personal banker resume example with 4+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(XXX) 432-1000, resumesample@example.com
Professional Summary
Methodical personal banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering five years of experience in providing personal financial counseling.
Skills
Portfolio Assessment
Mortgage loans
Financial Product Knowledge
Consultation
Contractor experience
Client relationship management
Negotiation expertise
Work History
01/2019 to CurrentPersonal BankerDollar Bank | Middleburg Heights, OH,
Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations.
Receive cash and checks for deposit, verify amounts, and look for check endorsements.
Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit.
04/2017 to 12/2018Assistant ProcessorAston Carter | City, STATE,
Collected, reviewed and verified documentation for mortgage applications.
Monitored mortgage loan process and ensured compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations.
Prepared loan activity reports, closed documents for settlement and coordinated settlement dates with members, attorneys and realtors.
05/2016 to 08/2016Retail Banking InternCentier Bank | City, STATE,
Established rapport with clients, displayed a caring attitude, identified their needs, recommended and explained solutions, handled objections and asked for their business.
Performed transactions, managed deposits and loan payments, verified cash and endorsements, cashing checks.
Issued money orders, cashier’s checks, and redeemed savings bonds and balanced drawer daily and ensure that cash is accounted for.
Education
Expected in 2022 to to Master of Science | Financial Services And BankingSuffolk University, Boston, MA, GPA:
Expected in 2016 to to Bachelor of Science | FinanceUniversity of North Texas, Denton, TX, GPA:
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