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

Dedicated business professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

  • Staff Management
  • Operations & Compliance Management
  • Accounting familiarity
  • Team Leadership
  • Training and Development
  • Documentation and control
  • Relationship building
Work History
11/2019 to 01/2021 Sales Service Representative Afmic American Family Mutual Insurance Company, S.I. | Buffalo Grove, IL,
  • Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
  • Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
  • Exhibited high energy and professionalism when dealing with all levels of clients and staff.
  • Determined best routes for driving to customer sites, accounting for such factors as weather and road construction.
  • Managed product transitions from warehouse to customer site, loading and unloading in alignment with specifications.
  • Immediately addressed problems with customers to promote speedy resolution.
  • Documented sales by recording order information in PRC.
  • Audited and corrected discrepancies in inventory numbers.
  • Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
  • Completed physical inventory counts each month.
  • Addressed internal supply problems head-on and developed creative solutions to prevent delays and missed targets.
  • Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
09/2016 to 10/2019 Licensed Personal Banker First National Bank | Fort Collins, CO,
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Identified and responded to customer requests and concerns through email and phone for both English and Spanish-speaking customers.
  • Performed support ticket transaction resolution tasks and administrative functions.
  • Updated and maintained information in customer accounts.
  • Clarified customer requirements, probed for understanding and used decision-support tools and resources to appropriately offer resolution to customer.
  • Remained solutions-oriented in face of complex problems to assist management and overall business direction.
12/2005 to 04/2016 Personal Banker C&F Bank | Dorset, VA,
  • Expanded client base by promoting new financial products.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Presented new and additional products and services to existing customers.
  • Continually boosted branch production and revenue by 110% by consistently meeting all monthly and quarterly sales goals.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Assessed financial statements and records.
  • Documented recommendations to improve internal controls.
  • Trained newly hired employees on company processes, procedures and deadlines.
  • Handled supervisor duties when manager was unavailable.
  • Increased sales by driving operational efficiencies and building excellent customer rapport.
  • Reduced financial discrepancies by monitoring monetary transactions, including credit card sales and deposits.
Expected in 05/1996 High School Diploma | Stephen F Austin High School, Houston, TX, GPA:

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School Attended

  • Stephen F Austin High School

Job Titles Held:

  • Sales Service Representative
  • Licensed Personal Banker
  • Personal Banker


  • High School Diploma

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