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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Financial services professional with proficiency in private/ entertainment industry banking, commercial banking, lending, investment fund accounts, and transactions in fast-paced financial environments. Proven history of exceeding sales targets, consistently meeting deadlines, and increasing company revenue. Highly skilled at increasing productivity with effective product solutions. Thorough understanding of credit and the ability to analyze complex financial documents. Expert in complex research, data analysis, and reporting. Excellent communication, problem-solving and relationship-building skills. I am able to lead and motivate workers to meet challenging targets while maintaining strict quality standards. I thrive on challenges in rigorous environments in order to make them a success. Combined with a strong sense of professional integrity, these skills have contributed significantly to my success.

Skills
  • Finance, lending, & banking expertise, Money auditing
  • Private Banking/Entertainment Industry Division
  • Proficient in Microsoft Office-Microsoft Word, Microsoft Powerpoint, and Microsoft Excel
  • Technologically savvy, Excellent written and verbal communication skills, excellent customer service skills
  • Strong analytical skills, Meticulous attention to detail
  • Research and Data Analysis
  • Multitasking ability, prioritization and organizational skills
  • Providing direct coaching to ensure quality
Experience
Senior Relationship Associate , 09/2022 - Current
Fidelity Investments Kannapolis, NC,
  • Provide exceptional customer service to clients both in person and over the phone
  • Partners with CNB colleagues in all divisions (Relationship Bankers, Client Managers, Branch Managers, and Client Officers) of the bank to support client retention objectives and proactively promotes solutions appropriate to clients
  • Complies fully with all Bank Operational, Credit policies and procedures as well as all regulatory requirements (e.g. BSA/AML, KYC and compliance operations), daily review of operational branch End of Day balancing, and audits
  • Maintained optimal financial controls by securing funds and making accurate transactions, and account maintenance
Senior Financial Service Representative, 11/2020 - 08/2022
Citizens Bank City, STATE,
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
  • Met or exceeded sales goals by promoting bank products and services in every interaction
  • Established new accounts and created memberships, resulting in increased loans and earnings for credit union
  • Assisted with managing the daily operations of the Branch, ensuring adherence to Bank policies, procedures and regulatory guidelines
  • Call Center Experience-Log into call center to assist with incoming calls, Met or exceeded call speed, accuracy and volume benchmarks on consistent basis
Universal (Personal) Banker, 01/2020 - 09/2020
Company Name City, State,
  • Delivered exceptional customer experience, managed assigned customers and proactively met with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
  • Provided advisory services for clients regarding financial services such as applying for consumer and business loans, financing, cash management, or investment services
  • Partnered with specialists (Financial Advisors, Mortgage Bankers and Business RM's), to provide specialized financial needs
  • Conducted morning mission conference meetings with the team and achieved recognition from regional and branch management for 9 consecutive months of meeting sales targets and providing exceptional customer service
  • Call Center Experience-Log into call center to assist with incoming calls, Met or exceeded call speed, accuracy and volume benchmarks on consistent basis
Education and Training
Bachelor of Arts: Psychology Minor in Political Science , Expected in 05/2015
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West Chester University of Pennsylvania - West Chester, PA,
GPA:
  • West Chester University Graduate with Highest Latin Honors, Summa Cum Laude- 3.825/4.0 GPA
  • West Chester University Department of Psychology Academic Award from the College of Arts and Sciences
  • West Chester University Multicultural Academic Award, 2014

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Resume Overview

School Attended

  • West Chester University of Pennsylvania

Job Titles Held:

  • Senior Relationship Associate
  • Senior Financial Service Representative
  • Universal (Personal) Banker

Degrees

  • Bachelor of Arts

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