personal banker customer success specialist resume example with 5+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Zealous and innovative bilingual professional gifted at lead generation and resolving customer issues. Engaging and personable, increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service. Driving growth by identifying and developing sales leads to enhance business and skilled in cultivating productive long-term customer relationships. Highly productive at maximizing repeat business opportunities and exceptional negotiation abilities. Over 10 years of experience driving sales and market share. Motivated to drive and support company vision. Reliable and hardworking ready to learn and be greater.

  • Account servicing
  • Relationship building and management
  • Forecast preparation
  • Customer presentations
  • Business development and planning
  • Sales proficiency
  • Contract Negotiation
  • Lead Generation
  • Marketing strategy implementation
  • Service management
Work History
07/2019 to Current Personal Banker-Customer Success Specialist Tyler Technologies | Saint Louis, MO,
  • Capitalize in servicing and building protracted diverse relationships with customers such as students, families, Military, and small to large businesses to understand and meet their present and future complex needs to drive revenue growth.
  • Strategize and strengthen partner referrals and marketing tactics to further surmount their financial goals to fruition through financial advice, products, services and negotiation of sales deals.
  • Meet Consumer Financial Protection Bureau requirements and compliance, SAFE registered Loan Originator.
  • Proactively acquire, deepen and retain consumer with Salesforce outreach and follow up appointment setting, sparking clientele experience surveys and cultivating relationships.
  • Leverage performance management tools and processes to scrutinize and strategize feedback to improve customer wants and needs for higher retention.
  • Identified cross-sell opportunities utilizing my strong credit expertise for consumer and business customers through needs assessment and diverse marketing channels exceeding quota.
  • Leverage and improve customer feedback with management through Net Promoter morning huddles to strengthen the team and changing product standards and trends.
  • Risk leader in risk management accountability, loss prevention, adhering to policies, procedures & controls, ensuring compliance with laws, rules and regulations.
  • Transcending team objectives, individual performance, mission and target to better customize customer accounts and customer solutions.
  • Embody and map technology and digital options by marketing, connecting and influencing customer for self-service betterment.
  • Team has awarded me with Teamwork Superhero, STARS recognition for Service Excellence and Partnership & Leadership.
  • Work from Home Program to permanently assisting Business customers at The National Business Banking Center during and post COVID.
12/2018 to 07/2019 Technical Recruiter Seneca Resources | City, STATE,
  • Sourced candidates nationwide for positions with start-up and Fortune 100 companies in Government, IT, Financial Services, Healthcare and Telecommunications sectors focused on full lifecycle recruiting.
  • Orchestrated Boolean searches on Recruiter LinkedIn, Monster, Dice, CATS, Bullhorn, Indeed, and Clearance Jobs to match job candidates with employer needs.
  • Revitalized resumes as needed and scheduled interviews with employers.
  • Enhanced candidate resumes and designed interview screenings to confirm candidate fit and qualifications for open positions.
  • Updated and maximized job descriptions on job boards to ensure broad and skilled applicant pool.
11/2016 to 12/2018 Licensed Agent New York Life | City, STATE,
  • Developed sound financial strategies for individuals, families and businesses to help them achieve financial independence and security.
  • Prospected new clients and account management through Salesforce.
  • Counseled clients regarding their insurance, economic and financial needs, including college funding, home purchases, retirement, managing costs for extended care and lifetime income strategies.
  • Pioneered community seminars, networking events, and workshops to educate, inform and improve prospective clientele understanding of financial planning throughout their lifetime.
  • Regulated meetings with colleagues weekly to discuss progress of team goals and marketing plan.
  • Boosted marketing services via social media, website, and multimedia to increase brand awareness and generate leads.
  • Won Summit Award ‘17 Trip to Las Vegas, NV and 18’ Executive Council Award & Trip to Orlando, FL for exceeding annual goals and high level of performance compared to peers.
Expected in 05/2016 to to BS | Business Administration with International Business Concentration, Communications Fairleigh Dickinson University, Teaneck, NJ GPA:

GPA: 3.67

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Resume Overview

School Attended

  • Fairleigh Dickinson University

Job Titles Held:

  • Personal Banker-Customer Success Specialist
  • Technical Recruiter
  • Licensed Agent


  • BS

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