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

To employ my knowledge and experience with the intention of securing a professional career with opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.

  • Team leadership
  • Sales
  • Business development
  • Financial expertise
  • Accuracy
  • Customer relations
  • Organized
  • Analytical
  • Effective time management
  • Advanced user of MS Office (Word, Outlook, PowerPoint, Excel)
Relationship Banker, 2014 to Current
Limestone BankElizabethtown, KY,
  • Focus on affluent clients with balances over 100k
  • Calling with specialized partners to acquire new prospective clients
  • Focus on meeting customer's lending needs (mortgage loans, equity, lines of credit etc.)
  • Meeting with clients regarding their retirement and future investment needs
  • Build life-long relationships with new and existing clients
  • Work closely with JP Morgan partners (Business Wealth Management, Mortgage, and Financial Advisor's etc.)
Customer Sales & Service Representative, 2013 to
Applied Industrial Technologies, Inc.New Berlin, WI,
  • Maintained an extremely high satisfaction level among new and existing customers
  • Highly knowledgeable about all bank products and shared information with customers
  • Build relationships with customers and refer them to specialists
  • Processed daily monetary transactions with no error
Personal Banker, 2013 to 2014
First Fidelity BankPhoenix, AZ,
  • Servicing new and existing accounts
  • Established strong rapport with significant consumer and business clients to encourage long-term business
  • Discussed and analyzed needs and requirements with customers for financial products and services
  • Dealt with daily customer concerns, assisting in resolutions satisfying to both client and management
  • Consistently maintained a pace of exceeding monthly quotas for starting new accounts, loans, and partner referrals
  • Series 6 Investment Company Products/Variable Contracts Limited Representative
  • Series 63 Uniform Securities Agent State law License
  • CA Life Insurance
  • Notary Public
: , Expected in Current
San Diego State University - San Diego, CA



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  • San Diego State University

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  • Relationship Banker
  • Customer Sales & Service Representative
  • Personal Banker


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