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Personal Banker Resume Example

Resume Score: 80%

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PERSONAL BANKER
Professional Summary
  • Personable individual with strong relationship building skills that equate to an efficient work-ethic both independently and in a team-orientated work environment
  • Self-directed in projects/research with experience in drafting and submitting final reports to department leaders and/or management
  • Skilled relationship manager with extensive experience aiding clients with up to $2MM in total assets
  • Knowledgeable group leader heading 15+ members in planning and coordinating events
  • Experienced in and enjoys connecting and problem-solving to achieve and exceed goals
Skills
  • Strong focus on accuracy and minute details
  • Strong, positive background in team leadership, agenda planning and time management
  • Self-directed and flexible in the work place
  • Reliable and punctual, valuing a neat and clean appearance
  • Willing and experienced taking charge to lead an efficient team
  • Fast and accurate work ethic
  • Results driven with the aim to exceed company goals
  • Eager to bond with others and create a cohesive work environment
  • Experienced in high stress environments whilst maintaining a calm demeanor
  • Personable individual whom enjoys learning about the clients and creating a solution
  • 90+ WPM Comfortable Typing Speed
Work History
ChipotleKitchen Manager | Hillsboro, OR | August 2020 - Current
  • Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong store performance
  • Oversaw food preparation and monitored safety protocols
  • Served as manager-on-duty for all BOH duties and responsibilities
  • Certified and trained staff on proper cooking procedures as well as safety regulations and productivity strategies
  • Ensured quality assurance by completing frequent checks of food on the line
  • Assisted general management manage inventory and prepare food pars for the day
Wells Fargo BankPersonal Banker | Hillsboro, OR | August 2019 - Current
  • Actively networked in local market to both increase client base and encourage existing clients to expand financial assets
  • Advised customers on deposit, loan and credit products and fostered the application of these new services
  • Processed completed loan and credit packages, boarding and funding these products to achieve individual and company goals
  • Conducted detailed financial reviews for business and affluent clients to fit appropriate products with the clients needs
  • Introduced clients and referred assets over to Wells Fargo Partners (ex. Home Mortgage, Financial Advisor, etc.) when needs were identified
  • Partnered with Home Mortgage and Home Equity consultants to facilitate application and the closing of such products
  • Championed risk management in all aspects of business areas, escalating issues promptly for effective resolution
  • Regularly utilized proprietary Salesforce software to manage client base and disposition profiles
  • Established rapport and heard concerns with new and existing clientele to ensure a consistent customer experience and loyalty
Tandem Property ManagementLeasing Agent | Portland, OR | October 2018 - August 2019
  • Maintained an average closing ratio of 61% conducting property showings, highlighting features and amenities to prospective residents both on and off site
  • Validated rental eligibility using Tandem's screening protocol
  • Directed prospects through all stages of the move-in process, from application to lease, creating and auditing industry standard documents meeting all state, local and federal housing requirements
  • Proficient with Yardi Voyager Residential Property Management Software
  • Conducted weekly property inspections, assessing possible breaches of both state and company standards and noticed respective parties accordingly
  • Marketed the property to local businesses through weekly outreach programs, networking with managerial staff and building deep relationships with employers and vendors
  • Provided excellent customer service, hosting monthly resident events to boost renewal rates and resident satisfaction
  • Knowledgeable of Fair Housing and HUD protocols including the successful completion of a REAC inspection
  • Navigated and resolved resident concerns, creating and issuing disciplinary action in compliance with company protocol
Honolulu Juice CompanyCrew Lead | Honolulu, HI | June 2017 - September 2018
  • Experienced in food service including a full breakfast and lunch menu in addition to large catering orders
  • Prepped pastas, quinoa, salads and more for the day's and day's next services
  • Consistently provided friendly customer service and hospitality to patrons
  • Cash register experience, with responsibility for balancing at end of day and additionally preparing bank deposits when necessary
  • Managed inventory through meticulous record keeping, placing orders when necessary to maintain acceptable stock
  • Responsible for creating day's task list and ensuring that goals were prioritized and completed according to timeline
  • Demonstrated a clean, sharp business image that reflected my pride for the product
Kalani High School - STEM CapstoneKalani High School Representative - Researcher | Honolulu, HI | August 2016 - May 2017
  • Project: Development of a program (written in C++) that would allow individuals with motor impairments the ability to type and communicate using eye movements
  • Worked alongside Kalani High School Mathematics Department Head Dr. Michael Ida
  • Submitted a 13 page research paper along with a poster presentation to a panel of accredited judges at both the district and state level
  • Received 1st in Category: Embedded Systems, in the State Science and Engineering Fair
Education
High School DiplomaKalani High SchoolKalanianeole Highway, 2017
  • 4.0 GPA Valedictorian
  • Class of 2017 Senior Class President
  • AP Scholar with Distinction Award Recipient
  • Kalani High School State Science Fair Representative & Award Winner
In-Progress Bachelors of ScienceMechanical EngineeringOregon State UniversityCorvallis, OR | Expected in 2023
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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.

Resume Overview

Companies Worked For:

  • Chipotle
  • Wells Fargo Bank
  • Tandem Property Management
  • Honolulu Juice Company
  • Kalani High School - STEM Capstone

School Attended

  • Kalani High School
  • Oregon State University

Job Titles Held:

  • Kitchen Manager
  • Personal Banker
  • Leasing Agent
  • Crew Lead
  • Kalani High School Representative - Researcher

Degrees

  • High School Diploma
    In-Progress Bachelors of Science Mechanical Engineering

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