Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Accomplished Banking Management professional with over 25 years of experience in developing profitable relationships and delivering exceptional results in Retail and Commercial Banking. Strong leader with skills to develop, coach and motivate staff.

  • Compelling leadership skills
  • Market intelligence
  • Project Management
  • Consultative and relationship selling
SVP, Market Manager, Treasury Management Sales , 04/2017 to Current
Peoples United BankCity, STATE,

Manage Cash Management sales team of four in the Long Island Market. Plan and execute sales budget, develop strong relationships with line partners and actively assist in managing portfolio of commercial customers.
• Successfully led the sales team and over 300 Cash Management customers through the merger and conversion of Suffolk County National Bank to Peoples United Bank.
• Develop and implement annual strategic plan to achieve sales, cross-sell and retention goals.
• Serve as primary contact and expert, representing the Long Island market for Commercial and Business Banking. Educate and update commercial teams to cross-sell cash management services and partner to enhance the customer relationship.
• Manage the Request for Proposal process; determine acceptable requests, negotiate rates and fees and ensure the response is accurate, timely, comprehensive and will optimize profitability.
• Participate in treasury, payments and business services forums, conferences and networking events to remain informed of current industry developments.
• Inspire, develop and coach the sales team to maximize potential and ensure success.

Director , Cash Management and Deposit Services, 01/2016 to 05/2017
Suffolk County National BankCity, STATE,

Director, Cash Management and Deposit Services 2016 to 2017
Selected by Senior Leadership to develop and enhance Cash Management sales and product line. Led sales effort to increase commercial deposits through increased use of Cash Management services for current and prospective clients. Increased deposits by 10%.
• Successfully converted and retained 300 Cash Management customers through conversion to new core operating system.
• Managed and serviced portfolio of over 1600 accounts, with $482MM deposits.
• Partnered with commercial lending and branch management teams to build new client relationships.
• Directed staff through RFP process by assessing customer needs, executing cost benefit analysis, negotiating pricing to optimize profitability.
• Developed market plan and executed tactics to support overall sales goals and the banks strategic initiatives.
• Created annual departmental budget, reconciled variances and oversaw expenditures.
• Led, coached and developed team of 3 sales professionals.

First Vice President, Branch Manager , 05/2007 to 06/2015
Suffolk County National BankCity, STATE,

First Vice President, Branch Manager 2007 to 2015
Managed the two largest branches, including the flagship branch with over $300MM in Core Deposits. Led branch-based new business development, with responsibility for branch profitability and operational efficiency.
• Executed a strategic sales plan to meet/exceed assigned sales goals with consistent double-digit growth in Commercial Deposits and Fee Income.
• Led cross-selling activities with existing/prospective customers, partnering with all business lines.
• Consistently increased branch efficiencies and customer satisfaction.
• Prepared branch budget.
• Managed, coached and trained branch staff.
• Represented the bank in community and professional associations as a member and in leadership roles.

AVP, Business Relationship Manager , 05/2006 to 05/2007
Astoria Federal Savings BankCity, STATE,

Responsible for the development, cultivation, and management of the Small Business program in 16 Branches in Eastern Suffolk. Develop growth strategies and streamlined processes to achieve/exceed revenue goals.
• Booked $4MM in commercial loans, 40 new Business accounts with balances totaling $3.5MM in a six-month period.
• Achieved individual and region goals for lending (115%) and deposit liability (120%).
• Worked with Branch/Regional Managers to identify opportunities through proactive sales support, consultative activities and partnering. Developed and executed sales plans for all branches.
• Coached and trained branch in building quality, profitable small business relationship through in–branch training and extensive joint customer calls.

Education and Training
Bachelor of Arts: Sociology, Expected in 05/1991
State University of New York At Old Westbury - Old Westbury, New York ,

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School Attended

  • State University of New York At Old Westbury

Job Titles Held:

  • SVP, Market Manager, Treasury Management Sales
  • Director , Cash Management and Deposit Services
  • First Vice President, Branch Manager
  • AVP, Business Relationship Manager


  • Bachelor of Arts

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