Personal Banker Resume Example
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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
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
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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
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