financial sales representative lll resume example with 12+ years of experience

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

Resourceful Relationship Banker having 10+ years of industry experience with a desire to drive profitability through a high level of professionalism, passionate leadership, and strategic efficiency. Detail-oriented individual that retains in-depth understanding of customer behavior and business functionality with sound expertise. Key team player that promotes an environment of mutual respect and support for co-workers. An individual that can adapt to multi-dimensional environments to actively engage with partnerships within/outside the organization.

  • Operations/Process Improvement
  • Team Development/ Leadership
  • Critical Thinker
  • Financial Industry Awareness
  • Procedural Compliance Strategic Planning & Execution
  • Community Advocate/ Financial Counseling
  • Reliable and Responsible
  • Diplomatic
  • Professional
  • Detail Oriented Multitasker
  • Self-Motivated
  • Client Relationship Management
Work History
03/2016 to Current
Financial Sales Representative lll Citizens Business Bank Burbank, CA,
  • Assisted with management of branch supervision and operations
  • Led sales and service delivery for branch employees through sales production, training, and mentoring
  • Delivered financial expertise to help identify action plans for end-to-end financial operations
  • Spearheaded Financial Wellness Campaign in the community and participated in CRA activities for assigned geographic
  • Improved overall performance ranking by providing excellent customer service and generating positive reviews
  • Oversaw branch audit and liaised between internal auditors to adhere to compliance guidelines
  • Prepared loan closing documents for centralized loan processing
  • Vault and Teller cross trained, proficient in several bank processes
  • Completed accurate high volume money counts with both manual and machine driven approaches
  • Analyzed data bases while conducting due diligence reporting and risk assessments
  • Liaise with Legal, Compliance, Credit Administration, Information Security, Business Continuity, Financial Intelligence and Information Technology when needed
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Oversaw financial sales to monitor compliance with legal requirements and company policies.
  • Developed incentives for Tellers, achieving sales targets to increase revenue, turned around negative performance trend for credit card sales by improving sales by 100%
  • Mentored and trained newly hired team members on appropriate policies and procedures
  • Served as Lead Training Ambassador for company mergers and acquisitions
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
  • Gathered customer information and maintained in CRM database.
12/1997 to 02/2000
Financial Sales Representative Heritage Bank City, STATE,
  • Fostered positive relationships and retained broad range of clients through continual communication and prompt service
  • Exhibited high levels of professionalism when dealing with clients and staff
  • Leveraged in-depth product/service knowledge for providing key recommendations to clients for establishing new accounts
  • Collected data on competitors' pricing and promotions through primary and secondary research techniques
  • Accurately processed routine financial transactions such as cash drawer balancing, deposits and withdrawals, loan payments, and ledger reconciliations
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Boosted financial service sales by using cross-selling techniques.
  • Practiced optimism and positivity when communicating with customers to handle conflict resolutions
  • Investigated and solved customer's issues with promptness and purposefulness
  • Identified potential investment solutions for clients by reviewing their financial reports
  • Generated leads from customer referrals
01/1994 to 12/1997
Customer Service Representative/ Teller Compass Bank City, STATE,
  • Performed Teller cash transactions, balanced cash drawer, reconciled discrepancies, handled clerical and administrative duties
  • Assisted customers with bank products and services
  • Tracked reporting and storing of information related to transactions, bank supplies, and customers ensuring all information was accurate and complete
  • Answered constant flow of customer calls with minimal wait times.
  • Vault and Teller crossed trained
  • Provided primary customer support to internal and external customers.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Cultivated customer loyalty, promoted repeat business and improved sales.
  • Completed teller transactions with accuracy including but not limited to balancing teller drawers, taking payments, deposits and withdrawals, vault, credit card processing, cash advances, foreign currency, cashiers checks, and money transfer services
  • Sought ways to improve processes and services provided.
  • Effective liaison between customers and internal departments.
Expected in 05/2022 to to
Banking Diploma: Business Management And Organization
Georgia Bankers Association Banking College - Athens, GA,
  • Professional development completed in Banking Management and Organization GBA is registered with the National Association of State Boards of Accountancy (NASBA)
Expected in 05/2009 to to
Associate of Arts: Interior Design
University of Alabama in Huntsville - Huntsville, AL,
Expected in 1995 to to
No Degree: Chemical Engineering
Auburn University - Auburn, AL

Notary State of Georgia, License- NMLS (National Mortgage Licensing System), ABA Banker Branch Manager, and ABA Banker Leadership

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Resume Overview

School Attended

  • Georgia Bankers Association Banking College
  • University of Alabama in Huntsville
  • Auburn University

Job Titles Held:

  • Financial Sales Representative lll
  • Financial Sales Representative
  • Customer Service Representative/ Teller


  • Banking Diploma
  • Associate of Arts
  • No Degree

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