Personal Banker Resume Example Keybank

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

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

Personal Banker Resume Example

Resume Score: 80%

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