Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Skilled financial professional with over 10 years experience in the financial services industry. I'm dedicated, motivated, and very competitive in my career. I work diligently to build, maintain, and improve relationships with my customers, everyday. I have top tier customer service scores and was a sales champion for 3 consecutive years. I pride myself on effective communication and attention to detail to bring the highest level of service to my customers.

  • Missouri Life and Variable Insurance License
  • FINRA Series 6 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • FINRA Series 7 License
  • Goal-oriented
  • People-oriented
  • Reliable
  • Excellent communication skills
  • Inspiring team leader
Financial Specialist, 01/2013 to Current
Sea Mar Community Health CentersMonroe, WA,
  • Proactively engaging bank customers to conduct overall financial reviews with an emphasis on savings and investing.
  • Coaching the branch staff on a daily basis as to what makes a great referral in order to increase our branch goals.
  • Partnering with multiple bank specialists to broaden our clientele to deliver a superior banking experience for our customers.
  • Driving investment revenue for the branch by using various investment channels according to the customer's investable assets.
  • Working closely with a Financial Advisor to find suitable investment solutions for our customers.
  • Targeting the mass affluent segment within the branch to bring a more sophisticated style of banking and investing atmosphere.
  • Making at least 50 contacts per week to set up a minimum of 10 appointments per week.
Licensed Financial Sales Consultant, 10/2009 to 01/2013
PNC BankCity, STATE,
  • Identified banking and investing opportunities for bank clients, by efficiently profiling all areas of their financial situation.
  • Conducted daily coaching sessions with the branch staff as to what makes a good referral.
  • Assisted customers with their lending needs by offering and selling HELOCs, HEILs, auto loans, secured and unsecured personal lines of credit.
  • Worked closely with a Financial Advisor to develop and implement a wide variety of investment planning recommendations.
BBA: , Expected in 2008
Fontbonne University - Saint Louis, MO

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  • Fontbonne University

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  • Licensed Financial Sales Consultant


  • BBA

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