Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary
I am a genuine banking professional passionate about building client relationships through excellent customer service. I have extensive knowledge of banking operations and regulations.
  • Retail sales
  • Organizational skills
  • Exceptional communication skills
  • Strong client relations
  • Skilled problem solver

  • Excellent multi-tasking ability
  • Audit compliance
  • Self-sufficient
  • Quick learner
  • Dependable



Work History
Relationship Banker, 07/2011 to 11/2016
Wells FargoAuburn, CA,
  • As a Relationship Banker, I was the contact for a select group of Chase's affluent clients, as well as other customers in the Branch.
  • I managed their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
  • I help acquire new clients by actively soliciting referrals and developing internal and external sources.
  • Provide an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the branch meet sales objectives/goals
  • Know and follow the Federal and State regulations and guidelines for lending and banking
  • Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills
  • Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
  • Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
  • Adhering to policies, procedures and regulatory banking requirements
  • Achievements: Series 6, 63, and Life Insurance license for the State of Arizona.
Executive Assistant, 09/2010 to 07/2011
Able ServicesSan Ramon, CA,
  • Manage office staff Schedule client appointments
  • Answer multiple phone splits Multi-task between several programs throughout the workday
  • Answer questions regarding client accounts
  • Account follow-up and research
  • Problem resolution and escalation callbacks
  • Meet monthly quality expectations
Member Service Representative, 01/2008 to 03/2011
Texas Credit UnionCarrollton, TX,
  • Provided excellent member service
  • Answered questions regarding member loan products and services
  • Evaluating the member's needs and recommending products to fill those needs
  • Opened and closed consumer loan applications and member accounts
  • Account follow-up and research
  • Meet monthly quality standards
  • Cross-sell products
Clerk, 10/2005 to 07/2007
Coca-Cola Bottling Co. ConsolidatedEssex, MD,
  • Provided fast and excellent customer service Multi-tasked between several customers throughout the workday Meet monthly quality standards Achievements and Recognition
High School Diploma: , Expected in 2006
Arrowhead Christian Academy - Glendale, AZ

Associate: General Studies, Expected in 2008
Bob Jones University - Greenville, SC
General Studies 3.6

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School Attended

  • Arrowhead Christian Academy
  • Bob Jones University

Job Titles Held:

  • Relationship Banker
  • Executive Assistant
  • Member Service Representative
  • Clerk


  • High School Diploma
  • Associate

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