personal banker resume example with 7+ years of experience

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

Dedicated and hands-on Community Manager able to improve properties and streamline operations for efficiency. Hardworking and resourceful with a friendly and open approach. Highly trained professional with passion for working with and for people. Solutions-oriented problem-solver with goal-oriented mindset. Ready to bring many years of experience to new position with room for advancement.

  • Daily operations oversight
  • Payment management
  • Issue resolution
  • Property tours and inspections
  • Facility repair reporting
  • Amenities expertise
  • Property inspections
  • Expertise in Onesite, Performance Analytics, Yieldstar, Oracle, JDE, Yardi, Blue Moon
  • Property management
  • Staff management
  • Vendor management
  • Client service and support
  • Marketing and advertising
  • Leasing and sales
  • Business development
  • Workplace safety
  • Event planning
  • Meeting participation
  • Administrative abilities
  • Database management
  • Benefits and compensation management
  • Payroll coordination
  • Recruitment
  • Succession planning
  • Workforce improvements
  • Organizational development
  • Risk management
  • Conflict resolution
  • Multitasking abilities
Work History
Personal Banker, 09/2013 to 11/2019
Washington FederalTucson, AZ,
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Helped clients plan for and fund retirements using mutual funds and other options.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Identified and investigated variances to financial plans and forecasts.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Built client rapport to ensure consistent satisfaction and loyalty.
  • Processed customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
Human Resources and Executive Administrative Assistant, 04/2013 to 09/2013
Amarillo CollegeHereford, TX,
  • Handled all scheduling for multiple executive's calendars and prepared meeting agenda and materials.
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Carefully transcribed phone messages and relayed to appropriate personnel.
  • Orchestrated successful conferences, including associated travel for all speakers and attendees, facilities and support services.
  • Used QuickBooks to produce monthly invoices, reports and other deliverables.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Collaborated with management to build and implement effective, modern employment policies.
  • Reviewed job applications to identify, vet and recommend optimal candidates.
  • Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping.
Leasing Specialist, 02/2012 to 11/2012
BoxChicago, IL,
  • Managed all aspects of customer service, including but not limited to, greeting clients, showing apartments, answering questions and redirecting concerns to close leases, preparing leases and resolving resident issues.
  • Collected rent and tracked resident payments and information in Yardi.
  • Validated rental eligibility by using Waterton's verification process.
  • Marketed property to local businesses through collateral, emails and phone calls.
  • Resolved conflicts between residents.
  • Distributed and followed up on renewal notices.
  • Escalated any major issues to property manager for immediate remediation.
  • Maintained sufficient number of units market-ready at all times.
Community Manager, 08/2011 to 02/2012
Camden Property TrustCity, STATE,
  • Oversaw management of multiple properties while providing exemplary service to customers.
  • Maximized rental income while minimizing expenses through effective planning and control.
  • Conducted inspections of property grounds, buildings and equipment to identify maintenance concerns and direct timely repairs.
  • Established strong, professional relationships with leasing and maintenance teams and residents by promoting team collaboration and delivering exemplary service.
  • Handled disciplinary actions, performance appraisals and terminations of company staff.
  • Analyzed and evaluated monthly and quarterly financial statements.
  • Maintained operational facilities attractive to potential residents by organizing regular maintenance, major repairs and capital improvement projects.
  • Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays and schedule changes.
  • Developed annual operating budgets and forecasts, as well as sales and marketing plans.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet all state, local and federal housing requirements.
  • Evaluated and recommended changes in rental pricing strategies to remain competitive in market.
  • Boosted occupancy by leveraging market knowledge and successful promotional strategies.
  • Introduced and monitored effective lease renewal programs to maintain high occupancy rates.
: Business Administration, Expected in to Century Community College - White Bear Lake, MN,
  • President of Century College Spanish Club
  • Vice President Elect of Century College Student Senate
  • Member of Century College Student Life (Budget Committee)
  • Member of Minnesota State College Student Association
  • Certified Pool Operator
  • HVAC Trained

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Resume Overview

School Attended

  • Century Community College

Job Titles Held:

  • Personal Banker
  • Human Resources and Executive Administrative Assistant
  • Leasing Specialist
  • Community Manager


  • Some College (No Degree)

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