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Personal Banker Resume Example

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PERSONAL BANKER
Professional Summary

Ambitious and self-motivated with experience in the Financial Services field, looking to obtain a position and grow within an organization where my work experience and education will add value to its operations.

Skills

  • Financial product knowledge

  • Credit & Lending

  • Financial advisement

  • Banking

  • Portuguese Speaking

  • Compliance, banking laws and regulations

  • Accurate Data Entry

  • Microsoft Office (Excel, Word, PowerPoint, Outlook)

  • Relationship Management

  • Self-motivated professional

  • Flexible & Adaptable

Work History
Personal Banker, 01/2019 to Current
Company Name – City, State
  • Relationship Management - Build and maintain meaningful relationships with affluent clients.
  • Created innovative financial solutions to meet client needs and provide competitive edge.
  • Business Advocate - Work closely with business clients in meeting their credit and banking needs.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Effectively used complex software to access customer details and databases.
  • Work in a team environment, leveraging partners such as Mortgage Bankers and Financial Advisors.
  • Interpersonal skills, with the ability to educate and influence.
  • Connecting with clients on daily basis, by phone, email and in person.
  • Assisted clients with setting up or closing accounts, completing loan applications, signing up for new services, notary services and wire transfers.
  • Efficiently solve problems as they arise.
  • Adhered to policy and procedures.
  • Maintain a high level of professionalism, integrity, and transparency.
Financial Consultant, 06/2017 to 01/2019
Company Name – City, State
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Established new accounts for high net worth individuals and serviced existing accounts.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Completed special procedures for customers such as ordering new checks, stopping payments or wire transfers.
  • Upheld rigorous bank standards for loans, money handling and legal considerations.
  • Adhered to established security procedures and reported potential fraud for immediate recourse.
  • Adhered risk management policies to mitigate bank losses.
Teller, 06/2016 to 06/2017
Company Name – City, State
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Identified sales opportunities and referred customers to branch partners on platform.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Collaborated with team members to discuss fraud trends and brainstorm methods to mitigate risk.
Account Representative, 02/2015 to 09/2016
Company Name – City, State
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
  • Clerical tasks (Typing, Data Entering, Filing, photocopying, scanning, mail handling).
  • Proficiently utilized microsoft office tools such as Excel, PowerPoint and Word.
Education
Bachelor of Science: Finance, Expected in 06/2021
Southern New Hampshire University - City
  • Current GPA 3.6
  • Dean's List
  • President's list
  • Member of National Society of Leadership and Success (NSLS)
  • Relevant course include: Applied Statistics, Macroeconomics, Microeconomics, Financial Accounting, Personal Financial Planning, Principles of Finance, Corporate Finance, Fundamentals of Investing, Financial Markets, Business Law I, Multinational Corp Finance, Money & Banking, Wealth Management, Public Finance, Fin Statements & Reporting Analysis, Managerial Accounting as well as others.
Certifications
  • NJ Notary Public
  • Safe Registered - NMLS 1645931
  • Professional Trader Course – Trading Academy (OTA)
  • Second language, Portuguese - Fluent
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Resume Overview

School Attended

  • Southern New Hampshire University

Job Titles Held:

  • Personal Banker
  • Financial Consultant
  • Teller
  • Account Representative

Degrees

  • Bachelor of Science : Finance , Expected in 06/2021

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