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PREMIER BANKER Resume Example

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PREMIER BANKER
Professional Summary
Skills
  • Sales / Operations Management
  • Compliance
  • Business Development
  • Coaching and Mentoring
  • Commercial Lending
  • Mortgage & Real Estate Lending
  • Treasury Management
  • Merchant Services and Payroll
  • Process implementation
  • Team leadership
  • Pricing tool development
  • Staff development
  • Extremely organized
  • Public speaking
  • Self-motivated
  • Client assessment and analysis
  • Conflict resolution
  • Risk management processes and analysis
  • Detail-oriented
  • Strong interpersonal skills
  • Sales reporting
  • Goal-oriented
  • Positive and upbeat
  • Empowers high-performing sales teams
  • B to B sales
  • Strategic account development
  • Relationship building
  • Review of contracts
  • Business development
  • Proficiency with CRM systems
  • Management collaboration
  • Client development
Work History
PREMIER BANKER, 10/2017 to Current
Company Name
  • Managing a book of business of clients with a minimum balance of five hundred thousand.
  • Daily support of operational excellence i.e.
  • Atm servicing, night drop, teller work and document review.
  • Cash counts, review of account deposits, placing holds and rejecting altered checks and out of the ordinary deposits.
  • Referral clients to mortgage and merchant services.
SMALL BUSINESS CONSULTANT, 11/2014 to 01/2017
Company Name
  • Utilizing bank tools to cultivate client retention and earn additional market share.
  • Experienced in building and maintaining relationships with prospects, COI's and partners.
  • Excellence in direct sourcing and prospecting new clients.
  • Dynamic leader with constructive ability to build relationships with leadership and upper management.
  • Routines: Nightly call preparation, daily cold/warm calling on targeted industries, daily coaching of bankers, weekly client visits with partners, weekly partner meetings and monthly sales team meetings.
REGIONAL ACCOUNT EXECUTIVE, 12/2013 to 06/2014
  • Coaching and training partner banks employees.
  • Warm calling with Relationship Managers and business development officers to uncover opportunities.
  • Canvassing 9 areas around my bank territories: Woodland Hills, Encino, Newport Beach, Industry, Glendale, Beverly Hills, Torrance, Downtown Los Angeles and Little Tokyo.
DIRECTOR OF NATIONAL SALES, 02/2012 to 12/2013
Company Name
  • Weekly executive team meeting to discuss monthly goal tracking, correction in sales strategies and month sales projections.
  • Meeting with Marketing and Development department to guide production of marketing materials and new product roll-out.
  • Approve below standard pricing and terminal placements.
  • Ensure profitability on each merchant deal, report tracking to President and Director of Field Operations.
  • Daily team meeting meetings to review strategies, team coaching event every Wednesday on various topics including cold calling.
ASSISTANT BANKING CENTER MANAGER, 10/2011 to 02/2012
Company Name – City, State
  • Ensuring the highest level of customer service to each and every client.
  • Know and understand our clients' needs and wants to bank and enhance the client experience.
  • Ongoing teller coaching to look for x-sell opportunities: Heloc, Mortgage, checking, credit cards etc.
  • Developing banker and teller product knowledge from resources provided by the bank and ideas shared from each other; best practices.
  • Fraud prevention and detection both internal and external/Policies and Procedures/ P&L Management/Audit ready and systems.
  • Cash counts, review of account deposits, placing holds and rejecting altered checks and out of the ordinary deposits.
  • Control/Security binder updated and organized: weekly, monthly and quarterly.
  • Ensuring the Banking Center does not exceed its annual expense allocation.
  • Safe deposit box and business documents are accurate.
  • Updated brochures and FDIC signs to stay in compliance.
BUSINESS BANKER, 10/2010 to 10/2011
Company Name – City, State
  • Daily cold/warm calling to build book of business.
  • Proactive with daily teller training to help achieve sales goals.
  • Assisting assistant manager with morning huddles.
  • Working closely with the personal bankers to identify additional products and services such as mortgage.
BUSINESS BANKER, 11/2006 to 10/2010
Company Name – City, State
  • Achieved personal sales goals as well as the store goals.
  • Generate sales through prospecting, cold/warm calls.
  • Work closely with clients to identify their needs and provide solutions to help their business succeed.
  • Interface with commercial business, merchant services, insurance and investment partners to ensure ongoing communication with regard to existing and future customer needs.
  • Relationship and credit strategies that are aligned with the bank business plan to achieve desired revenue.
  • Setting teller and banker expectation daily.
  • Overseeing banker customer interactions; providing feedback to the banker to improve customer experience and ensure the sales process.
Education
B.A: Business Administration, Current
University of Phoenix
2018
Notary Public
Certified Cisco Network Associate Completed in: 2003
A+ Certification Completed in: 2003
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Resume Overview

School Attended

  • University of Phoenix
  • Notary Public

Job Titles Held:

  • PREMIER BANKER
  • SMALL BUSINESS CONSULTANT
  • REGIONAL ACCOUNT EXECUTIVE
  • DIRECTOR OF NATIONAL SALES
  • ASSISTANT BANKING CENTER MANAGER
  • BUSINESS BANKER

Degrees

  • B.A : Business Administration , Current
    2018
    Certified Cisco Network Associate Completed in : 2003
    A+ Certification Completed in : 2003

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