Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
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.
  • Sales / Operations Management
  • Compliance
  • Business Development
  • Coaching and Mentoring
  • Commercial Lending
  • Mortgage & Real Estate Lending
  • Treasury Management
  • Merchant Services and Payroll
  • Process implementation
  • Team leadership
  • Pricing tool development
  • Staff development
  • Extremely organized
  • Public speaking
  • Self-motivated
  • Client assessment and analysis
  • Conflict resolution
  • Risk management processes and analysis
  • Detail-oriented
  • Strong interpersonal skills
  • Sales reporting
  • Goal-oriented
  • Positive and upbeat
  • Empowers high-performing sales teams
  • B to B sales
  • Strategic account development
  • Relationship building
  • Review of contracts
  • Business development
  • Proficiency with CRM systems
  • Management collaboration
  • Client development
Work History
10/2017 to Current PREMIER BANKER Truist Financial Corporation | , ,
  • Managing a book of business of clients with a minimum balance of five hundred thousand.
  • Daily support of operational excellence i.e.
  • Atm servicing, night drop, teller work and document review.
  • Cash counts, review of account deposits, placing holds and rejecting altered checks and out of the ordinary deposits.
  • Referral clients to mortgage and merchant services.
11/2014 to 01/2017 SMALL BUSINESS CONSULTANT Unum Group | , ,
  • Utilizing bank tools to cultivate client retention and earn additional market share.
  • Experienced in building and maintaining relationships with prospects, COI's and partners.
  • Excellence in direct sourcing and prospecting new clients.
  • Dynamic leader with constructive ability to build relationships with leadership and upper management.
  • Routines: Nightly call preparation, daily cold/warm calling on targeted industries, daily coaching of bankers, weekly client visits with partners, weekly partner meetings and monthly sales team meetings.
12/2013 to 06/2014 REGIONAL ACCOUNT EXECUTIVE | , ,
  • Coaching and training partner banks employees.
  • Warm calling with Relationship Managers and business development officers to uncover opportunities.
  • Canvassing 9 areas around my bank territories: Woodland Hills, Encino, Newport Beach, Industry, Glendale, Beverly Hills, Torrance, Downtown Los Angeles and Little Tokyo.
02/2012 to 12/2013 DIRECTOR OF NATIONAL SALES Rentokil Initial | , ,
  • Weekly executive team meeting to discuss monthly goal tracking, correction in sales strategies and month sales projections.
  • Meeting with Marketing and Development department to guide production of marketing materials and new product roll-out.
  • Approve below standard pricing and terminal placements.
  • Ensure profitability on each merchant deal, report tracking to President and Director of Field Operations.
  • Daily team meeting meetings to review strategies, team coaching event every Wednesday on various topics including cold calling.
10/2011 to 02/2012 ASSISTANT BANKING CENTER MANAGER First Financial Corporation Indiana | Sneads Ferry, NC,
  • Ensuring the highest level of customer service to each and every client.
  • Know and understand our clients' needs and wants to bank and enhance the client experience.
  • Ongoing teller coaching to look for x-sell opportunities: Heloc, Mortgage, checking, credit cards etc.
  • Developing banker and teller product knowledge from resources provided by the bank and ideas shared from each other; best practices.
  • Fraud prevention and detection both internal and external/Policies and Procedures/ P&L Management/Audit ready and systems.
  • Cash counts, review of account deposits, placing holds and rejecting altered checks and out of the ordinary deposits.
  • Control/Security binder updated and organized: weekly, monthly and quarterly.
  • Ensuring the Banking Center does not exceed its annual expense allocation.
  • Safe deposit box and business documents are accurate.
  • Updated brochures and FDIC signs to stay in compliance.
10/2010 to 10/2011 BUSINESS BANKER Cit Group | Solana Beach, CA,
  • Daily cold/warm calling to build book of business.
  • Proactive with daily teller training to help achieve sales goals.
  • Assisting assistant manager with morning huddles.
  • Working closely with the personal bankers to identify additional products and services such as mortgage.
11/2006 to 10/2010 BUSINESS BANKER Cit Group | City, STATE,
  • Achieved personal sales goals as well as the store goals.
  • Generate sales through prospecting, cold/warm calls.
  • Work closely with clients to identify their needs and provide solutions to help their business succeed.
  • Interface with commercial business, merchant services, insurance and investment partners to ensure ongoing communication with regard to existing and future customer needs.
  • Relationship and credit strategies that are aligned with the bank business plan to achieve desired revenue.
  • Setting teller and banker expectation daily.
  • Overseeing banker customer interactions; providing feedback to the banker to improve customer experience and ensure the sales process.
Expected in Current B.A | Business Administration University of Phoenix, , GPA:
Expected in 2018 | Notary Public, , GPA:
Expected in 2003 Certified Cisco Network Associate Completed in | , , GPA:
Expected in 2003 A+ Certification Completed in | , , GPA:

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School Attended

  • University of Phoenix
  • Notary Public

Job Titles Held:



  • B.A
  • Certified Cisco Network Associate Completed in
  • A+ Certification Completed in

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