Financial Services Representative resume example with 14+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Well-grounded leader experienced in banking and financial services pursuing challenging role within the financial industry . Successful at managing and building relationships to deliver a flawless client experience. Successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving clients and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.

  • Business development and planning expertise
  • Analytical problem solving
  • Risk mitigation
  • Strong technical acumen
  • Financial analysis
  • Investment banking services
  • Financial Management
  • Understanding Of Financial Reporting
  • Financial Services And Products
  • Financial Budgeting And Reporting
  • Problem Resolution
  • Project Organization
  • Operational Improvement
  • Process Improvement
  • Digital Banking Products And Services
  • Onsite And Remote Services
  • Administration
  • Performance Management
  • Exceptional Client Service Skills
  • Staff Recruitment and Hiring
Work History
04/2016 to Current Finance Manager Genealogybank | Minneapolis, MN,
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Reduced marketing costs by streamlining marketing roles, leveraging communications materials, and monitoring budgets.
  • Enhanced profitability to achieve marketing objectives and drive productivity and growth from concept to implementation.
  • Considered business demands and customer preferences when developing pricing structures and marketing plans.
  • Established, initiated and optimized business. development strategies based on company targets, product specifications, market data and budget factors.
  • Created organizational structures to improve accounting and finance functions.
  • Executed optimal sales strategies to achieve commercial goals for Chicago land market.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Increased revenue 10 % by assisting with operations management, including sales and marketing efforts.
07/2009 to 04/2016 Branch Manager III (NMLS# 752315) Rasmussen College | Fargo, ND,
  • Assessed employee performance and developed improvement plans.
  • Resolved escalated client issues, which boosted retention rates.
  • Maintained friendly and professional client interactions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Managed multiple branches with average of $150 million + in deposits.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Reviewed loan applications against established parameters.
  • Managed branch team with 14 client service representatives.
  • Developed business plan for maximum profitability and effectiveness.
  • Expert financial advice on mortgage, educational and personal loans.
  • Monitored more than 300 Business client relationships per month.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Developed prospects for new loans though weekly cold calling.
  • Engaged employees in business processes with positive motivational techniques.
  • Identified and capitalized on community business opportunities with effective networking.
06/2006 to 09/2009 Branch Manager I (NMLS# 752315) US Bank | City, STATE,
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act.
  • Originated, reviewed, processed, closed and administered client loan proposals.
  • Accomplished multiple tasks within established timeframes.
  • Oversaw entire loan process to ensure clients received exceptional service.
  • Cross-trained existing employees to maximize team agility and performance.
  • Established and updated work schedules to account for changing staff levels and expected workloads.
  • Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
  • Successfully closed average of 10 loans per month.
  • Advised clients on mortgage, home equity and personal loans.
  • Expertly grew loan book by of $1.2 million per quarter.
  • Assigned tasks to associates, staffed projects and updated all involved parties to enhance optimal business flow.
Expected in | College Of Engineering University Illinois At Chicago, Chicago, IL GPA:
Expected in Associate of Science | Computer Science Morton College , Cicero, IL GPA:

Health and Life License

Property and Casualty License

SIE Exam

NMLS #752315

series 7 (in progress)

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Resume Overview

School Attended

  • University Illinois At Chicago
  • Morton College

Job Titles Held:

  • Finance Manager
  • Branch Manager III (NMLS# 752315)
  • Branch Manager I (NMLS# 752315)


  • Associate of Science

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