Personal Banker Ii Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Business Administration Professional with MBA degree, over 8 + years of experience in management, sales / commercial representative and banking. Responsible for sales and commercial relationships for a cement production and distribution company focused on the Colombian sub-region of Viejo Caldas (comprising Risaralda, Caldas and Quindio Departments). Managing service and providing financial advice for banking customers.
  • Exceptional customer service
  • Sales expertise
  • Debt and credit management
  • Reliable
  • Excellent communication skills
  • Friendly
  • Energetic
  • Strong work ethic
  • Team player
  • Flexible
  • Approachable
  • Goal Oriented
  • Computer Skills
  • Stage Coaching
  • Conflict Resolution Skills
  • Top Teller – Jump 2012 / County line - Wells Fargo 2012
  • Employee of the year / West Doral Branch - Wells Fargo 2012
  • Winner of the award “CSSR Of the Year 2012 / Top service Manager 2013 Miami Dade - Stars Recognition – Florida President – Wells Fargo.
  • Number one Personal banker at the State level Quarter 4 – 2012 / Quarter 1 – 2013.
  • Top Service Manager Quarter 2 – 2013. West Dade District. Wells Fargo.
  • Top Service Manager Quarter 3 – 2013. Miami Dade. Wells Fargo.
  • Top 5 Business Reps Cemex Colombia 2009.
  • Top student of the entire business program 1st semester 2012.
Personal Banker II, 04/2015 to Current
Ameris Bancorp Bradenton, FL,
  • Manages a premier/excellent household customer portfolio.
  • Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners.
  • Provides broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer s business.
  • Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
  • Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship.
Service Manager, 04/2015 to 04/2015
Chesapeake Utilities Corporation Yulee, FL,
  • Manages the teller services function to ensure prompt and efficient transaction processing and the generation of sales through quality referrals.
  • This job's primary (greater than 50% of time) duty is the management and direction of work for a minimum of two FTE's.
  • Establishes sales referral and service goals.
  • Creates, trains and coaches a successful service and referral team.
  • Responsible for effective staff salary administration and rewards.
  • Is responsible for scheduling staff efficiently to maximize resources and achieve service and sales goals.
  • Ensure compliance with audit and operational regulations and guidelines.
Customer Service and Sales Rep / Personal Banker, 03/2015 to 03/2015
Freeman Health System Carthage, MO,
  • Personal Bankers sell retail banking products and services to customers and prospects.
  • Manages customer portfolio, services relationships and cross-sells all products and services.
  • Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business.
  • Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
  • Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.
Business Representative, 09/2015 to 10/2015
Cemex Colombia, Pereira Colombia , ,
  • The Territory associate must sell CEMEX's line of products and act as a CEMEX business representative in the marketplace.
  • The Territory associate is also responsible for the profitability of their accounts.
  • Develop and maintain strong relationships with external and internal customers.
  • Develop account sales that meet the market mix targets set by the Company.
  • Compile market information to validate market mix targets, or suggest changes.
  • Negotiate agreements with customers to attain the highest possible unit selling prices and profits.
  • Manage customer expectations of the product ordering and delivery process, credit agreement and payment terms among others.
  • Participate in sales meetings and other scheduled events.
  • Update monthly sales forecast.
  • Participate in the development of future project bids.
  • Adhere to all Cemex requirements for pricing and quotations, vehicle and expense account management, and customer file management.
Professional 5 Years: Business Administration, Expected in 2007
Universidad La Gran Colombia - Armenia, Quindio

Business Administration

MBA: Master in Business , Expected in 2012
University Of Phoenix - Doral, Fl
Bilingual English and Spanish (proficient verbal and written)

account management, premier, analytical skills, banking, budgeting, Strong interpersonal skills, credit, delivery, direction, Bilingual English, file management, Financial, market, meetings, Excel, Power Point, modeling, Negotiation, Presentation skills, pricing, project management, quality, retail, selling, sales, scheduling, Sound, Spanish, spreadsheet, strategic planning, phone, transaction processing, written

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Resume Strength

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  • Personalization
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Resume Overview

School Attended
  • Universidad La Gran Colombia
  • University Of Phoenix
Job Titles Held:
  • Personal Banker II
  • Service Manager
  • Customer Service and Sales Rep / Personal Banker
  • Business Representative
  • Professional 5 Years
  • MBA

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