lead specialist resume example with 13+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Dedicated banking professional with 22 years of experience in meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

  • Self-Motivated
  • Dependable and Responsible
  • Customer Relations
  • Clerical Support
  • Data Entry
  • Supply Management
  • Good Telephone Etiquette
  • Team Building
Work History
03/2016 to 03/2022
Lead Specialist Factset Research Systems Inc. Remote - United States, GA,
  • Carefully reviewed all documents and repo
    rts for completeness and accuracy.
  • Scanned, filed and transmitted various documents and adhered to digital filing procedures.
  • Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
  • Evaluated current document processes, suggested methods for change and implemented successful improvements.
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Set up, stored and updated customer files, department records and regulatory paperwork.
  • Verified credit histories, personal references and employment backgrounds for each applicant.
05/2014 to 03/2016
Teller Supervisor Bancfirst Corporation Mcalester, OK,
  • Examined tellers' reports of daily transactions for accuracy.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
  • Promoted bank's products and services by consistently cross-selling to customers.
  • Researched and resolved customer issues on personal savings, checking and line of credit accounts.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Purchased and maintained office supply inventories while adhering to budgeting practices.
  • Reviewed operational and security reports to identify possible hazards or security breaches.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
11/2010 to 03/2014
Universal Banker Western Alliance Bancorporation Oakland, CA,
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Helped clients protect assets through variety of strategies.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Developed tailored solutions to meet individual banking needs.
  • Managed portfolio of accounts and monitored for issues in need of attention.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Created and managed community events and customer promotions.
  • Utilized up-to-date information to make effective decisions governing bank operations.
  • Opened, closed and updated accounts for customers.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Prospected for new business through networking, community outreach and customer referral generation.
10/2008 to 11/2010
Assistant Branch Manager First Horizon Corp. Morristown, TN,
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Supervised team of 10 branch employees and made recommendations regarding performance evaluations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
  • Implemented process improvements to increase productivity.
  • Developed sales strategy to meet established sales objectives.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
Expected in
No Degree: Liberal Arts And General Studies
Columbia Greene Community College - Hudson, NY,
Expected in 06/1998
High School Diploma:
Taconic Hills Central School District - Craryville, NY,

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Resume Overview

School Attended

  • Columbia Greene Community College
  • Taconic Hills Central School District

Job Titles Held:

  • Lead Specialist
  • Teller Supervisor
  • Universal Banker
  • Assistant Branch Manager


  • No Degree
  • High School Diploma

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