Branch Banker Senior Resume Example

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(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

A highly motivated professional with 9+ years of experience in banking sector, who consistently exceeds company objectives to secure client satisfaction and loyalty. Career in financial services and a track record of driving sales and boosting company values. Recognized for the ability to perform in a variety of environments in a highly effective manner with results that exceed set target goals. A strong communicator, Bilingual (Spanish-English), able to present complex information in an easily understandable manner. Accomplished Branch Banker with 9+ years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.

  • Creative and Innovative
  • Social Perceptiveness
  • Problem Anticipation and Resolution
  • Critical Thinking
  • Risk Assessment
  • Goal Setting
  • Relationship Building
  • Work Planning
  • Data Analysis
  • Team Building Leadership
  • Willing to Learn
  • Business Relationship Management
  • Time Management
  • Operational Reporting
  • Customer Service
  • Cash Flow Management
  • Business Intelligence Gathering
  • Loan Processing
  • Microsoft Office
  • Spreadsheet Tracking
  • Financial Instruments
Palm Beach State College Lake Worth, FL Expected in 02/2020 Certification : BUSINESS ANALYSIS - GPA :
Universidad Politecnico Grancolombiano Colombia, Expected in 01/2000 BBA : BUSINESS ADMINSTRATION - GPA :
  • Minored in Finance
  • Resolved product issue through consumer testing.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
Work History
Weis Markets, Inc. - Branch Banker Senior
Dallas, PA, 07/2010 - Current
  • Consistently exceed monthly and quarterly sales objectives, ranking within top three employees in Palm Beach market for overall sales, including account originations, investment referrals, loan originations, applications, and closings.
  • Increase sales every financial quarter to support overall company revenue growth goals.
  • Build new B2C and B2B relationships utilizing consultative sales process.
  • Counseled bank clients face-to-face and online to advise on and explore options within banking/products, loans and investments.
  • Aided in completion of all paperwork and applications.
  • Develop and maintain community relationships with insurance and real estate professionals to maximize depth of client relationships Execute operational activities such as international and domestic wires, issuing debit cards and sales of business banking products while maintaining strict compliance within company standards.
  • Provide optimal customer service by determining customer needs and evaluating, resolving and responding to customer inquiries about products and services.
  • See less June 2007 – January 2010 accountant/ credit Analyst, The Kilpatrick company Prepared, inputs, and posts journal entries into general ledger system.
  • Developed monthly and quarterly reporting and analysis on credit portfolio.
  • Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.
  • Processing payments and assisting in preparation of billings and other financial reports.
  • Entering cash transactions in ledgers and reconciling cash reports; preparing bank deposits.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Formalized risk assessment models and developed standards for trend analysis for corporate use.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Created independent tools to verify data and results of analytical systems.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Administered financial aspects of contracts, including establishing and checking coding procedures, monitoring reports and updating internal files.
The Kilpatrick Company - Accountant /Credit Analyst
City, STATE, 06/2007 - 01/2010
  • Assessed credit risk and analyzed financial statements.
  • Conducted presentations to upper management and executive teams for loan recommendations.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Reviewed customer files on regular basis to make sure receivables were in sound condition.
City, STATE, 06/2003 - 06/2007
  • Ensured compliance with standards for customer relations, food costs, safety, sanitation, and product preparation and merchandising.
  • Participated in image-building activities within local community.
  • Conduct regular audits of the store’s physical and practical condition to ensure quality Generate and review daily sales report.
  • Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Directed merchandising, promotion and brand loyalty efforts for business segment with greatest sales volume.
  • Interviewed, hired and trained 10 staff associates and equipped to comply with company policies and procedures.
  • Responded to customer concerns, working with manager to raise customer satisfaction ratings by 85% in 3 years.
  • Reviewed sales and gross profit reports to determine options for increasing market growth.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
Spanish :
Native or Bilingual
Negotiated :

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Resume Overview

School Attended
  • Palm Beach State College
  • Universidad Politecnico Grancolombiano
Job Titles Held:
  • Branch Banker Senior
  • Accountant /Credit Analyst
  • Certification
  • BBA