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

I first want to say thank you for looking over my application. I am a hard working, dedicated, reliable, and organized individual and employee. I want to not only personally succeed but help the company that I am given the opportunity to work for to succeed as well. I will put time and effort into all that I do to excel in my position.

  • Financial services
  • Financial Advising
  • Notary Qualified
  • Accuracy
  • Reliable
  • Dedicated
  • Hard Working
  • Invested
  • Microsoft office
  • Training new employees
  • Scheduling
Work History
09/2020 to Current Relationship Specialist Charles Schwab | Morristown, IN,

Along with my job duties as a Members Services Representative, I also:

  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
  • Received notary certification
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Conducted currency transaction reports and submitted information to verafin
  • Converted youth accounts to regular savings and checking accounts once our members turned 18 monthly (have converted over 200 accounts within the last year)
  • Researched discrepancies between members check books vs monthly account statements
  • Researched vault and teller offages, reported to accounting if/when offages were found
  • Open checking, savings, certificates, money markets, christmas clubs, special savings, union savings, and vacation savings account
  • Process deposits and withdrawals from Individual Retirement Accounts through ascensus
  • Received vault codes and learned the procedure to securely arm/disarm the vault
  • Received codes to arm/disarm the credit union. Learned the procedure to securely open and close the credit union
  • Balance ATM's weekly. Load/unload cassettes to go into the ATMs
  • Place cash orders and send cash/coin back to the Federal Reserve Bank
  • Audit cash recyclers, fill cash recyclers with the required denominations, fix the cash recycler when it jams/errors (to an extent)
  • Refill debit cards and replace ribbons in our card@once card printing machine
01/2020 to 09/2020 Members Services Representative Chico Unified | Chico, CA,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Consistently completed transactions with at least a 98% accuracy rate monthly
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Counted and packaged currency and coins.
  • Sold and cross-sold bank products to new and existing customers.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided customer records, account statements and copies of checks.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Removed mutilated currency from circulation.
  • Turned in excess cash to maintain drawer security.
  • Placed orders for customer checks and verified starting numbers.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
05/2019 to 01/2020 Preschool Assistant Applied Card Systems | Rehoboth Beach, DE,
  • Assisted teacher by developing lesson plans to meet educational goals for each child.
  • Promoted physical, academic and social development by implementing diverse classroom and outside activities.
  • Communicated with parents to inform about child's progress and classroom behavior.
  • Prepared for lessons by gathering educational materials and setting up equipment.
  • Interacted with children one-on-one and in small groups to enhance and support learning activities.
  • Engaged and entertained children through recreational and educational activities.
  • Organized snack time and nap hours.
  • Encouraged children to interact with each other and participate in group activities.
  • Taught children with creative approaches, methods and techniques.
09/2016 to 05/2019 Bank Teller Superior Savings Bank | City, STATE,
  • Maintained friendly and professional customer interactions.
  • Wrote and distributed customer correspondence.
  • Executed wire transfers, stop payments and account transfers.
  • Handled various accounting transactions.
  • Received loan and utility payments, sending funds to correct destinations.
  • Used Microsoft Word and other software tools to create documents and other communications.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Expected in 12/2018 Associate of Arts | Lake Superior College , Duluth, MN , GPA:
Expected in 06/2016 High School Diploma | Superior Senior High School , Superior, WI , GPA:

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School Attended

  • Lake Superior College
  • Superior Senior High School

Job Titles Held:

  • Relationship Specialist
  • Members Services Representative
  • Preschool Assistant
  • Bank Teller


  • Associate of Arts
  • High School Diploma

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