personal banker resume example with 1+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
To work for an organization where I can use my analytical skills, passion and commitment to achieve organization goals and get conductive environment to learn and grow
Microsoft Windows/XP/2000/VISTA/7, Microsoft Office *Placement coordinator for campus placement activity *Active participation and in seminars and debates at graduate level
Exceeded sales objectives in 2011 
01/1 to 01/1 Personal Banker Wesbanco | Clarksburg, , India
  • Providing superior customer service while assisting and supporting all aspects of service and sales related activities in the branch Building and maintaining long term customer relationships Evaluate customers' financial needs and provide suggestions on retail banking products and services Manage customers' portfolios, service relationships and cross-sell all products and services Opening, maintaining and closing of all accounts and term deposits Followed bank policies and procedures; applied these practices to process transactions in a timely manner Provide broad base of financial (investments, Mutual funds, SIP's) and credit services with the goal of acquiring 100% of the customers' business Handle cash transactions on need basis Resolve difficult customer situations effectively while delivering friendly service and ensuring the highest level of customer satisfaction Work independently with careful attention to detail and accuracy.
01/1 to 01/1 Analyst Intern Spencer Stuart | Dallas, , India
  • Worked as research analyst under a portfolio manager Assisted in offering customized portfolio solutions to clients based on their risk-return and liquidity profiles Responsible for catering to client orders and executing the trades on their behalf Responsible for generating volumes and achieving brokerage from the customers Gained profound knowledge on application of Markowitz theory, CAPM- Capital Asset Pricing Model, Arbitrage Pricing Theory.
Expected in Master of Business Administration | , , GPA:
Expected in May '11 MBA | Finance Osmania University, Hyderabad, GPA:
Expected in Mar '09 Bachelor of Science | Biotechnology Andhra University, Visakhapatnam, GPA:
analyst, analytical skills, attention to detail, banking, Handle cash, closing, interpersonal skills, credit, client, clients, customer satisfaction, customer service, financial, funds, investments, Microsoft Office, 2000, Microsoft Windows/XP, policies, Pricing, problem solving, quality, research, retail, sales, seminars, VISTA

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Resume Overview

School Attended

  • Osmania University
  • Andhra University

Job Titles Held:

  • Personal Banker
  • Analyst Intern


  • Master of Business Administration
  • MBA
  • Bachelor of Science

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