Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments.
  • 15 years working in business banking and sales
  • Demonstrated leadership ability in sales, service and operations
  • Strong presentation, planning, organization, and follow-up skills
  • More than 20 years of experience in customer relations, both building and retaining customer relationships
  • Proficient in all Microsoft Office platforms
Work Experience
Treasury Management Sales Support Specialist, 09/2015 to Current
Banc Of CaliforniaWhittier, CA,
  • Support Treasury Sales Officers in the Arizona and Texas markets Create Pro Formas, Client Reviews, formal Sales Presentations/Proposals, RFPs, and Account Analysis Reviews
  • Assist Treasury Management Officer in sales presentations including competitive analysis
  • Proactive in reviewing and analyzing Sales Team portfolios and provide recommendations of additional treasury management solutions
  • Ensure new commercial account opening requests include all required legal and BSA documentation.
  • Create accurate and complete Treasury Services contracts
  • Conduct Annual Credit Reviews as required for ACH and RDC limits for all Commercial customers in supported markets in accordance with current Credit Guidelines
  • Assist with Treasury Management Sales campaigns (sending out letters, e-mails, follow-up calls).  Work booths at expos here in Arizona and in Texas
Commercial Implementation Relationship Manager, 06/2014 to 09/2015
Indiana Wesleyan UniversityMarion, IN,
  • Built service implementation and training strategies for new Treasury Management customers
  • Conducted online demos for prospective clients via Cisco WebEx
  • Worked closely with Treasury Management team, Business Client Services, and Commercial Account Group to ensure excellent customer experience
  • Team subject matter expert (ACH, RDC, Lockbox (CAB, Retail and Wholesale), Positive Pay, Wires, Bill Pay, and SFTP setups and training, Cash Vault, New Account opening for commercial clients, and acted as a resource for other internal teams and departments
  • Performed Analysis Statement review for all new commercial clients and ensured all fees were in place and being charged appropriately
  • Headed and participated in projects to improve and streamline implementation processes for Cash Vault and Lockbox setups and updated all treasury management documentation by collaborating with department and product managers
Operations Specialist II, 08/2012 to 06/2014
Coosa Valley Credit UnionCartersville, GA,
  • ACH Processing (file processing, corrections, etc), stops, and blocks Research & Adjustments (ACH, Account transactions, fees, returns, fraud claims)
  • Cash Vault setups and maintenance, cash orders and shipments via Loomis ICO and FEDLine
  • Created procedures for ACH CoID setups, maintenance, and deletions in FiServ CNS system.
Enrollment Counselor, 03/2009 to 10/2011
Grand Canyon UniversityCity, STATE,
  • Called and emailed student leads received online to identify potential students and assist them with the application process Counseled new students through application and admissions processes Met or exceeded monthly enrollment goals and maintained highest student retention rate in the region (78%) Established relationships with Financial Aid, Academic Advisory and support departments to ensure positive student experience.
Assistant Branch Manager, 11/1999 to Current
Washington Mutual BankCity, STATE,
  • Managed 12 - 14 employees as Assistant Branch Manager in both sales and operational functions including loss control, compliance, sales , and customer retention and audit standards Hired, supervised, coached and trained Tellers, Senior Tellers, New Account and Loan Officers regarding policies, procedures, products & services, and banking systems; regulatory compliance, and bank policy & procedure Branch and Regional SBB specialist Business Developer of the Year in North San Diego Region in 2005 Member of Encinitas Chamber of Commerce 
Bachelor of Science: Business Administration - Project Management, Expected in Current
Liberty University - ,
: Computer Sciences, Expected in 2001
DeVry University - ,
Computer Sciences
Business developer, Cisco WebEx, Competitive Analysis, Treasury contracts, Secondary Exposure Credit Review, Decision making, Leadership, Bank regulatory compliance, Microsoft Office platforms knowledge, Sales Presentations and Proposals
Community Service
7th St Food Pantry and Outreach
Phoenix, AZ
Assist with packaging food, give out lunches to homeless, and provide support to staff as needed
Red Cross
San Diego, CA
Scheduled blood drives involving company employees and community throughout the San Diego region.

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Resume Overview

School Attended

  • Liberty University
  • DeVry University

Job Titles Held:

  • Treasury Management Sales Support Specialist
  • Commercial Implementation Relationship Manager
  • Operations Specialist II
  • Enrollment Counselor
  • Assistant Branch Manager


  • Bachelor of Science

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