Jessica Claire
Montgomery Street, San Francisco, CA XXX05 (555) 432-1000,

Manager with solid leadership skills who dependably achieves branch goals. Experienced and dedicated team player experienced in overseeing operations of individual and multi-unit facilities.Track record of increasing sales, improving client retention and growing customer base.Skilled team player who is inspired and motivated to help customers build their financial independence.Amiable Branch Manager experienced in leading constructive and cooperative working relationships within a team setting. Consistently leads branch staff in exceeding sales goals while delivering excellent customer service. Skilled in developing and grooming exceptional bank personnel. Strong focus on staff relations and teamwork.Experienced Manager dedicated to continuous improvement in branch performance.Possess the ability to lead not only myself, but others to achieve results.Proven history of getting results by using sales techniques & coaching/mentoring/motivating others to work harder/smarter. Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.

Extensive successful business development skills & experience.



Excellent communication skills Energetic People-oriented Detail-oriented

Excellent time management skills

Excels in team leadership Excellent work ethic

Strong interpersonal skills Dependable Complex problem solving

Exceptional customer service

Sales expertise

Strong sense of banking ethics

Practiced knowledge of bank security systems

Debt and credit management





Team player


Strong work ethic

  • Received an internal audit score of 100% on multiple reviews .
  • Led a team to achieve 100% Gallup customer service scores on multiple occasions.
  • Led branch teams to become Chairman Club members while with Regions .
  • Managed 3 nonperforming & unprofitable offices into successful financial centers generating more then $1.2 net income ( Clayton Bank ) in less then 2 years.
  • Recognized with the Pyramid of Excellence for outstanding sales & customer service ( Regions )
  • Freelanced as a business financial specialist recognized as the person who can get the job done correctly, timely & efficiently.
04/2013 to 03/2015 Owner/manager Chick-Fil-A | Surprise, AZ,

Resigned from Clayton Bank to work for myself as a Business financial specialist. Helped a variety of professional clients, small manufacturing companies & retail outlets to grow/develop while reducing costs. Responsible for seeking out businesses, understanding operations, financial/lending & making recommendations to improve their bottom line. Outsourced lending opportunities as well as banking needs, suggested new products, web sites, etc.

02/2011 to 03/2013 Manager Texas Health & Human Services Commission | Mexia, TX,
  • Responsible for the daily operations of 3 banking offices in Henderson TN.
  • business development, coaching/mentoring/training staff, consumer, commercial & agricultural lending.
  • handling ORE properties, HR, audits, community involvement, P&L, Developed the annual branch business plan for maximum profitability and effectiveness.
  • Managed the largest branch in the region, achieving high customer satisfaction rates.
  • Assisted senior-level credit officers with complex loan applications.
  • Performed daily maintenance of the loan applicant database.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
  • Educated customers on the variety of loan products and available credit options.
  • Executed the loan origination process, including ordering credit reports, appraisals, preliminary title reports, UCC searches, environmental reports, insurance information and flood certificates.
07/2007 to 02/2011 Manager III Circle K Stores, Inc. | Homestead, FL,
  • Responsible for the daily operations of a banking center in Henderson TN.
  • Some of the duties included: HR, customer service, business development, all types of lending, coaching/training/mentoring staff & new managers, attaining corporate goals, community involvement, audits, staffing, P&L, filled in as regional sales manager due to vacations & numerous other duties.
  • Left to work at a local competing bank that offered greater job responsibilities.
  • From 07/2007 to 07/2008 worked as manager for the Cortez Rd office before transferring to TN.
  • Also managed 3 locations while helping to train/mentor new managers for their roles.
05/2003 to 07/2007 Manager III VP Coast Bank | City, STATE,
  • Responsible for the management of the daily operations of a new banking office in Bradenton FL.
  • Some of the duties included: Strong business development, mentoring/training staff, customer service, P&L, audits, community involvement, all lending, staffing, goal attainment.
  • Also responsible for managing an additional center & filling in as temporary regional manager.
  • Left due to uncertainty with the banks financial condition.
06/2002 to 05/2003 Cross-Border Market/Sales Manager VP RBC Centura | City, STATE,
  • Responsible for training/coaching/mentoring 11 branch managers & team members to achieve.
  • corporate goals.
  • Also responsible for client service issues, lending, insurance & annuity.
  • sales, community involvement, business development, marketing issues, HR issues.
  • Left due.
  • to the elimination of the Market Managers role across the state of Florida.
08/2000 to 06/2002 Manager II VP American Bank/Gold Bank | City, STATE,
  • Managed a banking center in Bradenton & Palmetto Fl.
  • Responsible for customer service,.
  • staffing, training/coaching staff, lending, deposit growth, annuity/insurance sales,.
  • corporate goals, P&L, audits, business development, community involvement, HR issues.
10/1996 to 08/2000 Manager FOA/NationsBank/BOA/SouthTrust/Suntrust | City, STATE,
  • Started as a teller & worked up to CSR then ass't mgr & manager in 13 months.
  • As manager was responsible for managing a banking office in Bradenton FL.
  • The banking center was bought & sold by several banks but the duties remained essentially the same.Provide training/coaching for the staff, audits, customer service, lending,business development, referrals, P&L, HR issues, staffing, attaining company goals.
Expected in 05/1979 Bachelor's Degree | English Dalhousie University, Halifax, Nova Scotia GPA:



Extensive banking skills in all areas, business development, business planning, coaching, experienced in consumer, commercial & some agricultural lending. Strong interpersonal skills, Excellent communication, vast credit knowledge, client/customer satisfaction, customer service, database, Dependable, detail-oriented experienced with financial, HR, insurance, insurance sales, team leadership, loan origination, managing, marketing, mentoring, office, problem solving, sales, sales manager, staffing, time management, UCC.

Some underwriting experience, a great teacher with patience, motivated & loves a challenge.

Exceptional in operations control.

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Resume Overview

School Attended

  • Dalhousie University

Job Titles Held:

  • Owner/manager
  • Manager
  • Manager III
  • Manager III VP
  • Cross-Border Market/Sales Manager VP
  • Manager II VP
  • Manager


  • Bachelor's Degree

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