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Personal Banker Resume Example

Resume Score: 80%

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PERSONAL BANKER
Professional Summary

Ambitious financial professional with superior analytical and problem solving skills. Currently studying for the CFA charter part one. I am proficient in Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Outlook, and Salesforce. Additionally I am bilingual with a creative and goal oriented mindset.

Work History
KeyBank - Personal BankerDenver, CO03/2020 - Current
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Continually boosted branch production and revenue by 20% by consistently meeting all monthly and quarterly sales goals.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Effectively used Microsoft Excel and Salesforce to access customer details and databases.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
FK Services Enterprise - Administrator/Business Development ManagerPlantation, FL08/2013 - Current
  • Streamlined operational efficiencies by delivering recommendations for knowledge-base processes and procedures.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Established relationships with key decision-makers within customer's organization to promote growth and retention.
  • Identified key products, services and customers and used data to devise innovative sales and marketing plans enabling dramatic growth.
  • Uncovered and qualified prospects and sales opportunities in targeted markets using external resources.
  • Created reports and presentations detailing business development activities.
  • Dealt with international calls, scheduled shipment inspections, and set up appointments with prospecting clients
  • Translated documents and meetings from English to Spanish (vise-versa)
Jefferson Frank International - Recruitment ConsultantDenver , CO05/2019 - 01/2020
  • Operated and maintained applicant tracking and candidate management systems.
  • Worked with recruiting teams and human resources representatives to accomplish hiring objectives.
  • Followed up with notable applicants sourced via industry-specific pipelines, events and job fairs.
  • Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
  • Promptly corresponded with all applicants and coordinated and conducted interviews.
  • Oversaw full cycle recruiting for 15 vacancies each quarter.
  • Specialized in recruiting well-qualified AWS Technology candidates.
  • Tracked key dates and deadlines and maintained specific personnel lists.
  • Pre-screened resumes prior to sending to corporate hiring managers for consideration.
OppenheimerFunds - Retirement Plan Specialist Centennial, CO09/2018 - 05/2019
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Researched FINRA rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
  • Highlighted values and educated clients on group retirement, individual retirement, and sole investment financial products.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Received and processed stock into inventory management system.
  • Resolved problems, improved operations and provided exceptional service.
  • Increased customer satisfaction by resolving client issues.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Additional Information

Bi-lingual: Fluent in Spanish and English

Skills
  • Banking
  • Portfolio Assessment
  • Loans
  • Financial Product Knowledge
  • Relationship building and management
  • Sales expertise
  • Business Development
  • Financial services
  • Revenue Generation
  • Client relationship management
  • Compliance, banking laws and regulations
  • Spanish speaking
  • Financial Statements Expertise
  • Data Collection & Research
  • Strong organization
  • Preparing models
  • Finance
  • Data evaluation
  • Excel spreadsheets
  • Excel data modeling
  • Advanced Excel spreadsheet functions
  • Microsoft Office
  • Analytical skills
Education
12/2020Florida State UniversityTallahassee, FLBachelor of Arts
Certifications
  • FINRA SIE
  • FINRA Series 6
  • NMLS: 1961601
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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.

Resume Overview

Companies Worked For:

  • KeyBank
  • FK Services Enterprise
  • Jefferson Frank International
  • OppenheimerFunds

School Attended

  • Florida State University

Job Titles Held:

  • Personal Banker
  • Administrator/Business Development Manager
  • Recruitment Consultant
  • Retirement Plan Specialist

Degrees

  • Bachelor of Arts

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