personal banker ii resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Results-driven management professional determined to exceed company goals. Successful at leveraging financial and marketing education to smoothly oversee financial, personnel, and operational facets. Forward-thinking in addressing and resolving concerns, optimizing policies and engaging with customers to promote loyalty and drive sales. Recognized for outstanding time management and reversing downward trends by overhauling processes and training programs.

  • Inventory management
  • Coaching/Mentoring
  • Money handling
  • Scheduling and Training
  • Excel, Microsoft Word, Powerpoint
  • Staff Management
  • Merchandising
  • Team leadership
  • Strong compliance understanding
  • Maximizing Profitability
  • Strategic thinker
  • Organization
  • Financial advisement
  • Financial services
Work History
Anti Money Laundering Compliance Analyst, 04/2022 - Current
Ameris Bancorp Alpharetta, GA,
  • Identified threats, vulnerabilities and suspicious behavior patterns to recommend mitigation measures.
  • Documented research findings to support risk-based decision-making and resolution to escalated fraud incidents.
  • Read fraud and security risk management-related articles and white papers and took part in webinars to keep abreast of changes in fraud and security landscape.
  • Prepared reports of investigation in accordance with guidelines and instructions.
  • Authored thorough reports detailing results of investigations.
  • Assisted with collecting and developing information from variety of sources.
  • Traced and identified illicit proceeds deposited into financial institutions by analyzing financial documents.
Personal Banker II, 11/2020 - Current
Bridgestone Corporation Tulsa, OK,
  • Analyzed financial statements, bank records, and databases to identify fraud and/or suspicious activities.
  • Reviewed accounts and followed risk management policies to mitigate bank losses.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Developed customized solutions of deposit, lending, and other products for personal and business accounts.
  • Helped clients protect assets through variety of strategies.
  • Supervised branch operations and utilized up-to-date information to make effective decisions governing bank operations.
  • Tailored processes to maximize performance, efficiency and compliance.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Worked closely with management to strategize sales techniques to maximize branch production and customer service.
  • Networked to increase client base and provided financial advice leading to the expansion of financial portfolios.
  • Approached prospective clients through cold calling, emails, and follow-up plans.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow, and other financial information.
  • Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment).
Store Manager, 05/2015 - 11/2020
Company Name City, State,
  • Devised, deployed, and monitored processes to boost long-term business success and increase profit levels
  • Delivered positive results by controlling monthly operations budget and limiting financial discrepancies
  • Set, enforced and optimized internal policies and inventory levels to maintain efficiency and responsiveness to demands
  • Built, oversaw, and trained a talented and valuable team of employees through outstanding mentoring, coaching and teaching
  • Focused on goal achievement, customer service improvements, and capitalizing on emerging trends which created a culture of efficiency and performance
  • Proactively identified performance gaps among associates to increase efficiency to maintain productivity targets
  • Created schedules according to sales volume and number of employees.
  • Coordinated weekly conferences with store associates to communicate sales and customer service goals, and new processes
Bachelor of Science: Business Intelligence And Analytics, Expected in
Tennessee Technological University - Cookeville, TN
Status -
Associate of Science: Business Administration, Expected in 08/2021
Nashville State Community College - Nashville, TN
Status -
  • Graduated with 3.8 GPA (Cum Laude)
  • Dean's List each semester (2019-2021)

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Resume Overview

School Attended

  • Tennessee Technological University
  • Nashville State Community College

Job Titles Held:

  • Anti Money Laundering Compliance Analyst
  • Personal Banker II
  • Store Manager


  • Bachelor of Science
  • Associate of Science

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