Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Knowledgeable and dedicated customer service and banking professional with extensive experience in Financial Services Industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Work History
Online Banking Specialist, 01/2006 - Current
Midfirst Bank Chickasha, OK,
  • Assist customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge and bank policies
  • Responsible for all escheatment accounts (i.e. assigning accounts an opened status)
  • Provide online banking support and Debit/ATM card activation
  • Investigate and resolve accounting, service and delivery concerns
  • Responsible for all bank escheatment accounts; directly responsible for identifying customer's deposit (checking, savings, etc.) and time deposit (CD) accounts that are considered abandoned
  • CTR reporting and review of large cash transactions using the Verafin system
  • Perform daily reconciliation and posting of returned deposited items
  • Daily Monitoring of Red Flags for new accounts opened
  • Open new accounts via the Online Banking Web portal by gathering all appropriate information to open account and educate account holders on company or bank policies
  • Maintained the IRA portfolios
  • Process research request from archived files
  • Process levies from a variety of government agencies and banking institutions
  • Assist with the processing of Automatic Clearing House (ACH) transactions and in clearing Items
  • Office Mailing Change of Address letters and negative balance issues
  • Answer telephone and address inquiries
  • Initiate wire transfers
  • Sorting and distributing mail
  • Update and amend Policy and Procedures for Operations Department
Personal Banker/Bank Teller, 01/2001 - 01/2006
Motion Recruitment Mesa, AZ,
  • Performs routine financial transactions such as deposits, withdrawals, advances, loan payments while providing outstanding positive customer service experiences to members.
  • Develops and follows procedures to minimize errors and manage risk on behalf of our customers, while providing information on new products and services.
  • Assist with regular security reviews and internal audits of accounts, transactions, and deposits.
  • Explain federal, state, and bank policies to customers in a friendly and clear manner.
  • Maintain a variety of automated and manual logs, records and files; performs a variety of record keeping, filing, indexing and other general clerical work.
  • Responsible for interviewing and engaging prospective customers inquiring about opening new accounts, such as savings or checking accounts.
  • Prepare forms for signature cards, cashier checks, drafts and money order.
  • Prepares weekly, monthly, and ad-hoc financial/transactional reports.
Office Receptionist, 01/2000 - 01/2001
International Resource Recovery City, STATE,
  • Aggregated and prepared documentation and reports for office meetings, distribution and filing.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Drafted professional memos, letters and marketing copy to support business objectives and growth.
  • Oversaw inventory activities, including materials monitoring, ordering or requisition and supply stocking or re-stocking.
  • Prepared and processed bids for government trash contracts.
  • Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
  • Provided logistical support for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Communicated with customers via phone and email to confirm, schedule, and perform business activities as well as respond to inquiries.
Skills & Abilities
  • Microsoft Office (Excel, Word, Power Point, Access, Outlook)
  • Verafin Financial Crime Management System
  • Fiserv-Merchant Capture & Fiserv-CWS
  • Administrative functions
  • Compliance, banking laws and regulations
  • Problem resolution
  • Operational improvement
  • Customer service
  • Regulatory Compliance
  • Relationship building and management
  • Cash handling expertise
  • Revenue Generation
  • Audit coordination
  • GAAP and statutory reporting
  • Advanced financial analysis
  • Financial and operational reporting
  • Strong Critical Thinking and Analytical Skills
  • Policy and Procedure Modification
  • Credit and collections
  • Bookkeeping
  • Scheduling
  • Financial Verification
  • Financial Reporting
  • Account Reconciliation
  • Account Auditing
  • Bank Reconciliation
Accomplishments & Awards
  • Broadway Federal Bank Employee of the Quarter in 2014, 2015, 2017, 2019
High School Diploma: , Expected in 1998
George Washington Preparatory High School - Los Angeles, CA
  • Graduated cum laude

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Resume Overview

School Attended

  • George Washington Preparatory High School

Job Titles Held:

  • Online Banking Specialist
  • Personal Banker/Bank Teller
  • Office Receptionist


  • High School Diploma

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