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Jessica Claire
  • , San Francisco, CA 94105
  • H:
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
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Professional Summary
Performance-oriented professional with high level of integrity, leadership and a vast background in sales and finance. Good reputation for problem solving, team building, driving overall sales and operational changes. Talented in identifying new market trends and revenue opportunities. Enthusiast and dependable with dynamic communication skills and eager to contribute to team's success. Bilingual (Advanced Portuguese, Intermediate Spanish), determined, motivated, adaptive learner, keen to grow and excel.
Skills
  • ATM
  • Balance
  • Business processes
  • Closing
  • Clients
  • Databases
  • Direction
  • Financial
  • Inventory
  • Leadership
  • Office
  • Presentations
  • Quality
  • Rapport
  • Sales
  • Selling
  • Scheduling
  • Spreadsheets
  • Strategy
  • Teaching
  • Phone
Work History
Member Relationship Officer III, 09/2017 - 05/2019
Charles Schwab Corporation Barrington, IL,
  • Managed four branches with sales department, helping to develop strategy to boost sales and member knowledge.
  • Engaged employees in business processes with positive motivational techniques.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Resolved customer complaints to maintain elevated level of satisfaction and instilling confidence in their financial future.
  • Provided leadership and direction to achieve team's goals.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Delivered engaging sales presentations to new and current employees,.
  • Meet with customers to assess needs and propose customized solutions.
Senior Banker, 08/2015 - 09/2017
Engineering Consulting Services, Ltd. Chicago, IL,
  • Sourced and pre-qualified leads and identified new business opportunities by daily outbound calls to build partnerships and achieve sales quota increasing sales by over 50%.
  • Manage all operations to eliminate procedural errors for the Branch, included but not limited to get branch ready for audits, scheduling, vacations.
  • Trained and mentored new staff to maximize performance, efficiency and compliance.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of customers preferences.
  • Drive sales by creating outstanding customer experience and Coached employees, teaching selling methods and encouraged cross-selling to drive revenue.
  • Built rapport with account holders by reaching out with product recommendations.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Banking Officer/Teller Associate, 11/2011 - 06/2015
Federated Mutual Insurance Company Grand Rapids, MI,
  • Assisted Branch manager with branch operations, scheduling, branch audits, balance and replenish ATM.
  • Assist Sales and Service Manager in creating and maintaining sales culture and achieving branch goals.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Receives loan applications and submitted applications to underwriter for verification and recommendations from start to end.
  • Evaluated member's information to explore issues, develop potential solutions and maintain high-quality service.
  • Open and closes all types of personal and business accounts.
  • Awards for exceedingly over 200% of sales goals for multiple years.
  • Represented company professionally in all situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
Administrative Assistant, 03/2009 - 10/2011
RP Cleaning Services City, STATE,
  • Reviewed files, records, and other documents to obtain information and respond to requests related to current and new business.
  • Managed office supplies, vendors, organization, and upkeep.
  • Contact clients regarding unpaid and underpaid accounts.
  • Tracked and recorded expenses to maintain accurate, current, and compliant financial records.
  • Managed inventory by restocking supplies and placing purchase orders.
  • Developed and updated spreadsheets and databases to track and report invoices, expenses, and income.
Customer Service, -
, ,
  • Credo Honor Roll, 2015, 2016, 2017 Honoree exceptional Sales and,.
  • Recognition award for a 100% sales goals reached and exceeded by over 200%, multiple years.
Education
Bachelor of Science: Business Administration and Marketing, Expected in
-
Catholic University of Santa Catarina | Jaragua Do Sul - ,
GPA:
Work History
Customer Service, -
,
  • Credo Honor Roll, 2015, 2016, 2017 Honoree exceptional Sales and,.
  • Recognition award for a 100% sales goals reached and exceeded by over 200%, multiple years.
Member Relationship Officer III, 09/2017 - 05/2019
CapCom FCU Albany, NY
  • Managed four branches with sales department, helping to develop strategy to boost sales and member knowledge.
  • Engaged employees in business processes with positive motivational techniques.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Resolved customer complaints to maintain elevated level of satisfaction and instilling confidence in their financial future.
  • Provided leadership and direction to achieve team's goals.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Delivered engaging sales presentations to new and current employees,.
  • Meet with customers to assess needs and propose customized solutions.
Senior Banker, 08/2015 - 09/2017
Citizens Bank Schenectady, NY
  • Sourced and pre-qualified leads and identified new business opportunities by daily outbound calls to build partnerships and achieve sales quota increasing sales by over 50%.
  • Manage all operations to eliminate procedural errors for the Branch, included but not limited to get branch ready for audits, scheduling, vacations.
  • Trained and mentored new staff to maximize performance, efficiency and compliance.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of customers preferences.
  • Drive sales by creating outstanding customer experience and Coached employees, teaching selling methods and encouraged cross-selling to drive revenue.
  • Built rapport with account holders by reaching out with product recommendations.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Banking Officer/Teller Associate, 11/2011 - 06/2015
Sunmark FCU Schenectady, NY
  • Assisted Branch manager with branch operations, scheduling, branch audits, balance and replenish ATM.
  • Assist Sales and Service Manager in creating and maintaining sales culture and achieving branch goals.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Receives loan applications and submitted applications to underwriter for verification and recommendations from start to end.
  • Evaluated member's information to explore issues, develop potential solutions and maintain high-quality service.
  • Open and closes all types of personal and business accounts.
  • Awards for exceedingly over 200% of sales goals for multiple years.
  • Represented company professionally in all situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
Administrative Assistant, 03/2009 - 10/2011
RP Cleaning Services Clifton Park, NY
  • Reviewed files, records, and other documents to obtain information and respond to requests related to current and new business.
  • Managed office supplies, vendors, organization, and upkeep.
  • Contact clients regarding unpaid and underpaid accounts.
  • Tracked and recorded expenses to maintain accurate, current, and compliant financial records.
  • Managed inventory by restocking supplies and placing purchase orders.
  • Developed and updated spreadsheets and databases to track and report invoices, expenses, and income.
Interests
  • NMLS License
  • Volunteer at animal Shelters since 2013
  • Volunteer at the Northeast Kidney Foundation
  • Credo Honor Roll, 2015, 2016, 2017 Honoree due Community and volunteering work
Skills
  • ATM, balance, business processes, closing, clients, databases, direction, financial, inventory, leadership, office, presentations, quality, rapport, Sales, selling, scheduling, spreadsheets, strategy, teaching, phone
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    Resume Overview

    School Attended

    • Catholic University of Santa Catarina | Jaragua Do Sul

    Job Titles Held:

    • Customer Service
    • Member Relationship Officer III
    • Senior Banker
    • Banking Officer/Teller Associate
    • Administrative Assistant

    Degrees

    • Bachelor of Science

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