close
  • Dashboard
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Customer Service
      • Education
      • Sales
      • Manager
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Microsoft Word
      • Professional
      • Modern
      • Traditional
      • Creative
      • View All
    • Resume Services
    • Resume Formats
      • Resume Formats
      • Chronological
      • Functional
      • Combination
    • Resume Review
    • How to Write a Resume
      • How to Write a Resume
      • Summary
      • Experience
      • Education
      • Skills
        • Skills
        • Hard Skills
        • Soft Skills
    • Resume Objectives
  • CV
    • CV
    • CV Examples
    • CV Formats
    • CV Templates
    • How to Write a CV
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Customer Service
      • Marketing
      • Sales
      • Education
      • Accounting
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Questions
  • Resources
  • About
    • About
    • Reviews
  • Contact
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Personal Banker
Please provide a type of job or location to search!
SEARCH

Personal Banker Resume Example

Love this resume?Build Your Own Now
DM
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
Columbia Banking System, Inc. - Personal BankerEnumclaw , WA03/2020 - 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.
Harvard University - Administrator/Business Development ManagerMenlo Park , CA08/2013 - 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)
First Bank And Trust - Recruitment ConsultantMichigan , ND05/2019 - 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 City , STATE09/2018 - 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 UniversityCity, StateBachelor of Arts
Certifications
  • FINRA SIE
  • FINRA Series 6
  • NMLS: 1961601
Build Your Own Now

DISCLAIMER

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:

83Good
Resume Strength
  • Formatting
  • Word choice
  • Length
  • Measurable results
  • Strong summary

Resume Overview

School Attended

  • Florida State University

Job Titles Held:

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

Degrees

  • Bachelor of Arts

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Personal-Banker-resume-sample

Personal Banker

First Fidelity Bank

Oklahoma City , OK

Personal-Banker-resume-sample

Personal Banker

Great Western Bank

Lincoln , NE

Personal-Banker-resume-sample

Personal Banker

Ameris Bancorp

Jekyll Island , GA

  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
  • Work Here
  • Contact Us
  • FAQs
  • Accessibility
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2022, Bold Limited. All rights reserved.