Personal Banker resume example with 7+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
Professional Summary
Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes consumer, small business and affluent customer knowledge and expansive experience in the the banking sector.
Experience personal banker with over 7 years of experience. Excellent reputation for resolving problems and improving customer satisfaction.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Skills
Financial Product Knowledge
Banking Policies and Procedures
Client Acquisition and Retention
Cross-Selling and Upselling
Financial Advisement
Regulatory Compliance
Personal Advising
Attention to Detail
Retirement Needs
Personal Coaching
Client Interactions
Coaching Clients
Investment Expertise
Providing Feedback
Interpersonal Skills
Ethical Business Conduct
High Net Worth Individual Expertise
Small Business Relations
Loans
Work History
Personal Banker, 08/2016 to Current Citizens National Bank – Sevierville, TN,
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Identified and investigated variances to financial plans and forecasts.
Presented new and additional products and services to existing customers.
Approached prospective clients through cold calling and emails to meet sales targets.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Achieved consistent recognition as top sales performer.
Maximized revenue through improved sales techniques and branch productivity.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Devised processes to boost long-term business success and increase profit levels.
Developed complete business plans and operational strategies for new and existing business.
Investigated and addressed business development challenges to proactively mitigate problems.
Consulted with financial advisors and traders to provide data and analysis of market trends, economic influences and business shifts affecting overall profitability.
Conducted evaluation and monitoring of specific investment types to provide insight to investment management team.
Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
Delivered exceptional experience and maintained productive relationships with area small businesses.
Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Represented bank at community events to establish strong ties and promote business.
Teller Associate, 10/2015 to 07/2016 Selco Community Credit Union – Albany, OR,
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
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