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

Results-focused Banking professional with strength in Management, Cash handling and Loans. Proactive leader with strengths in communication and collaboration. Proficient in leveraging lending and cash managment knowledge to promote all around banking relationships. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

  • Staff management
  • Excellent communication skills
  • Excels in team leadership
  • Proficient in Excel
  • Account analysis expertise
  • Financial administration
  • Regulatory compliance
  • Dependable
  • Excellent work ethic
  • Financial analysis and planning
  • Client relationship management
  • Excellent time management skills
01/2017 to Current Teller Supervisor Rochester Armored Car | Mason City, IA,
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Developed culture of success rewarding performance, productivity and sales results.
  • Made continuous business adjustments to improve branch operations.
  • Promoted managers from employee ranks to encourage performance and maintain continuity of leadership.
  • Managed largest branch in the Southern region, achieving high customer satisfaction rates
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Managed and balanced cash vault, audits and general ledger accounts.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Managed customer referrals to help financial services team members capitalize on sales changes.
02/2007 to 01/2017 AVP/Staff Accountant Bankwell Financial | Norwalk, CA,
  • Managed financial operations, month-end reporting, financial schedules and reconciliations.
  • Adhered to audit standards and requirements by monitoring and improving accounting procedures.
  • Supported budget administration with detailed expense analyses and report reviews.
  • Performed comprehensive financial audits in collaboration with accounting team members.
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
  • Designed and formatted financial reports for internal and external users.
  • Coordinated and finalized quarterly and annual financial reporting packages.
  • Reviewed AP general ledger entries and deposits for contract compliance.
01/2004 to 02/2007 Loan Operations Supervisor Volunteer State Bank | City, STATE,
  • Trained, mentored and motivated employees to maximize team productivity.
  • Developed initiatives for process improvement and reviewed and assessed ongoing operations.
  • Motivated employees to share ideas and feedback.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Filed completed packages quickly and efficiently.
  • Adhered to federal and state compliance guidelines relative to retail mortgage lending.
  • Performed daily maintenance of loan applicant database.
  • Researched insurance information and flood certificates.
01/1997 to 01/2004 Deposit Operations Specialist Volunteer State Bank | City, STATE,
  • Adhered to regulatory requirements and maintained customer confidentiality.
  • Served as backup to 4 other deposit operations specialists.
  • Processed documents for new account holders.
  • Managed ATM service maintenance requests and disputes.
  • Handled returned mail and processed foreign items.
  • Prepared garnishment, levies and bankruptcy requests for customers.
  • Controlled and rectified all debit card matters, including pin reorders and ordering new debit cards for customers.
  • Examined checks for identification and endorsement.
Education and Training
Expected in 05/1997 Associate of Science | Accounting Volunteer State Community College, Gallatin, TN, GPA:

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School Attended

  • Volunteer State Community College

Job Titles Held:

  • Teller Supervisor
  • AVP/Staff Accountant
  • Loan Operations Supervisor
  • Deposit Operations Specialist


  • Associate of Science

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