LiveCareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Career Focus

I am seeking further positive advancement with my professional career in the banking industry. Looking to apply the knowledge and skills I have obtained throughout my professional experience.

Summary of Skills
  • Detail and Goal oriented.
  • Outstanding leadership skills.
  • Able to work with minimum supervision.
  • Outstanding sales and customer service background.
  • outstanding organizational skills.
Education
Monterey Peninsula College Monterey, Ca. Expected in 2005 General Education : - GPA :
Accomplishments

Production

  • Top 5 Banker, 2011- San Diego District II (12 branches, 75 Bankers)
  • Top 5 Banker, 2012- Silicon Valley District III (10 branches, 70 Bankers)
  • Brought in $4 Million new money, consumer savings balance- 2012
  • Part of a team that raised deposit balance by 15% over previous year

Product Roll-Out

  • Part of a team that implemented a new platform to the branch, Chase Private Client, dealing with more affluent clients to offer concierge style banking.
  • Requirement is that the client have a minimum of $250,000 in deposit balance.
  • Since the roll-out, which was in October of 2012, I have referred 20 clients to that platform.

Professional Experience
First National Bank Texas - Licensed Relationship Banker
Siloam Springs, AR, 01/2011 - Current
  • Responsible for offering and selling financial products and services to both consumer and small business customers.
  • Establish, develop, retain, and deepen long-term relationships with current and potential customers in the community.
  • Make Sales calls to current and prospective clients and make appointments to ensure my sales goals are met.
  • Work closely with my book of premier clients, keeping up with their banking needs and offering various different options to doing their banking.
  • Work closely with my partners in the branch, referring them every potential lead on the Investment, Mortgage or Business side of the bank.
  • Staying on top of my contact manager, appointment calendar, and outlook express to ensure that I am getting the most of all of the resources available to me.
Flir Systems - Personal Banker
Pittsburgh, PA, 09/2004 - 03/2011
  • Responsible for offering and selling financial products and services to both consumer and small business customers.
  • Taking consumer and small business loan applications while ensuring all of the required information is obtained to comply with established policies and procedures.
  • Following up with the credit team to clear any outstanding contingencies.
  • Working closely with the credit and funding team until the closing process.
  • Communicating with the customer throughout the loan process from credit the decision up to going over the loan terms prior to funding.
  • Handle more complex loan products because of seniority and in-depth product knowledge.
  • Establish, develop, retain, and deepen long-term relationships with current and potential customers in the community.
  • Hold an officer position as well as the branch's small business specialist, formerly credit card and Consumer Real Estate (CRE) specialist.
  • Responsibilities include but are not limited to ensuring the banking center is meeting its goal in these sp.
Plainscapital - Customer Service Specialist
Portland, OR, 03/2004 - 09/2004
  • Handled complex customer service issues in the banking center and on the phone.
  • Supported both the sales team and operations side of the branch in handling service requests and ensuring customer satisfaction.
  • Analyzed situations to possibly refer to business partners.
  • Identified customer needs as they arrived in the banking center and pointed them in the right direction to meet their needs.
Belle Tire - Teller
Whitestown, IN, 03/2003 - 01/2004
  • Processed transactions accurately and efficiently in accordance with established policies and procedures.
  • Identified customer needs and referred financial products.
  • Ensured regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Acts are adhered to.
Mackerel Jack's Trading Co - Assistant Manager
City, STATE, 06/1999 - 04/2003
  • Was promoted in a short period of time to be part of a management team that managed operations in three different retail souvenir stores.
  • Supervised and directed six to ten associates in daily duties that included attaining to customer's needs in a retail environment.
  • Managed the inventory process by taking part in buying products for the store, overlooking shipping and receiving, and ensuring proper volumes are maintained.
Accreditations
  • FINRA Series 6 and 63 holder.
  • CA Life only Insurance Agent.
  • Notary Public, State of California.

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Resume Overview

School Attended

  • Monterey Peninsula College

Job Titles Held:

  • Licensed Relationship Banker
  • Personal Banker
  • Customer Service Specialist
  • Teller
  • Assistant Manager

Degrees

  • General Education

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