Independent Business Process And Solutions Consultant resume example with 19+ years of experience

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

Accomplished, results-driven sales and management professional, offering 13 years of leadership and account management experience as an integral part of fast-paced sales teams. Consistent achievements as a top producer-increasing revenues, portfolio and profits through expertise in business development, relationship building, exceptional service follow up. Strategic planning, sales and marketing experience, combine with qualifications in staff development, coaching and management to drive and deliver performance results.

Summary of Skills
  • Leader, driven, self-directed, building rapport and customer-focused.
  • Strong sales experience, client acquisition, relationship, risk management and negotiating skills.
  • Proficient in credit/financial analysis, collections, conflict resolutions, problem-solving skills, business analysis and sustainability.
  • Excellent presentation, public speaking, interpersonal, verbal and written communication skills.
  • Extensive experience in sales, retail, community banking, business banking, management and lending.
  • Profiling, retention, development, lead generation, customer needs assessment and cross-selling.
  • Extremely organized, time management, attention to detail, multi-tasking, strategic alliances and innate resourcefulness.
  • Sales Increased Practice Finance annual gross sales by 16%.
  • Grew sales goals by 22% year over year in new loans, deposit and proxy.
  • Exceeded Sales Management goals by 20% on a quarterly basis, which led to promotion to "Assistant Vice President, Business Relationship Manager " Title within 12 months.
  • Awarded the "Wells Fargo Star Performer of the Year" Award, 2012.
Professional Experience
Independent Business Process and Solutions Consultant, 05/2015 to Current
Bath FitterNorth Billerica, MA,
  • Maximized 10 sales team members to consistently exceed sales goals by 16% each month.
  • Grew a portfolio of 300 High-net worth business accounts totaling $137MM in deposit, $50MM in loan and exceeded high customer satisfaction and profitability.
  • Delivered consistent internal audit score of 98% as a Branch Manager.
  • Increased client satisfaction by 25% year over year: earned reputation with clients for providing customer service excellence.
  • Market Research/Organizational Development Generated existing customer sales, resulting in a 16% increase of Wells Fargo Practice Finance financial profitability.
  • Led and trained 100 of Colorado/California Bankers/Executives during the 2009 Wachovia and Wells Fargo Bank merger/acquisition implementation strategy.
  • Spearheaded the Central Business Banking /Volunteer-Diversity team's philanthropic giving and employee participation by 10%.
  • Oversaw all dealership/customer requests prior to approval, verified completion of financial documents and business feasibility.
  • Spearheaded the tactical, marketing and strategic projects throughout various areas of the business generated 20% increase in revenue, cost/expense reductions, and working capital optimization.
  • Maximize consultative services to executives including financial reviews, business development, and strategic project.
  • Reduce and optimize lead identification/evaluation of the organization's risk areas to improve Profit and Loss.
  • Implement meetings, cash flow reports, composing accounts payable/receivable and administering surveys.
  • Generate marketing strategy and execution of the Business/Customer Process and financial metrics.
Asst. Vice President, Internal Sales Team Manager, 12/2013 to 06/2015
UnivestFranconia, PA,
  • Developed, coached and supervised 10 West Coast Region Practice Finance Inside Sales team (Regional Finance Officer) that processed credit/lending options for dental, physicians, optometry and veterinary practices.
  • Exceeded goals and expectations by 16% of $500 million in healthcare practice finance loan goal.
  • Forecasted, monitored, pipeline/deal status report's which resulted 10% increase of sales metrics month after month.
  • Oversaw and analyzed all loan requests prior to approval, verified completion of credit packages and business feasibility.
  • Optimized all lending transactions from origination through the close of deal are processed completely, accurately, in accordance with turn-times and quality customer service standards.
  • Directed loan tracking/monitoring/forecasting system and loan exceptions through Salesforce reporting.
  • Contributed to the credit underwriter's /RFO's structuring loan packages, credit requests and escalations.
  • Maximized partnerships with other Wells Fargo Specialists: Implementation Consultant, Credit Analysts, Business Banking Executives, along with the direct manager and reviewed/assisted with products, recommended changes, improvements and training.
Asst. Vice President, Business Relationship Manager, 05/2011 to 12/2013
Relx GroupBellevue, WA,
  • Achieved $137MM in deposit and $50MM in loan with the 300 high net-worth, mid size companies directly managed and serviced.
  • Increased cash flow and revenue growth by 20% for corporate clients, high net-worth ($1MM+) individuals/business owner's.
  • Served as primary trusted business advisor of 300 new/existing business customers for all of the banking needs.
  • Increased client satisfaction by 25% year over year: earned reputation with clients for providing customer service excellence.
  • Collaborated with loan underwriters in the review/negotiation/collection of loan documents of all credit /lending requests.
  • Awarded top deposit production for generating over $22 million new bank funds/deposit in 2013.
  • Awarded top sales producer, consistently exceeded sales goals by 20% year over year in new loans, deposits and proxy.
  • Cross-sold and optimized an array of bank services to Wells Fargo Specialists: credit, deposits, cash/wealth management, payroll, merchant and other business banking products to commercial clients.
Branch Manager, 01/2009 to 05/2011
  • Led a team of 20 branch employees that executed all sales activities, budget, banking laws, regulations and increased 20% sales goals through effective sales management techniques.
  • Recruited, trained, and mentored staff on client profiling, conducting sales meetings, and closing deals.
  • Team lead for 22 Business Banking Specialists of the S.F.
  • Metro District on top of managing a branch.
  • Exceeded over 20% sales expectations for the entire branch, investment goals by 18%, mortgage loans by 200% and business growth of 25% from November 2009 to 2011.
  • Awarded top honors in passing audit, business development and revenue growth by 20% from January 2009 to 2011.
  • Consistently received top honors for customer service excellence throughout the San Francisco Bay Area.
  • Produced financial seminars and quarterly bank community outreach programs business/home owners in San Francisco.
Sr. Business Banking Specialist/Asst. Branch Manager, 10/2006 to 01/2009
  • Earned fast track promotion from Sr.
  • Business Banking Specialist to Asst.
  • Manager within 36 month's period and managed two separate Wells Fargo branches.
  • Awarded recipient of the San Francisco Bay Region Top performer Banker "Golden Coach" award in 2008 to 2009.
  • High-profile management position accountable for driving new personal, business accounts and developing strategic alliances with clientele.
  • Cross-sold to business customers and referred other banking products to other areas of Wells Fargo Bank as appropriate.
  • Represented Bank at offsite events including tabling events, financial wellness seminars and workplace banking events.
  • Trained teams of hundreds of Bankers and Executives during Wells Fargo's merger, acquisition of Wachovia Bank and personally led the transition to the state of Colorado.
Personal Banker, 09/2005 to 10/2006
  • Opened personal bank accounts, handled cash transactions, cross-sold bank products and resolved customer service issues.
  • Achieved new accounts, revenue and customer retention goals by 25% year over year.
  • Increased client profitability by 20% through relationship building, outstanding service delivery, cross-selling and referral development to various banking divisions within Wells Fargo Bank as appropriate.
New Business Development Analyst and Campaign Advisor, 08/2004 to 09/2005
  • Delivered $5 million dollar fundraising sales presentations to retail companies: Macy's, Best Buy, Nordstrom, etc.
  • and increased corporate annual donations by 25%.
  • Conducted philanthropic/fundraising analysis of all top retail portfolios: Resulted in 15% employee campaign participation.
Product Marketing Manager, 02/2002 to 08/2004
  • Spearheaded the development, positioning and management of 30 new product inventions across the U.S.
  • Developed and managed a wide range of marketing tools, including promotional materials, direct-mail pieces, Web site content for customers, management, internal departments and vendors.
  • Negotiated with a network of global manufacturers to license and launch patented product ideas.
Bachelor of Art: Industrial & Organizational Psychology, Expected in 2013
San Francisco State University - San Francisco, CA
GPA: Awarded the Aim (Achieving Immensely More) Business Banking "Shining Star" Top Performer Award in 2012. *Awarded Business Direct Top Credit Card Producer in 2012 and 2013. *Recipient of Central Business Banking Deposit Production of the Year Award ($22MM) in 2013. *Achieved "Million Dollar Club" Production Excellence Award Business
Industrial & Organizational Psychology
Multilingual: English, Tagalog, and Visayan.

Personal Clifton Strengths Finder: Achiever, belief, learner, responsibility and extravert.

*Volunteer work: American Heart Association, Salvation Army, Glide Memorial Church and Stepping Stone Adult Day Care

*Fun Facts: Play/watch sports, outdoor activities, photography, traveling and singing.

Additional Information
  • ADDITIONAL INFORMATION Personal Clifton Strengths Finder: Achiever, belief, learner, responsibility and extravert. Volunteer work: American Heart Association, Salvation Army, Glide Memorial Church and Stepping Stone Adult Day Care Fun Facts: Play/watch sports, outdoor activities, photography, traveling and singing. 3

accounts payable, attention to detail, banking, budget, business analysis, business development, business owner, cash flow, closing, Coach, interpersonal, Consultant, Credit, Customer Relationship Management, CRM, clientele, client, clients, customer satisfaction, customer service, delivery, direct-mail, driving, English, fast, Finance, financial, financial analysis, forecasting, fundraising, funds, Inside Sales, internal audit, Team lead, MAC OS, managing, Market Research, marketing strategy, marketing, meetings, MS Office, Outlook, PowerPoint, 98, mortgage loans, multi-tasking, needs assessment, negotiating, negotiation, network, optimization, Organizational Development, payroll, positioning, presentations, problem-solving skills, producer, Profit and Loss, promotion, promotional materials, proxy, public speaking, quality, rapport, relationship building, reporting, retail, risk management, sales experience, selling, Sales, sales management, San, seminars, strategy, strategic, strategic alliances, surveys, Tagalog, Team Management, time management, underwriter, wealth management, Web site content, written communication skills

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Resume Overview

School Attended

  • San Francisco State University

Job Titles Held:

  • Independent Business Process and Solutions Consultant
  • Asst. Vice President, Internal Sales Team Manager
  • Asst. Vice President, Business Relationship Manager
  • Branch Manager
  • Sr. Business Banking Specialist/Asst. Branch Manager
  • Personal Banker
  • New Business Development Analyst and Campaign Advisor
  • Product Marketing Manager


  • Bachelor of Art

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