personal and small business banker resume example with 16+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :
Professional Summary

Service-oriented Sales Manager with more than 15 years of experience developing relationships and partnerships. Strategic and analytical with motivational leadership style and expertise in building new network connections, promoting products and expanding territories.

  • Sales Processes
  • Business Development And Planning
  • Strategic Account Development
  • New Business Development
  • Solution Selling
  • Analytical Problem Solver
  • Systems And Software Programs
  • Strategic Planning
  • Account Management
  • B To B Sales
Work History
Personal and Small Business Banker, 08/2019 to 08/2021
Frost (Cullen/Frost Bankers)Little Elm, TX,
  • Interacted with clients to define and understand long-term goals and strategies
  • Alleviated issues by using innovative methods and effective problem-solving skills
  • Developed analysis methodologies and task requirements in tandem with senior management
  • Provided sales forecasts within 90% accuracy each quarter and each year for long-term strategic planning
  • Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency
  • Reached average of 100% of sales goals each year
  • Mastered and constantly improved sales prospecting, follow-up and upsell processes
  • Researched potential customer markets thoroughly before beginning personal contacts
  • Leveraged CRM to collect, organize and manage sales data and customer information
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Maintained up-to-date knowledge of competitors' products.
Lead Teller, 06/2019 to 10/2019
Camden National CorporationBangor, ME,
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Answered inquiries regarding checking and savings accounts and other related products
  • Received car loan, home loan and other payments and posted to accounts
  • Identified potential needs through observation, questioning and listening
  • Created teller schedule to keep weekly and weekend shifts properly staffed
  • Provided customers with appropriate literature on banking products and services
  • Introduced customers to other bank team members to help meet financial needs
  • Investigated and promptly resolved issues with patron accounts
  • Mentored newly hired team members on appropriate responses to patron questions
  • Wrote and distributed customer correspondence
  • Established rapport with new clients to increase satisfaction and loyalty
  • Managed over 50 customer calls per day.
Teller, 06/2018 to 06/2019
CardekhoCity, STATE,
  • Help customer with their financial needs by processing transactions
  • Build long lasting relationship with customer and team members
  • Help uncover financial needs of customers
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Educated customers on use of banking website and mobile apps
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
  • Processed customer transactions promptly, minimizing wait times
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Managed over 50 customer calls per day.
Relationship Manager, 2002 to 2015
Omdurman National BankCity, State,
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
  • Generated new business and referral clients in partnership with financial advisors and branch team
  • Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment
  • Assisted customers with opening accounts and signing up for new services
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
  • Maintained knowledge on banking products and distribution to provide optimal service support
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals
  • Supported financial director with special projects and additional job duties
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients
  • Identified improvement changes regarding key processes for internal controls and accounting procedures
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
  • Increased sales by 10%
A postgraduate Diploma: Accounting and Finance, Expected in 2005 to Sudan University of Science And Technology - Sudan,
Bachelor’s Degree: Banking and Financial Sciences, Expected in 2001 to Sudan Academy For Banking And Financial Sciences - Sudan,
Native or Bilingual
Native or Bilingual

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Resume Overview

School Attended

  • Sudan University of Science And Technology
  • Sudan Academy For Banking And Financial Sciences

Job Titles Held:

  • Personal and Small Business Banker
  • Lead Teller
  • Teller
  • Relationship Manager


  • A postgraduate Diploma
  • Bachelor’s Degree

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