Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

A motivated team player looking to further my management and leadership skills in a professional customer service setting. I have spent several years in the retail banking industry and I have developed skill sets that I would like to apply to a new industry to continue my personal growth. My interest in investing (mainly cryptocurrency and real estate) has led me to seek an opportunity in real estate or property management to learn more about the industry. I'm comfortable with understanding the big picture and detail-oriented elements of a business. Excellent communication skills and organizational skills. Your business and customers’ needs will always be critical factors in my daily decision-making process and will be approached from a positive perspective with an optimistic attitude. A top priority for me is providing excellent customer experiences and building & deepening customer relationships. A tech-savvy, persuasive speaker, and empathetic towards the needs of others including colleagues and customers. Very receptive of both positive and negative feedback. A can-do attitude is a characteristic I enjoy exemplifying for others and myself.

  • Relationship Building
  • Problem Solving
  • Collaboration and Teamwork
  • Critical Thinking
  • Aptitude
  • Positive & Optimistic Mentality
  • Composure
Work History
Member Services Representative/ Branch Supervisor, 03/2019 - 04/2020
Klarna New York, NY,
  • Present and explain Credit Union services and products to members and assist in meeting their financial needs.
  • Open and close accounts.
  • Order checks for member accounts.
  • Complete payroll allocation or authorization forms.
  • Process written address change notices.
  • Answer questions and solve problems for members by listening to problems, collecting data, securing answers and reporting results to the inquiring party.
  • Take applications, gather information and process preliminary documentation on loan requests.
  • Verify loan applications and credit criteria including employment and income information.
  • Verify computation of debt ratio.
  • Determine value of collateral.
  • Request additional information if required.
  • Resolve member requests and questions promptly, courteously, and professionally.
  • Coordinate and process loan closings.
  • Ensure that each loan is promptly and properly prepared, documented, processed and disbursed.
  • Council members regarding financial matters and make referrals as needed.
  • Actively and professionally cross-sell Credit Union services.
  • Meet individual and branch/department sales goals.
  • Assume responsibility for effectively completing outbound sales calls.
  • Manage branch internal controls and daily operations.
  • Efficiently carry out opening and closing procedures for the branch.
  • Train new tellers and service representatives.
  • Send and receive bulk, branch cash orders and outgoing shipments.
Delivery Associate, 11/2018 - 02/2019
Cambridge Savings Bank Arlington Center, MA,
  • Completed on-time deliveries by choosing best and most efficient routes.
  • Completed rush deliveries on tight timetables to satisfy customer needs.
  • Updated dispatchers frequently to convey changes such as route issues or weather delays potentially impacting delivery schedules.
  • Loaded and unloaded various delivery vehicles with correct order and balancing.
Personal Banker, 03/2017 - 07/2018
City Of Springfield Springfield, MA,
  • Increased teller efficiency implementing improved service methods.
  • Promoted a diverse array of financial products by continuously acquiring new industry knowledge.
  • Networked to build client base and promote products to new and existing clients.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Established connections with new clients through proactive follow-up strategies.
  • Expanded client base through consistent product promotion and sales strategy.
  • Received incoming phone calls from customers and directed to corresponding department or individual for assistance.
  • Established new customer accounts including any deposit account and directed investment and loan clients to specialists available to assist.
  • Researched banking guidelines and requirements to stay updated on new laws and regulations.
  • Processed withdrawals, deposits, transfers and other daily financial transactions for customers.
  • Trained employees on cash drawer operations.
  • Delivered prompt, accurate and excellent customer service.
Branch Supervisor, 06/2014 - 09/2016
TCF Bank City, STATE,
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Trained employees on cash drawer and transactional operations.
  • Managed opening and closing times for the main branch.
  • Opened new customer deposit accounts and made changes in ownership, data, and product type for client accounts and profiles.
  • Oversaw the branches internal controls on a daily basis.
  • Managed the teller line.
  • Carried out sales strategies to market TCF financial products.
  • Created efficient branch schedules on a Bi-Weekly basis that appealed to the goals of the branch and availability of the staff.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Maintained confidentiality of bank records and client information.
Associate of Arts: Business Administration, Expected in 2017
Elgin Community College - Elgin, IL

3 Semesters of coursework in the field of study of Business Administration: Finance, Economics, Computer Science, Accounting, etc.

High School Diploma: , Expected in 06/2013
Burlington Central High School - Burlington, IL,
English :
Native or Bilingual:
Negotiated :
Spanish :
Native or Bilingual:
Negotiated :

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School Attended

  • Elgin Community College
  • Burlington Central High School

Job Titles Held:

  • Member Services Representative/ Branch Supervisor
  • Delivery Associate
  • Personal Banker
  • Branch Supervisor


  • Associate of Arts
  • High School Diploma

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