Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Treasury Operations, Analyst, Mgr., Train, Sales

Detail-oriented Treasury Analyst with 20+ years of experience. Successful at auditing and committed to long-term accuracy. Adept at reviewing account journals and presenting finances in an understandable way. Knowledgeable Treasury Analyst adept at advising and overseeing finances. Able to think quickly and review accurately. Detail-oriented worked with extensive knowledge of Marketing and Financial industries. Informed Treasury Analyst with 15+ years of experience. Knowledgeable about modern treasury software and successful at presenting finances. Adept at staying on top of trends and forecasting. Influential Financial Analyst highly committed to developing and implementing robust policies, procedures and processes that align with business objectives and promote strategic initiatives. Successful career cultivating cross-functional relationships and advising management staff on methods to improve financial results. Excellent record identifying risk and potential opportunities for investment. Proficient team player experienced in customer experience, valuing prospects and using diverse statistical techniques. Skilled at generating models, forecasting trends and giving presentations to stakeholders and business leaders. Key financial team member valued for insight and input into financial decisions. Seasoned financial professional skilled at reviewing and reporting on budget expenditures for areas such as purchasing and hiring. Knowledgeable about analytical approaches, data modeling and trend forecasting and AAP Education. VP Treasury Management with talent for operations, multitasking and an exemplary team player with success for all mentality. Strong knowledge of customer experience and customer retention. Proven history of fostering action and training to meet team, individual and management objectives.

  • Analytical research
  • Financial planning
  • Analyzing performance
  • Compiling data
  • Comparative analysis
  • Budget coordination
  • Organizational management principles
  • Operational Expert
  • Staff training
  • Financial records analysis
  • Procurement solutions
10/2019 to Current VP Treasury Management Services Lead Alerus Financial | MN, State,
  • Prepared monthly and quarterly operational, financial reports to be presented to Board of Directors, Senior Staff and company wide personnel.
  • Informed Redstone on product and project decisions and profitability forecasts.
  • Created and reviewed journals for bank account transactions.
  • Analyzed bank fees and recommended cost-saving plans.
  • Reviewed, reconciled and updated GL accounts before presentation.
  • Developed and implemented processes to increase accuracy and efficiency of fee analysis.
  • Advised leadership on financial decisions for product, project and marketing plans for next 5 years.
  • Generated reporting packages for areas such as business performance results, generating over $20,000 in fee income in 2020.
  • Streamlined cost analysis process by creating and implementing new, more efficient policies and procedures.
  • Planned, coordinated and managed projects.
  • Aided senior leadership during executive decision-making process, generating daily bond Excel reports to recommend corrective actions and improvements.
  • Planned, coordinated and managed product and training projects.
  • Reviewed costs, expenses and revenues associated with marketing, new product projects.
  • Extracted data from various reporting systems to implement key operational changes.
  • Strengthened operational efficiencies and traceability, developing organization systems for transactions and sales.
  • Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.
  • Developed financial analysis reports and presentations by applying acquired financial principles.
  • Prepared monthly and quarterly financial and product servicing reports and presented to board of Directors and senior management.
  • Evaluated accounting and financial reporting systems to assess quality, identify concerns and devise enhancement strategies.
  • Managed contract administration, including maintaining files, validating codes and monitoring reporting.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Negotiated contract terms and rates with banking institutions to increase profitability.
  • Verified accuracy of accounting disbursements such as payroll and vendor payments.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Collaborated with others to discuss new product, sales opportunities.
  • Performed site evaluations, customer surveys and team audits.
  • Leveraged CRM to input and compile data gathered from various sources.
  • Achieved cost-savings by developing functional solutions to product deficiencies.
  • Created new programs that resulted in increasing productivity and customer experience.
  • Handled all delegated tasks, including operations, implementation and financial platform migrations while being the onsite expert/trainer at other Glacier Bank family of banks.
Oct2014 to Dec2017 Senior Relationship Manager AMG National Trust Bank | City, STATE,
  • Presented product and service details at various events to increase customer base.
  • Cultivated relationships with customers by participating in meetings onsite and at client locations.
  • Interacted with closely held businesses, wealthy individuals and families, corporate executives and business owners, institutions and corporations. I pride myself with my ability to distinguish the company from our peers through the use of our combination of commercial, financial, investment and tax planning advice based on deep economic research, an open investment architecture, wide in-house expertise and premier customer service.customers and worked closely to resolve issues.
  • Drove client satisfaction by utilizing proactive personal and educated product knowledge and keeping lines of communication open.
  • Addressed inquiries from clients and relationship management department team members.
  • Raised capital by building partnerships with investors and maintaining strong stockholder relationships.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
  • Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.
11/2013 to 12/2014 VICE PRESIDENT, DEPOSIT and TREASURY MANAGEMENT CO Colorado Business Bank | City, STATE,

Manage sales and implementation of all domestic and international treasury management products for Commercial banking, and Structured Finance customers in Denver and the Northern Colorado region. Responsible for sales tracking and prospecting, through a CRM platform, with attention to maintaining an extraordinary customer service experience and level of client satisfaction. Participate in, and lead, weekly sales training meetings for all banks that I service which focus on recognition and evaluation of potential prospects, new clients, and cross sell opportunities with merchant services partners, acquisition specialists, and credit and lending personnel. Conduct weekly educational, informative and update meetings with sales associates, client services, third party vendors and implementation with intention of promoting CoBiz treasury management products. Provide installation, support and technical trouble shooting of treasury management platforms, software and products. Assist in design and distribution of effective marketing materials for regional sales efforts. Within the last 8 months have exceeded my annual fee income goal by 80% a month. Introduced over 2.0MM in self sourced deposits, over 15MM in commercial loan growth and 5MM in trust and personal relationships. Personally support 14 loan officers and 4 banks in the Northern Colorado region.

12/2009 to 12/2014 AVP Treasury CLIENT SERVICES MANAGER/Relationship CoBiz Financial | City, STATE,

Managed a very talented group of 7 treasury management service, implementation and training representatives in both Colorado and Arizona. Lead team in orchestrating treasury and online banking conversion. Assisted in the development and identification of treasury management relationships. Concentration in relationship management, customer experience, developing a Customer Experience model, a consistent product delivery, implementation, training, and ongoing maintenance of all treasury products for our clients. Implementation consists of backend system setup, streamlined on-boarding process and personalized training. Training and education are performed both on site and over the phone for our clients utilizing our online banking platforms as well as our tele-convenience products. Maintenance is ongoing service for treasury, private and consumer clients, responding to phone and email inquiries, updating our systems for any changes to our existing client’s products, in addition to cross selling opportunities.

Education and Training
Expected in 12/1998 Bachelor of Science | Marketing/Consumer Finance The University Of Alabama, Tuscaloosa, AL GPA:
  • Completed professional development in Marketing and Personal Finance

Fall of 2018 participant in company wide core system conversion and product training. New Business Generation and Relationship Management, Product Development and Management.

Extensive experience in marketing, consultative sales and public relations. Proven ability achieving dramatic sales results. Exceptionally dedicated, loyal individual with high personal expectations. Proven background identifying business growth opportunities using market research and analysis. Results oriented, performance driven, highly motivated, team player with a positive attitude. In 2016, generated new deposit account activity in excess of 13MM. In 2008 achieved dramatic results including over 5MM in new deposits from June to October. Maintained a 100MM international non-profit relationship


Developed effective marketing campaign targeting international and domestic treasury customers as well as small business owners. Develop and bank products and leveraged relationships with current clients, prospects and referral sources to expand portfolio. Established joint sales efforts with C&I lenders, merchant services and retail to increase cross sell and product penetration for all current and new clients.

Management, Training and Communication

Managed 7 treasury management and consumer client service representatives throughout Colorado and Arizona. Worked with team of 12 commercial lenders and trust officers regarding identification, sales leadership, marketing strategies to drive commercial and retail products to new and current clients. Trained team of 6 banking center managers / assistant managers and staff on constant changes in treasury management and those benefits to customers. Timely and accurate communication to clients, management, and referral sources regarding all aspects of relationships

Activities and Honors

20+ years High School Lacrosse Coach, All SEC athlete, Spanish for the Financial Professional, Residential Real Estate Appraisal. Current Board Member of Colorado Adaptive Sports, Advisory Board Member for All Health Networks, SOTH Early Learning Center Board Member, SOTH Endowment Committee Member. Member of the Littleton Business Association, and Alabama Alumni Association.

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  • The University Of Alabama

Job Titles Held:

  • VP Treasury Management Services Lead
  • Senior Relationship Manager
  • AVP Treasury CLIENT SERVICES MANAGER/Relationship


  • Bachelor of Science

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