LiveCareer-Resume

licensed personal banker resume example with 15+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary

Diligent and driven Licensed Banker who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

Highlights
  • FINRA Series 6 License
  • NASAA Series 63 License
  • Life Insurance License

  • Excellent communication skills
  • Inspiring team leader
  • Goal-oriented

Education
Bergen Community College Paramus, NJ Expected in XXX1 ā€“ ā€“ Associate of Science : Business Administrative Management - GPA :
Experience
First National Bank - Licensed Personal Banker
Longmont, CO, 09/XXX2 - Current

Acquired 9 new investment clients in the last quarter, with total investment portfolio value of $450k while reaching goals for retail banking expectations. Number 1 in Northern New Jersey in closed investment referrals for the position.

First Community Bank - Personal Banker
Clintwood, VA, 09/XXX0 - 08/XXX2

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Ttec - Customer Service and Sales Representative
Eugene, OR, 03/XXX0 - 08/XXX0

Serviced customers and address concerns while finding products beneficial to them that would deepen and enhance existing relationships.

Wintrust Financial Corp. - Teller
Delafield, WI, 11/2008 - 02/2009

Perform any number of customer transaction while maintaining a balanced till.

Hollingsworth Logistics - Sales Manager
Warren, MI, 10/2007 - 10/2008

In charge of maximizing earnings in the store by motivating and coaching the staff on identifying opportunities and cross selling techniques.

Northern Tool - Store Manager
Houston, TX, 06/2005 - 09/2007

Oversee all aspects of running a retail business including reaching revenue goals, product placement, hiring staff, and scheduling.

El Pollo Loco Holdings - Shift Leader
Fillmore, CA, 05/2004 - 05/2005

Oversee store operations in the absence of the Store Manager or Assistant Manager.

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Resume Overview

School Attended

  • Bergen Community College

Job Titles Held:

  • Licensed Personal Banker
  • Personal Banker
  • Customer Service and Sales Representative
  • Teller
  • Sales Manager
  • Store Manager
  • Shift Leader

Degrees

  • Associate of Science

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