Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
As a career professional with a 7 year background in branch management financial and real estate services; I offer a vast knowledge of finance, regulatory requirements and retail bank operations experience. 
I am inspired and motivated to help customers build their financial independence and I am committed to exceeding sales goals and improving branch performance. As a team member my devotion to delivering excellent customer service paired with my sharp retail banking talents will always shine in a competitive, innovative and creative environment.
I have a proven track record of increasing sales, improving client retention and building a solid customer base these are just a few of the assets to be harvested by my future employer for years to come.
  • Energetic
  • People-oriented
  • Excellent communication skills
  • Proficient in complex problem solving
  • Account analysis expertise
  • Expert in risk management
  • Integrity
  • Detail-oriented
  • Excels in team leadership
  • Excellent work ethic
  • Strong interpersonal skills
  • Financial analysis and planning
  • Accomplished sales/ teller coach 
  • Received and maintained internal audit proficiency score of "Satisfactory Achievement" from February 2008 until my resignation and departure in 2012 resulting in a Certificate of Operations Excellence.
  • Created strategies to develop and expand existing customer sales and retention during financial crisis, resulting in 23% increase in annual sales elevating my branch performance from a level 6 to a Performance level 1.
  • Successfully and efficiently managed operations and maintained branch sales performance in the absence of a Branch Manager for 8 months, resulting in the honor of Branch Conversion Leader during the 2010-2011 JP Morgan Chase acquisition of Washington Mutual.
  • Received recognition for two exceptional retail branch conversions both for operations proficiency and branch performance of Atlanta, Georgia and Los Angeles, California.
Insurance Sale Agent/ Financial Advisor, 2012 - 04/2012
New York Life City, STATE,
  • Actively recruited business leads to gain access to their employees to perform free educational seminars about personal finance and retirement planning.
  • Generated leads (6-10 new client appointments) weekly and performed compelling sales presentations to create a client base.
  • Analyzed applicants' financial, health status and goals to determine product needs and feasibility of granting insurance. 
  • Adhered to State and Federal compliance regulations by determining age/rate locks, issuance of disclosures, policies, riders and fee waivers. 
  • Provided expert financial advice on;  insurance products, retirement options, educational planning and mitigating long term care costs. 
Operations Manager/ ASM, 01/2008 - 2012
JP Morgan Chase City, STATE,
  • Managed the Performance Level 1 branch in the region, achieving high customer satisfaction rates while maintaining 15-20% consistent quarterly and annual increases.
  • Superior Operations and Risk Management; limiting in branch fee waivers, teller outages and internal loss to under $1100 annually.
  • Actively recruited and oversaw training for all new branch operations and retail sales employees.
  • Collaborated in the development and team application of annual branch performance commitment plans ensuring maximum profitability and effectiveness.  
  • Received and maintained "Operations Excellence" by achieving "Satisfactory Audit Ratings" and adhered to all federal and state compliance guidelines for retail banking, lending and investments.
  • Coached and offered Personal Banker accountability to increase core deposit growth and expand customer household relationship services.
Real Estate Sales Agent/ Realtor, 11/2005 - 04/2007
First Team Real Estate City, STATE,
  • Educated customers on the variety of mortgage loan products and available credit options including expert advice about property appraisals, home inspections and FHA programs.
  • Provided financial analysis reports of commercial and residential real estate, borrower's financial statements, lease reviews and market research.
  • Initiated and executed buyer loan application and origination process, including ordering credit reports, appraisals, preliminary title reports, title searches, environmental reports, insurance information and insurance certificates.
  • Adhered to all federal and state compliance guidelines for real estate agreements and retail mortgage lending.
  • Assisted senior-level credit, escrow and title officers with complex buy/ sell agreements and facilitated (buyer loan) applicants' by ascertaining financial status, credit and property evaluation to determine the likeliness of granting a loan and closing property agreements.
  • Performed seller presentations, market research, property evaluations and negotiated the buy/sell agreements and attainable commission rate. 
: Life, Accident and Health, Expected in 2012
Financial Campus - Myrtle Beach, SC
  • Issued South Carolina D.O.I.: Life, Accident and Health Insurance Producer License
  • Certification of  financial instruments and underwriting practices include; Long Term Care, Life Cycle Income Options, Variable Annuities, Traditional IRA, Roth IRA and Corporate and Municipal Bonds. 

Associate of Arts: Business Adminstartion, Expected in 2005
Axia Western University - Phoenix, AZ
California Online Campus, Associate College of University of Pheonix 
Coursework in Real Estate Finance, Economics and Business Administration
: Real Estate Sales Agent, Expected in 2004
Kaplan University - San Diego, CA
  • Granted California Department of Real Estate Sales License 2005
  • Real Estate Agent Program (1 year), Sponsor First Team Real Estate
Associate of Arts: Business Administration , Expected in 2003
Orange Coast College - Costa Mesa, CA
A.A. Program Business Administration (Liberal Arts) with Transfer
High School Diploma: Diploma , Expected in 1999
Fountain Valley High School - Fountain Valley, CA
1999 High School Graduate 
Recipient of the Coastal Arts Scholarship 1999-2000  
: , Expected in
Honors - ,
  • Women in Business Achievement Award, California 2005

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School Attended

  • Financial Campus
  • Axia Western University
  • Kaplan University
  • Orange Coast College
  • Fountain Valley High School
  • Honors

Job Titles Held:

  • Insurance Sale Agent/ Financial Advisor
  • Operations Manager/ ASM
  • Real Estate Sales Agent/ Realtor


  • Associate of Arts
  • Associate of Arts
  • High School Diploma

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