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Personal Banker I Resume Example

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PERSONAL BANKER I
Summary
To obtain a position where my skills can be used to better myself professionally, grow within the firm and offer loyal, trustworthy and hard-working service to the prospective employer. Ability to interact with multiple levels of management / ability to develop strong relationships with subordinates, peers and senior staff alike. Ability to quickly adapt to challenging/demanding professional environments. Aptitude/strong ability to learn computer software necessary for daily office procedures. Excellent corporate work ethics: timely, respectful and considerate to co-workers; honest. Excellent organizational skills, ability to multitask under tight deadlines and demonstrate flexibility.
Highlights
Operating Systems - Windows 2000/XP/Vista/7 * Office and Productivity - Microsoft Excel, Outlook, PowerPoint, Word (97, 2000, 2003, XP and 2007+)
Experience
Personal Banker I
June 2011 to May 2014Wells Fargo Bank － Bradenton, FL
  • Responsible for reaching monthly goals on bank products such as; checking accounts, business accounts, credit cards, line of credits, personal loans, equity line of credits Partner with the Service Manager to develop a monthly action plan for tellers to succeed in their short/long term referral goals Coach and develop tellers in areas of growth to ensure they take advantage of every opportunity they get to give world class customer service, by sitting the customer down with a banker to have their accounts reviewed.
  • Perform general operations duties, such as balancing a cash drawer, replenishing an ATM and opening and closing the branch, required to count and balance the cash in the vault.
  • Provide leadership by helping and guiding new bankers in their primary roles.
  • Make sure they are familiar with not only the systems, but also, products and unique sales techniques.
  • Administer all referrals and direct meetings and develop business opportunities.
  • Responsible for partners referral such as; merchant services, payroll, and insurances for business as well as personal.
  • Opening, maintaining and closing of all account types; maintaining good customer relations by providing expert advice and service to customers.
  • Analyzing current customer relationships and cross-selling by proactively contacting customers with recommendations to help them achieve financial success.
Anti-Money Laundering Analyst
November 2010 to December 2011Advantage － Bradenton, FL
  • Conduct enhanced due diligence investigations in support of policies and procedures.
  • Investigations involve research using various resources, including the Internet, in-house and external/commercial databases and communications between country and Global Compliance Officers, Law Enforcement, government regulatory agencies and other relevant sources.
  • Responsible for the daily review and investigation of all system generated suspicious transaction alerts in the anti-money laundering efforts of the bank.
  • Responsible for internal/external case generation referrals assisting in the filing of any and all required suspicious activity reports (SARs).
  • Undertake other projects as assigned by Team Management.
  • Exclusively selected as one of a few analysts to take part in a high-risk project.
  • Demonstrated ability to finish all cases assigned, as well as willingness/ability to help with additional cases assigned to other analysts.
  • Review checks, transactions and account changes in an analytic, forensic and investigative standpoint.
  • Responsible for exercising discretion in the process of identifying and resolving problems/issues relating to Anti-Money Laundering and make sound, subjective decisions to close risky relationships as well as place and remove restrictions.
Administrative Clerk
January 2010 to December 2010Select Staffing
  • Participated in several temp assignments that enriched my skills in the administrative field.
  • Carried out duties performing customer service tasks, order/data entry, filing, faxing, organizing information and providing support to several departments by filling in for personnel.
Teller/Bi-Lingual Service Representative
June 2007 to December 2010JP Morgan & Chase － Bradenton, FL
  • Received checks, cash, bankcards and other negotiable instruments in payment of fees or charges; verified amounts and endorsements; issued receipts.
  • Accepted checks for cashing, verified endorsements/acceptability and made changes when needed.
  • Entered transaction data into accounting system terminals and consulted database to check status of financial accounts; verified information when necessary.
  • Counted cash drawer upon opening to verify amount, ensured enough cash was kept in drawer for daily needs by ordering from vault.
  • Assisted with related activities such as night deposits, check disbursements, collections or similar duties.
  • Conducted a variety of customer service tasks, including providing account balances, transferring funds, tracking deposits and various record changes.
  • Provided bi-lingual support/assistance to Spanish-speaking customers of the bank.
  • Maintained and accounted for cash drawer and daily transactions and reported any discrepancies.
  • Answered questions and provided information to students, staff and faculty about fees, procedures, policies or related issues.
  • Made account recommendations to clients and referred specific products/services to customers as needed.
Education
Associate Degree : Business (International Business), Summer 2011State College of Florida － Bradenton, FL

Business (International Business)

Languages
Fluent in English and Spanish
Skills
accounting system, administrative, ATM, balance, develop business, bi, closing, Coach, credit, clients, customer relations, customer service, data entry, databases, database, due diligence, Fluent in English, equity, faxing, filling, filing, financial, funds, government, Law Enforcement, leadership, meetings, Microsoft Excel, Money, Office, Outlook, PowerPoint, Windows 2000, 2000, Word (97, Operating Systems, organizing, payroll, personnel, policies, research, selling, sales, sound, Spanish, Spanish-speaking, Team Management, unique, Vista
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Resume Overview

Companies Worked For:

  • Wells Fargo Bank
  • Advantage
  • Select Staffing
  • JP Morgan & Chase

School Attended

  • State College of Florida

Job Titles Held:

  • Personal Banker I
  • Anti-Money Laundering Analyst
  • Administrative Clerk
  • Teller/Bi-Lingual Service Representative

Degrees

  • Associate Degree : Business (International Business) , Summer 2011

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