were achieved.
  • Initiated program that standardized employee training and led to increase in customer satisfaction by 12%.
  • Developed innovative business plans and sales / service strategies for vertical markets.
  • Cultivated relationships with key players in various industries to create ongoing and mutually beneficial referral systems.
07/1995 to 03/2015
Banking Center Manager Company Name City, State,
  • Managed team of 14 professionals.
  • Responsible for overall leadership, management and success of Retail Banking Center.
  • Coached staff to increase sales / service success and productivity; designed strategies to meet or exceed sales goals and improve revenue / retention.
  • Successfully increased branch profitability by 16% after launching new Chase Private Client program in 2013.
  • Built effective relationships with customers, business partners, staff and members of the community.
  • Mentored team members to succeed and advance within the department and company.
  • Delivered employee performance appraisals and compensation planning.
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Coordinated and conducted sales / service presentations each week with staff members to discuss branch progress and trends.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Expected in 2016 to to
Graduate Academic Certificate: Human Resource Management
University of North Texas - Denton, TX
Expected in 2009 to to
BBA: Management
Davenport University - Grand Rapids, MI

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Resume Overview

School Attended

  • University of North Texas
  • Davenport University

Job Titles Held:

  • Desk Claims Adjuster
  • CAT Property File Reviewer - Tower Hill
  • Financial Center Manager III
  • Business Development Manager
  • Banking Center Manager


  • Graduate Academic Certificate
  • BBA

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