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avp personal banker resume example with 16+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary

Proactive, analytical, and strategic relationship manager equipped with extensive experience spanning account acquisition, management, and growth as well as marketing, business development, and territory management. Offer record of achievement executing projects, structuring high-dollar credit deals, leading contractual discussions between product specialists, and diplomatically closing transactions.

Highlights
  • Proven record of client focused sales experience in the banking industry.
  • Strong emphasis on results and continuous improvement.
  • Excellent verbal, written, and intra-personal communication skills.
  • Highly advanced relationship management, new business development, and sales prospecting skills.
    Strong understanding of credit products and processes such as loans and lines of credit.
  • Strong ability to work independently and manage workload priorities appropriately.
  • Advanced experience in financial statement analysis.
  • Efficient organizational skills/attention to detail and prioritization skills.
  • Expert in Word/Excel
Accomplishments
    Awarded through Bank of America Global Recognition program more than 22 times for exceeding management expectations and exceeding established sales goals in revenue generated from booked loans
  • Key leader ambassador for Bank of America during the strategic allegiance with China Construction Bank.
  • Winner of the MVP award for leading a team to operational and sales excellence.
Experience
AVP; Personal Banker, 03/2014 to Current
First Bank And TrustCottage Grove, MN,
  • Grow revenue for the banking center by prospecting new business to business sales in a given territory, establishing myself as a primary point of contact, and successfully managing the relationship.
  • Counsel high net-worth individuals and corporate business clients with regard to investment opportunities, risk analysis, and increasing returns.
  • Participate in community events to position the bank as a leader within the territory.
  • Partner with product specialists to successfully manage a book of clients, provide support in sales and business lending, and grow and maintain strong client relationships.
  • Expert mortgage loan origination experience.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Leverage bank loan products to devise and streamline debt consolidation plans
  • Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
AVP; Banking Center Manager II, 03/2011 to 03/2014
Bridgestone CorporationMerritt Island, FL,
  • Management position accountable for the analysis and continuous improvement of sales and revenue growth within a specialty banking center while managing high profile client relationships and growing revenue through business to business sales and relationship building.
  • Expanded business to business sales by prospecting leads and setting up off-site events, cultivating new relationships, and growing the business.
  • Collaborate with client product specialists to explain portfolio strategy, positioning, economic outlook and performance attribution, as well as review goals and objectives for client accounts. Several large relationships have been saved despite poor performance this past year due to an increase in client service.
  • Successfully managed cross departmental relationships between business bank, Merrill Lynch, Mortgage and Merchant channels achieving 100% participation on all channels.
  • Recruit staff members and oversee training programs.
  • Network within communities to find and attract new business.
  • Prepare operational or risk reports for management analysis.
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
  • Evaluate data pertaining to costs to plan budgets.
Officer; Assistant Manager, 05/2010 to 03/2011
Unify Financial Credit UnionTustin, CA,
  • Management position accountable for the risk management operations within a banking center.
  • Reduced overall risk exposure level by implementing an ongoing monthly internal audit and training employees around risk and compliance.
  • Successfully managed relationships between corporate audit teams, risk units, and employees to ensure smooth operational control of a banking center.
  • Oversee the operational excellence of the center and create an excellent customer experience Coordinate daily implementation of manager's directives, executing lobby leadership, observing banking center team in action through the eyes of the customer.
  • Coach teams on the proper execution of key banking center plays while role modeling the desired behaviors.
  • Responsible for assisting the manager with resource management, operational excellence, managing partnerships, associate development and proficiency, building and retaining customer relationships.
Senior Personal Banker, 09/2006 to 05/2010
BANK OF AMERICACity, STATE,
  • Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial.
  • needs, and recommending the best products, services and solutions to meet those needs.
  • Proactively manage risk in every business, product, and service transaction leveraging the Risk Framework.
Sales and Service Specialist, 06/2006 to 09/2006
BANK OF AMERICACity, STATE,
  • Responsible for providing basic sales and service support to customers as well as handling service requests and problem resolution.
  • Manage and ensure the proper resolution of appropriate changes made to client account in a timely manner.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Teller, 05/2004 to 06/2006
BANK OF AMERICACity, STATE,
  • Cash and receive checks for deposit after performing due diligence and obtaining KYC information.
  • Ensure all client transactions are properly documented.
  • Routinely balance currency, coin, and checks in cash drawer.
  • Perform risk management functions such as examine checks for endorsements and to verify all KYC information.
Education
Associate of Science: BUSINESS , Expected in 2016 to Brookhaven College - Carrollton, TX
GPA:
Languages
  • Bi-lingual: Fluent in both Spanish and English (both written and oral).

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Resume Overview

School Attended

  • Brookhaven College

Job Titles Held:

  • AVP; Personal Banker
  • AVP; Banking Center Manager II
  • Officer; Assistant Manager
  • Senior Personal Banker
  • Sales and Service Specialist
  • Teller

Degrees

  • Associate of Science

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