Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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Jessica Smith

Officer, Financial Center Manager
Lake Saint Louis,MO

Summary

Accomplished Financial Center Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service. Proactive manager who has traveled to various Financial Centers and demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Multi-tasking Manager well-known for creating positive workplace culture and high-performing teams. Demonstrated world Class experience , expertise, including competitive offerings, pricing and market positioning. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.

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Skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills and Social Media operations .

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.


Overview

13
13
years of professional experience

Work History

Financial Center Manager

Bank of America
06.2024 - Current
  • Promoted digital banking adoption among customers by providing assistance in using online platforms seamlessly.
  • Implemented fraud prevention measures by regularly reviewing transaction activities for suspicious patterns.
  • Assessed credit applications thoroughly to ensure compliance with lending guidelines while mitigating potential risks to the organization''s portfolio exposure adequately.
  • Improved financial center performance by implementing effective sales strategies and staff training programs.
  • Mentored staff members in sales techniques, product knowledge, and industry best practices to maximize performance levels consistently.
  • Collaborated with cross-functional teams to develop comprehensive financial solutions for clients'' unique needs.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
  • Boosted revenue growth by identifying new business opportunities and forging strategic partnerships.
  • Enhanced customer satisfaction with exceptional service, relationship building, and personalized banking solutions.
  • Fostered a positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
  • Built and lead high-performance team focused on achieving sales and service goals.
  • Managed risk effectively through strict compliance with corporate policies, procedures, and regulatory requirements.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Organized company events to enhance team cohesion, coordinating logistics and catering for over 50 participants.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Transcribed and organized information to assist in preparing speeches and presentations.

Financial Center Assistant Manager

Bank Of America
05.2019 - Current
  • Mentored team members to enhance professional development and accountability in workplace.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
  • Risk Manager :Leads and encourages identification escalation and resolution of potential risks
  • Drives operational Excellence
  • Manages organizational priorities
  • Helps develop and coach associates

Relationship Banker

Bank Of America
03.2018 - 05.2019
  • Increased daily sales by by upselling banking products and financial services to customers.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Worked with clients to address and respond to client and partnership management issues.
  • Assisted customers with completing required forms for opening and closing bank accounts.

Full Time Teller

Bank Of America
01.2016 - 12.2017
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Assisted with training of new tellers on policies and procedures.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Trained new hires on customer service policies and procedures.
  • Cash Vault custodian for branch

Part-Time Teller

Bank Of America
08.2015 - 12.2017
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Maintained friendly and professional customer interactions.

Sales Floor Team Member / Support Lead

Target
05.2012 - 08.2015
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Readied items for sales floor stocking by affixing tags and preparing shelf labels.
  • Stayed current on available products, store promotions, and customer service policies to better serve shoppers.
  • Helped customers complete purchases by moving heavy items, collecting payments, and bagging purchases.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Assisted customers with product returns, exchanges and refunds to increase satisfaction and trust.
  • Communication with customers professionally and proactively to provide product information and advice.
  • Recommended accessories and complementary purchases to boost revenue.

Education

Business Administration And Management

Clark Atlanta University
Atlanta, GA

Business Administration And Management

University Missouri St.louis
Saint Louis

Skills

Microsoft Office

Accomplishments

  • Heartland Operations Champion STL/Columbia
  • Bronze High Five Awards
  • 2025 /2024 ESAT Council Champion for STL/NW Columbia Market
  • Better Money Habits Ambassador
  • Collaborated with auditing team to help streamline a process to audit PPE applications during the pandemic
  • Planned corporate meetings, lunches and special engagement events for the market

Affiliations

STL /LEAD Network

STL /LEAD Mentorship

LGBTQ Network

BPG. Network

Better Money Habits

2025 ESAT Council Member



Timeline

Financial Center Manager

Bank of America
06.2024 - Current

Financial Center Assistant Manager

Bank Of America
05.2019 - Current

Relationship Banker

Bank Of America
03.2018 - 05.2019

Full Time Teller

Bank Of America
01.2016 - 12.2017

Part-Time Teller

Bank Of America
08.2015 - 12.2017

Sales Floor Team Member / Support Lead

Target
05.2012 - 08.2015

Business Administration And Management

Clark Atlanta University

Business Administration And Management

University Missouri St.louis

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Jessica Smith Officer, Financial Center Manager