Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -

Personal/Small Business specialist with over 9 years of experience in the Financial Industry.  Strong negotiation skills.  Ability to increase sales.  Integrity to work with confidential information.

  • Responsible
  • Goal oriented
  • Meet critical deadlines
  • Committed to accuracy, detail and follow up 
  • Multitasking skills
  • Strong interpersonal skills
  • Ability to work in team environment
  • Strong listening skills
1st Place Core Sales Q1 2013
Top Sales Performer Q2 2013
Gold Performance Award 2014
100% Customer Satisfaction 2015
2015 to 06/2016
Personal Banker C&F Bank Williamsburg, VA,
  • Acquisition of new personal and business accounts
  • Responsible for increasing credit portfolio
  • Loan applications and document compiling
  • Equity home closing
  • Lobby management
  • Seller behind the teller
  • Coaching tellers and customer service representative on how to increase referrals.
  • Outbound calling and appointment scheduling
  • Managed customer complaints and referred to appropriate channels


09/2012 to 2015
Personal Banker C&F Bank Yorktown, VA,
  • Deliver prompt, accurate and excellence customer service
  • Open customer accounts including; checking, savings, CD's, IRA's, loans, credit cards and lines of credit among others.
  • Outbound calling
  • Prospected new clients
  • Work with business partners referring clients for mortgages and investments services
  • Opens small business accounts
  • Constantly achieve 100% of quarter goals
  • Daily clerical and administrative duties
06/2007 to 08/2011
Small Business Banker City National Bank Of Florida Pompano Beach, FL,
  • Managed portfolio of 400 Business clients with estimated annual revenue up to $5 million
  • Analyzed clients financial condition and recommended financial solutions that best meet their needs
  • Opened new customer business accounts
  • Collected and analyzed clients financial statements to recommend credit eligibility for different products
  • Managed delinquency of portfolio (calls, letters, visits) monthly goal was always obtain
  • Managed NSF
  • Outside sales
  • Prospected new clients
  • Daily clerical and administrative duties
  • Audited clients records to verify compliance with industry laws and regulations.
  • Daily clerical and administrative duties
  • Management Trainee Program, 2007-2008
Expected in 2007
BBA: Human Resources & Marketing
University of Puerto Rico - San Juan, PR
Expected in 2006
: International Business
Autonumus University - Madrid,
Exchange Student Program

English and Spanish

Training and Seminars

Time Management, Effective Supervision, Problem Solving and Decision Making, Credit Fundamentals, Effective Sales Techniques and Ethics.

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School Attended

  • University of Puerto Rico
  • Autonumus University

Job Titles Held:

  • Personal Banker
  • Personal Banker
  • Small Business Banker


  • BBA

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