financial solutions specialist 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:

Hardworking and reliable FSS II (almost FSS III) with strong ability to improve the financial lives of our neighbors and their businesses. Offering hard work, dedication and passion I believe that with my knowledge and resources, I will be able to find a solution to any of my clients needs and/or wants.

  • Reliable & Trustworthy
  • Training & Development
  • Work ethic
  • Team building
  • Leadership
  • Team management
  • Flexible
  • Communication
  • Collaboration
  • People skills
  • Time management
Financial Solutions Specialist, May2017 to Current
Firefighters Community Credit UnionParma, OH,
  • Achieved personal sales goals for previous years.
  • Created a positive environment to keep a motivated and fun team.
  • Use previous management skills to lead, coach and develop team for success.
  • Support the efforts of my manager, allowing her to drive business development activities.
  • Actively build customer loyalty by numerous customer interactions.
  • Model exceptional customer service by demonstrating and holding team accountable for developing product expertise and providing an exceptional experience for all customers.
  • Reinforces the consistent and disciplined use of our Customer Service Promise and related behaviors.
  • Proactively works with customers and prospects to offer an array of financial solutions including loans, products and services to help them achieve their goals and Financial Confidence.
  • Work closely with partners to educate team and customers on services that the bank offers through Brokerage, Trust, Mortgage, Small Business, Insurance, Treasury Management, Corporate Banking and Merchant Services.
  • Provide an oversight and manage the center’s overall performance related to operations, expense management, security, compliance, and risk management.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Recognized by management for providing exceptional customer service.
  • Kept team on track by assigning and supervising their activities and giving constructive feedback.
  • Prioritized and organized tasks to efficiently accomplish service goals.
Customer Sales Lead/Manager, 06/2015 to 2017May
Pandora, Westmoreland MallCity, STATE,
  • Supervised associates engaged in all selling and operational activities, including inventory management, ringing POS transactions, and in performing services for customers.
  • Supported upper management in general operations of the store to ensure a great customer experience and maximum profitability.
  • Promoted customer service by ensuring associates are greeting and assisting customers while responding to customer inquiries and complaints in a professional and timely manner.
  • Performed basic operations activities including cash handling and reporting, price changes, merchandise handling, and open and closing duties.
  • Monitored associate sales activities and productivity; acknowledged and communicated performance to associates; motivated and trained new and existing associates to achieve full potential.
  • Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
  • Oversaw management and implementation of new revenue strategies, sales initiatives and customer engagement tactics to increase market share.
  • Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
  • Supported all sales team members to drive growth and development.
  • Led quality assurance initiatives to increase revenue by implementing efficient practices and sales techniques.
  • Maintained professional network of potential clients and business opportunities.
Top Sales Seller, 09/2013 to 12/2015
Bath And Body Works, Limited BrandsCity, STATE,
  • Communicated effectively with clientele to maintain customer satisfaction and loyalty.
  • Overcame customer objections to use of products and services, answering questions and providing information and new perspectives to show value.
  • Manned sales booths in public places or at special events, engaging public to maintain brand awareness and challenging to try products or services.
  • Developed relationships with customers and presented promotions that increased shelf space, sales and profit.
  • Planned and followed through with inventory management for each store.
  • Met with supervisors to determine appropriate sales and productivity targets, setting goals to challenge personal development and reach new levels of performance.
  • Maintained high feedback ratings from customers by responding quickly to questions and problems.
Hostess/Cashier Assistant, 04/2013 to 02/2014
Bob Evans RestaurantCity, STATE,
  • Responsible for greeting guests in a friendly manner and escorting them to tables.
  • Monitored guests’ needs and the workflow of the restaurant and sat them accordingly.
  • Effectively handled guest complaints and involved manager at appropriate time.
  • Handled cash and credit transactions; accurately accounted for all receivables including cash, credit cards, and gift cards.
  • Assisted in marketing, promotional services and situational selling, such as communicating new promotions, products or marketing information to guest.
  • Handled guest complaints with tact and professionalism, turning dissatisfied guests into raving fans.
  • Consistently cross sold bakery items with other purchases.
Education and Training
Associate of Arts: Business Management, Expected in 05/2017 to Westmoreland County Community College - ,
High School Diploma: , Expected in 06/2014 to Hempfield Area High School - ,
Additional Information
  • AWARDS/CERTIFICATE , Business Certificate- WCCC December 2016 Business Management Degree -WCCC May 2017 Business Diploma-WCCC May 2017

Pennsylvania licensed Notary.


By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Westmoreland County Community College
  • Hempfield Area High School

Job Titles Held:

  • Financial Solutions Specialist
  • Customer Sales Lead/Manager
  • Top Sales Seller
  • Hostess/Cashier Assistant


  • Associate of Arts
  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: