Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Core Qualifications
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
05/2016 to Current
Personal Banker Simmons Bank Gainesville, TX,
As a Personal Banker, I devote much of my day  building long term relationships with our customers, in person and by phone. I deepen the understanding of our customers' financial needs and provide suggestions. While most of the job is performed in the stores, I reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, being active in the community.
05/2015 to 05/2016
Realtor Windermere Real Estate Mount Vernon, WA,
  • Compare a property with similar properties that have recently sold to determine its competitive market price.
  • Sell, for a fee, real estate owned by others.
10/2012 to 11/2013
Personal Banker/ Loan Officer Sutton Bank Columbus, OH,
  • Responsible for performing intermediate duties and support related to branch operational activities and financial services Processes all new account transactions; Cross selling the Bank's products and services; Opening, maintaining and closing of all account types; Performing branch clerical duties; Promoting business for the Bank by maintaining good customer relation and referring customers to appropriate staff for new services.
  • Interview applicants to determine financial eligibility for loans.
  • Request specified information.
  • Counsel applicants on loan repayments policies and restrictions.
  • Research lenders to find the lowest rate possible for a loan.
  • Set up repayment plans and modify existing setup if necessary Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
  • Maintain and review account records, updating and categorizing them according to status changes.
  • Ensure loan applications are complete and correct.
  • Review accuracies in billing.
  • Counsel clients on personal financial problems Set up payment plans for debt liquidation.
  • Analyze potential loan markets to find opportunities to promote loan and financial services.
  • Inform individuals and groups about the financial assistance available to college or university students.
  • Go over negative credit histories and recommend solutions to ameliorate financial situation.
  • Refer applicants to lenders who approve loans for consumers with less than perfect credit.
08/2009 to 07/2012
Lead Teller Teachers Federal Credit Union Port Jefferson Station, NY,
  • Supervise and coordinates activities of workers engaged in receiving and paying out money and keeping records of transactions in banks and similar financial institutions.
  • Assigns duties and work schedules to workers to ensure efficient functioning of department.
  • Trains employees in customer service and banking procedures.
  • Approves checks or payment.
  • Adjusts customer complaints.
  • Examines TELLERS' reports of daily transactions for accuracy.
  • Consolidates and balances daily transactions, using adding machine and computer.
  • Ensures supply of money for financial institution's needs based on legal requirements and business demand.
  • Allow customers access to safe deposit boxes, following specified procedures.
  • Monitor and review financial institution's security procedures and control access to vault.
  • Count and record currency and coin in vault.
02/2008 to 08/2009
Teller Hastings Mutual Insurance Co Des Moines, IA,
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
  • Prepare and verify cashier's checks.
  • Monitor bank vaults to ensure cash balances are correct.
  • Sort and file deposit slips and checks.
  • Carry out special services for customers, such as ordering bank cards and checks.
05/2006 to 01/2008
Receptionist Charter Spectrum Brea, CA,
  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
  • Schedule appointments and maintain and update appointment calendars.
  • Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
  • File and maintain records.
  • Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
09/1999 to 09/2004
Account Manager CWI Global Internet Technologies, Inc City, STATE,
  • Insuring all new clients were properly setup.
  • Answered and directed phone calls to necessary departments.
  • Assisted with billing and collection duties.
  • Assisted Sales with Leads and Referrals.
Expected in May 2002
Business degree:
El Paso Community College - El Paso, TX
Expected in
University of Phoenix Online - Sacramento, CA
Professional Affiliations
Bilingual (fluent Spanish
adding machine, scheduling appointments, Schedule appointments, banking, billing, cashier, clerical, closing, competitive, credit, clients, customer service, databases, Detail-oriented, Trains employees, financial, legal, market, access, mail, money, policies, Processes, real estate, receiving, maintain records, Research, selling, Sales, Spanish, fluent Spanish, switchboard, taking messages, telephone, phone, time management

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School Attended

  • El Paso Community College
  • University of Phoenix Online

Job Titles Held:

  • Personal Banker
  • Realtor
  • Personal Banker/ Loan Officer
  • Lead Teller
  • Teller
  • Receptionist
  • Account Manager


  • Business degree

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