Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
  • Amegy Bank.
  • ​Ranked # 1 in Company for Commercial Card Sales for XXX
  • Exceeded Annual Treasury Sales goals for XXX, 2015, 2013, 2012 and 2010
  • Exceeded Branch ICP goals for 2005, 2006, 2007, and 2009
  • 2009 performance goals exceeded: Deposit goal by 104%; New Account goal by 115%; and CBP referral goal by 106%.
  • Excelled in Customer Service expectations by exceeding company standards by 105%.
  • Compass Bank.
  • Exceeded all revenue and deposit loan goals.
  • Received the Quarterly Gold Club award for 2002 and 2003, and recognized as the Annual Gold Club winner for exceeding all growth goals for a new banking center.
  • Managed and developed a team of 12+ employees to Gold Club status.
  • Sold over $1.2 Million in Fixed Annuity Sales annually from 2000 - 2003.

Professional Summary
  Senior Treasury Management Sales Officer with 18-year background in sales and team leadership. Consultative sales expert with history of exceeding quotas, building customer bases and capitalizing on valuable business opportunities.
  • Top-rated sales performance
  • Empowers high-performing sales teams
  • Negotiation skills
  • Account management
Work History
08/2009 to Current
Vice President/Treasury Management Sales Mufg (Dba) Ontario, ,
  • Manages a portfolio of Large Corporate Clients for whom the bank provides complex payment, receipts, and liquidity solutions that are vital to their daily operation.
  • Responsible for delivery of integrated treasury solutions to Corporate Banking clients. Partner closely with client-facing teammates  to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. Generates 1 million is new sales annually.
  • Role model and mentors to peers and more junior employees including Treasury Sales Analysts.  Builds partnerships and collaborates across teams to achieve sustainable results.  Demonstrates and encourages collaboration and teamwork –
01/2000 to 01/2005
Assistant Vice President/Banking Center Manager Compass Bank , ,
  • Opened a New Banking Center generating new loans and deposits from $0 to $20 million.
  • Developed and managed banking center employees to meet and exceed individual sales goals.
  • Increased deposit and loan portfolios for the branch by calling on mid size internal and external clients to deepen client relationships.
  • Typically has contact with internal and external clients on high level and sensitive matters.
  • Provided customer service through clear communication skills, approachability, and working knowledge of all processes.
01/1999 to 01/2000
Sr. Client Sales Representative JP Morgan Private Bank , ,
  • Managed portfolios as substantial as $150 Million.
  • Managed and maintained new and existing client relationships, as well as providing them with excellent customer service.
  • Growing client portfolios for high net worth individuals by placing them into the best products most suitable for their needs (i.e.
  • Annuities, Life insurance, financial planning, estate planning and brokerage services).
  • Initiated new client business by being proactive in cold calling and building strong relationships with existing clients.
01/1998 to 01/1999
Small Business Relationship Manager Chase Bank Of Texas , ,
  • Managed a portfolio of new and existing small business clients.
  • Orchestrated small business client's deposit growth as well as loan growth, achieving deposit goals of $1.2 Million and loan goals of $2.5 Million quarterly.
  • Generated new client growth by initiating outside sales calling and building strong client relationships.
  • Cross sold additional service and products that produced additional revenue for the bank (i.e.
  • Private Banking, Trust services, Treasury Management, and Investment Portfolio Management).
01/1995 to 01/1997
Banking Sales Officer , ,
  • Sold consumer and small business accounts, loans, and cross sales of other bank products.
  • Exceeded revenue goals of $215,000 revenue dollars per semester by outside sales calling efforts.
  • Ensured effective and quality customer service Licensures Group 1 Licensed.
Expected in 2002
Bachelor of Science: Business Adminstration/ Marketing
Texas Southern University - Houston,

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School Attended

  • Texas Southern University

Job Titles Held:

  • Vice President/Treasury Management Sales
  • Assistant Vice President/Banking Center Manager
  • Sr. Client Sales Representative
  • Small Business Relationship Manager
  • Banking Sales Officer


  • Bachelor of Science

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