sales account leader resume example with 14+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - - -

Focused Consulting Partner with distinguished knowledge of Banking and Compliance consulting. Skilled at Program Management, Stakeholder Management and Solution Architect implementing efficient BFS processes. Knowledgeable about AML, KYC, CDD, Fraud Functions . Proactive leader with strengths in communication and collaboration. Proficient in leveraging Domain and Technology knowledge. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

  • Banking Consulting
  • Program Management
  • Stakeholder Management
  • Account Mapping
  • Program Management
  • Business Strategy
  • Key account development
  • Consultative and relationship selling
04/2022 to Current
Sales Account Leader Ameriprise Financial Harrisonburg, VA,
  • Managing a total portfolio of $100M for multiple US Mid-West Banking and Financial Organization
  • Managed multiple consulting teams to perform quantitative analysis of Banking and Compliance Services (AML, KYC, CDD, Fraud & Disputes)
  • Traveled to NA, UK, MEA and APAC to meet with high-profile clients to discuss business and technology goals concerning financial needs
  • Working directly with Client CXOs to partner in their strategic goals
  • Researched and provided cost-effective solutions that improved clients' business processes by adding or removing technologies
  • Provided quotes for projects, and option plans for clients, partnering with the internal stakeholders
  • Developed new strategies to increase penetration into Compliance functions at Banks leading to over $15M in annual revenue
  • Developed processes for lead generation leading to 30% year over year revenue growth
  • Experimented with messaging to new potential customers, increasing conversion rate by 150%
  • Exceeded sales quotas by 21% selling Business and Technology Services
  • Organized and presented at multiple Client Innovation Day to increase brand awareness and reach potential customers
  • Hired and developed a team of 10 sales and business development staff
  • Built and maintained relationships with consumer and business customers to understand their needs and improve the conversion rate by 25%
  • Developed and maintained relationships with customers, leading to a 30% annual rate of improvement
04/2011 to 04/2016
Banking and Compliance Consultant Tata Consultancy Services Limited City, STATE,
  • Created Compliance Domain specific solutions for multiple US based Banks in niche areas such as AML, KYC, CDD, Fraud and Disputes
  • Collaborated with the sales team to deliver solutions based on budgets and needs, reducing clients' expenses by 30% - 50%
  • Hosted Banking Insights and Trends Day to focus on latest banking trends, innovative industry solutions, impact of FinTech in Banking Industry and Future of Banking (ubiquitous banking)
  • Responded to multiple RFI, RFP proposal requests
  • Lead multiple Consulting assignment in Consumer Banking, Mortgages and Compliance Functions for US and Canadian Banks
  • Recommended Strategic Solutions for the Business Function Units overarching Domain, Technology, Control and Analytics
  • Researched and provided cost-effective solutions that improved clients' business processes by adding or removing technologies
  • Headed up policies and business process reviews for operations across North American, travelling 20% of the time for client meetings, presentations, and trainings
01/2008 to 05/2011
Delivery Leader Quatrro Analytics And Management Services City, STATE,
  • Devised solutions to protect clients' assets, save money and provide seamless integration of business aspects
  • Directed multiple projects in alignment with organizational goals that drove over $10M in annual revenue in AML, KYC, Fraud and Disputes
  • Successful transition of Debit Card Fraud Detection process leading to $110M saves in Fraud Loss, improved Detection Rate to 95% & enhanced Fraud Strategies
  • Designing Anti-Fraud solutions to mitigate fraud, early detection & analysis. Suggested & Implemented concepts to capture International fraud trends
  • Recommended False + reduction by 30% for AML rules
  • Reduce KYC onboarding timeline from 46 days to 15 days using digital tools
  • Managed a large team to 100+ team member across 3 critical Compliance Functions - AML / KYC, Fraud and Disputes
04/2002 to 05/2007
Operations Leader General Electric Consumer Banking City, STATE,
  • Led two different Credit Underwriting RISK processes- Commercial Underwriting and GE Money Fraud Sales Finance Underwriting which comprised of 21 team members
  • Led a Fraud prevention and Detection team of 15 members which dealt in credit card application fraud and existing account fraud
  • Led a complex portfolio in GE on Credit Card consisting of Fraud Analysts & Credit Card Underwriters where Lending Limit was up to $75,000. The team was applauded for zero quality errors and minimal bad debt ratio
  • Integral part of Project Leap - Migrating the entire RISK portfolio from Gurgaon to Hyderabad after sale of GECIS which included effective call routing, IT support, hiring, training, shrinkage management, BCP, multiple site operations managemen
  • Led the transition of multiple Fraud and Disputes processes by traveling to US
  • Multiple Transformation initiatives leading to saves of $2M - AHT Reduction, Detection Rate Improvement, STP
Education and Training
Expected in 07/2013 to to
Executive Management Program: Finance
IIM - Lucknow,
Expected in 06/2000 to to
Bachelor of Science: Chemistry
University of Delhi - New Delhi,
  • Certified Green Belt
  • Certified Agile Coach
  • Project Management (PMI)

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Resume Overview

School Attended

  • IIM
  • University of Delhi

Job Titles Held:

  • Sales Account Leader
  • Banking and Compliance Consultant
  • Delivery Leader
  • Operations Leader


  • Executive Management Program
  • Bachelor of Science

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