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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

An Award winning Operations/Territory Manager with a successful background in the Financial Services Industry. I am a Decisive team leader with a motivating and persuasive communication style. Offering 18 years of experience in sales and 5 years management experience.

Skills
  • Business to Business sales
  • Business development
  • Powerful negotiator
  • Enthusiastic yet professional demeanor
  • Strategic account development
  • Critical and creative thinking
  • Strategic planning
  • Staff training/development
  • Recruitment
  • Coaching and mentoring
  • Marketing and sales
Work History
Sales Account Executive, 03/2019 to 10/2019
Aaa Of Southern CaliforniaScarborough, ME,
  • Completed 5 new C-level appointments weekly
  • Minimum of 39k in new business per month
  • Needs analysis with HR decision makers to identify areas of opportunity to provide Paycor solutions
  • Demonstrate Paycor’s product line and how it will benefit new clients
  • Develop and maintain excellent relationships with Bank, Broker, and CPA referral partners
  • Assist in all conversion processes for new clients to ensure successful onboarding experience
  • Drive client satisfaction by partnering with Paycor Client Services team
  • Maintain accurate records of all interactions in Salesforce CRM
  • Developed and managed strong and growing pipelines of prospective small business customers
Director of Operations, 10/2014 to 03/2019
LeidosGaithersburg, MD,
  • Led team of 35 remote and local employees
  • Handled all escalation and complaints to make sure clients were satisfied
  • Increased revenues by 30% year of year
  • Track sales team metrics to stay on pace for all annual goals
  • Evaluated current service needs and product satisfaction levels with established customers
  • Planned and conducted weekly staff trainings, with emphasis on customer service, prospecting and closing techniques
  • Observed each employee’s individual strengths and initiated mentoring program to improve areas for growth
  • Led business planning, developed market strategy and established direct procurement of products
  • Developed and implemented high-quality work environment as measured through employee satisfaction ratings
  • Streamlined efficiency, reduced labor hours and boosted profitability to optimize overall productivity
  • Led employee performance reviews and discussed improvement strategies with each team member
  • Directed training improvements to reduce knowledge gaps and eliminate workforce performance inefficiencies
  • Developed new promotional strategies to increase customer base and market share
Personal Banker II, 09/2012 to 10/2014
Frost (Cullen/Frost Bankers)Sugar Land, TX,
  • Exceeded all required goals and metrics for 15 months consecutive
  • Handle customer complaints timely to make sure clients were satisfied
  • Qualify/Sell of business bank and treasury management products
  • Educate and train staff on changes to regulations and policies as needed.(FDIC, OCC, BSA, ETC)
  • Build relationships with key decision makers and match Clients with right solutions for their needs
  • Maintain high level of client satisfaction by generating, managing and servicing branch deposit portfolio of 28MM
  • Responsible for sales, proper loan structuring, client interviewing and perceptive character judgment
  • Expanded client base through consistent product promotion and sales strategy
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services
  • Networked to build client base and promote products to new and existing clients
  • Created strategic financial solutions to suit individualized client needs
  • Continually boosted branch production and revenue by 25%% by consistently meeting all monthly and quarterly sales goals
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
Personal Banker II, 09/2008 to 09/2012
Frost (Cullen/Frost Bankers)Addison, TX,
  • Exceeded all monthly goals by minimum of 20%(New Accounts, Deposit, Loan, Referrals)
  • Retain, and expand banking relationships with clients by profiling and tailoring financial solutions to satisfy specific client needs in order to meet established individual and team goals
  • Handle customer complaints to make sure all clients were satisfied
  • Provide quality, personalized service to ensure customer satisfaction and retention
  • Utilize technology resources to complete required client files, documentation, and other administrative work
  • Adhere to and enforce Banking regulations and Bank policies and procedures to mitigate risk and fraudulent activities
  • Educate and train staff on changes to regulations and policies as needed.(FDIC, OCC, BSA, ETC)
  • Show coach tellers on properly referring leads to bankers
  • Networked to build client base and promote products to new and existing clients
  • Achieved recognition from management for 18 consecutive months of meeting sales targets
  • Continually boosted branch production and revenue by 35% by consistently meeting all monthly and quarterly sales goals
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
Education
High School Diploma: , Expected in 2001
John Jay High School - San Antonio, TX,
GPA:
Accomplishments
  • On pace for annual Platinum Club averaging over $39k in sales per month on a $450k quota
  • First year Conference winner exceeding $350K in annual sales with Paychex.(Won trip to Hawaii)
  • Quarterly dinner winner for exceeding 125% of quarterly quota with Paychex
  • 30% revenue increase year over year with HydroClear
  • Annual cruise winner for exceeding revenue growth and sales goals with HydroClear
  • Managed a team of 35 local and remote employees
  • Exceeded goals by 25% with Amegy Bank
  • Exceeded goals by 35% with Capital One

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Resume Overview

School Attended

  • John Jay High School

Job Titles Held:

  • Sales Account Executive
  • Director of Operations
  • Personal Banker II
  • Personal Banker II

Degrees

  • High School Diploma

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