Licensed Personal Banker Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Inquisitive future Finance Auditor and Accountant, driven to ask pertinent questions and promote overall system improvements. Consistently helps rather than hinders business objectives. I have been in the Financial Industry for 17 years and with my diverse background I can easily adapt to any situation.
  • SalesForce
  • BranchNet
  • QuickBooks
  • Federal Audits
  • Compliance
  • Knowledge of Federal Regulations
  • Insurance Regulations
  • Thrives under pressure
  • Solution-oriented

  • Proficient in Microsoft Office
  • Microsoft Excel expert
  • Knowledge of GAAP guidelines
  • Sarbanes-Oxley
  • Risk management expertise
  • Valued team player
  • Customer-oriented
  • Recordkeeping expert
  • Highly analytical
  • Independent worker
May 2016 Insurance License was received for the State of Indiana.
Wealth Champion Program certification for Private Bank in Dec of 2012. Several Fraud Prevention Award Certificates.
Quarter 1 Top Performer for First Midwest Bank in 2017
2016 Market Motivator Award for Achieving Outstanding YTD Scorecard Results
Member of the Delta Mu Delta International Honor Society in Business since July of 2016
Licensed Personal Banker, 11/2014 to Current
First National BankWoonsocket, SD,
  • Weekly, monthly and quarterly I am responsible for meeting sales and activity goals to help the bank be profitable.
  • For 2015 I was top tier for Revenue 3 of the 4 quarters, currently I am in the top 10% of the company for sales for the first half of 2016 and achieved an Exceeds Expectations by year end.
  • I am working daily to help my customers meet their accounting needs.
  • Helping personal and commercial clients with account reconciliation and audit needs.
  • Going above and beyond for my clients needs and looking outside the box for financial needs.
  • Helped manage the branch with the Asst. Teller Supervisor from July 1, 2016 through February 3, 2017.
  • Sold several fixed annuities to clients who wanted different investment options.
Personal Banker, 04/2010 to 11/2014
Midwestone Financial Group, Inc.Coon Rapids, MN,
  • Helped Audit the vault and safe deposit boxes to prepare for the Federal Audit.
  • Prepped my clients paperwork as well as the branch files for all pre-audits.
  • Quarterly completed Safe Deposit, Vault and Teller Audits.
Personal Banker/ Licensed Personal Banker, 03/2004 to 04/2010
  • Helped Commercial and Persona clients collect transactions for tax season and tax audits.
  • Prepped my clients paperwork as well as the branch files for all pre-audits.
  • Quarterly completed Safe Deposit, Vault and Teller Audits.
  • Prepared my Insurance shadow files for State Audits.
  • Helped the Compliance Officer locate files for review.
Teller/ Asst Teller Supervisor, 10/2000 to 03/2004
  • Assisting new and existing customers grow their relationships with the bank.
  • Assisted clients with their accounting needs on their checking and savings accounts.
  • Assisted Commercial Clients in collecting their end of year banking information to close their books.
  • Assisted our Commercial area in collecting accounting records to assist with the purchase of bank products and loans.
  • Helped manage the branch when the manager was out of the office, the largest staff was 9.
  • I was a leader for my tellers to help them grow, learn and exceed the branches sales goals.
  • Lead for Branch audits and completed all of the required prep work for a successful audit.
Education and Training
Associate of Arts: Accounting, Expected in 2012
Rock Valley College - Rockford, IL

Major in Accounting and Minor in Business Management

Bachelor of Science: Accounting, Expected in 2017
University Of Phoenix - Crown Point, IN
  • My classes were applied to give me real world experience
  • My minor was in Business Management
  • Kept my GPA at a 3.5 or better throughout my course schedule
  • Coursework in Advanced Financial Accounting
  • Coursework in Auditing
  • Coursework in Business Management
  • Coursework in Applied Accounting for Government and Not For Profit Entities
Rob Tiemens Air Comfort Co Service Tech (219) 713-5339
Anthony Eriks AmeriClean President (219) 689-7845
Jennifer Lewandowski InTouch Pharmacist (219) 213-2703
  • Accounting
  • Acquisitions
  • Banking
  • Financial Industry
  • Sales
  • Supervisory and Management
  • I help build goodwill and trust
  • I demonstrate integrityTeam Collaboration
  • I foster respectful interaction
  • Profiling to uncover financial needs
  • I work closely with my other business partners
Additional Information
  • Certificates of Achievement
  • In Jan 2007 I earned my Series 6/63 License and I was a part of the Licensed Personal Banker Program until it was terminated in Oct 2010.
  • In May of 2016 I became Licensed to sell Life and Health Insurance products in the state of Indiana
  • I have received a Solid or better for my annual reviews.
  • My yearend Sales for 2016 was an Exceeds Expectations
  • Scholastic Achievement
  • My final GPA was 3.74

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Personalization
  • Target Job

Resume Overview

School Attended
  • Rock Valley College
  • University Of Phoenix
Job Titles Held:
  • Licensed Personal Banker
  • Personal Banker
  • Personal Banker/ Licensed Personal Banker
  • Teller/ Asst Teller Supervisor
  • Associate of Arts
  • Bachelor of Science

Similar Resume

View All
Licensed Personal Banker
Licensed Personal Banker
Licensed Personal Banker