Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Industrious Personal Banker eager to fulfill a challenging role within a client-focused team as a Registered Client Associate. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes expertise in managing personal, corporate and small business accounts. Accomplished in banking solutions to drive generation goals. Offering 8 years of experience in providing personal financial counseling. Comfortable working independently or as part of a professional banking team. Expansive experience in mentoring teams to consistently meet compliance objectives. Highly experienced in working with customers/coworkers/employees, bringing positive outcomes, even in delicate situations.
Innovative [Job Title] offering expertise in regulatory compliance, audit procedures and project management. Strong history of providing excellent team leadership and management training programs to foster staff development. Outstanding program management capabilities with advanced knowledge in supervising business lines, compliance teams and audits.

  • Financial Planning and Counseling
  • Enforcing Compliance and Procedures
  • Experienced Collaborator
  • Wealth Management
  • Knowledge and understanding of brokerage: systems or applications
  • Strong organizational, multi tasking, and prioritizing skills
  • Risk Assessment Skills
  • Business Operations
  • Exceptional Attention to Detail
  • Outstanding Time Management
  • Relationship Building and Management
  • Strong Analytic Skills
  • Creativity
  • Spanish - Native
  • Strategic financial planning
Work History
11/2017 to Current Personal Banker C&F Bank | Toano, VA,
  • Worked closely with licensed bankers and financial advisors to expand client portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Strategized sales techniques with management to increase branch production and customer service.
  • Maintained compliance with federal regulations.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Mentored new hires, resulting in stronger staff development and increased productivity.
  • Achieved consistent recognition as top performer.
06/2014 to 11/2017 Lead Teller America First Credit Union | Spanish Fork, UT,
  • Ensured tellers completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Foreign Currency: Performed transactions, managed currency inventory and ordered foreign currency.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Scheduled and conducted evaluations of company policies, procedures and internal control structures.
  • Reviewed company forms, marketing materials and communication procedures for compliance with applicable laws and guidelines.
  • Cross-trained existing employees to maximize team agility and performance.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency; organized workflows to meet any daily demand.
  • Boosted team member productivity by instituting motivational approaches.
04/2012 to 06/2014 Teller Five Star Bank | Williamsville, NY,
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Checked amount details and fraud markers for paper instruments such as checks and money orders.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Received regional branch recognition award for sales increase.
  • Promoted products or services to each customer to consistently achieve sales targets.
07/2004 to 04/2012 Retail Manager Yale University | New Haven, CT,
  • 8 years in customer facing retail positions, in roles with continuously increasing responsibilities including 7 years in management positions.
  • Enforced policies and procedures.
  • Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
  • Demonstrated new products, procedures and techniques to employees.
  • Executed regular inventory counts and supply audits to monitor usage and generate insights into purchasing decisions.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Established and optimized schedules to keep coverage and service in line with forecast demands.
Expected in 05/2017 Bachelor of Business Administration | Finance California State University - San Marcos, San Marcos, CA GPA:
  • CSUSM Alumni
  • Finance Society
  • Latino Society

Notary Public - June 2019

CA Life Only Insurance Certification - December 2020

Passed Security Industry Essential FINRA exam - January 2020

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  • California State University - San Marcos

Job Titles Held:

  • Personal Banker
  • Lead Teller
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  • Retail Manager


  • Bachelor of Business Administration

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