premier banker resume example with 20+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
Strategy Development
Team Building Leadership
Coaching and Mentoring
Prioritizing and Planning
Interviewing and Hiring
Relationship Building
Banking Products and Service
Expert in Risk Management
Experience
10/2011 to CurrentPremier BankerBmo | Grand Rapids, MI,
Experience building successful relationships with High Net Worth clients and partners, implementing the team approach and driving for tailored solutions to address clients specific financial needs.
Ability to manage highly complex issues and negotiate solutions across business lines.
Strong relationship management, Leadership skills, Solid conflict management, negotiation and organizational effectiveness techniques Proactively acquire new High Net Worth consumer and business clients, and deepen existing relationships, through outreach and pre- planned appointments.
Ability to identify client needs and goals for business, mortgage, retirement and investment services, then partner closely with peers in Business Banking, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals.
Collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop a customized plan identifying products and services that will best meet client's financial needs and goals, including highly complex needs.
Review and analyze complex clients concerns.
Advise clients on various aspects of recommended and available financial options and services.
Escalate banking related issues or business risks that require an in- depth evaluation of multiple factors.
Ability to exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding services and products to meet changing circumstances.
Build relationships with branch colleagues, affluent clients, and partners to acquire, deepen, and retain relationships, and to also help clients succeed financially.
Analyze the portfolio of clients composition and schedule outreach activities for each client according to their contact preferences to ensure follow up with client's immediate and long term needs.
Maintain deep knowledge and understanding of credit and investment financial solutions and services.
Ability to quickly learn and apply significant business processes.
Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
01/2005 to 09/2011Branch ManagerNicolet National Bank | Algoma, WI,
Built, led, coached, retained and developed the branch team, focusing on customer experience and team member experience.
Developed the branch client strategy collaborating with partners and other lines of business focusing on client centric activities and the team approach.
Developed team members helping them to grow and achieve their career goals.
Contributed to the company growth creating custom loyalty and desire to do business with us.
Created an inclusive work environment, valuing diversity and providing opportunities for team members to contribute directly to the branch success and grow professionally.
Identify and recommend opportunities for individuals to efficiently improve process and risk control development for all functions in the retail banking branch
Make decisions and resolve issues regarding customer and team experience, risks, and growth of the retail banking team to meet regional banking business objectives
Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures
Collaborate and consult with peers and retail banking colleagues and leaders
Serve as a role model to deliver an exceptional customer experience and focus on building relationships
Engage customers to understand their financial needs, and work proactively to help customers succeed financially
Manage allocation of people and financial resources for Regional Banking
Mentor and guide talent development of direct reports and assist in hiring regional banking talent
01/2001 to 12/2004Licensed BankerWells Fargo | City, STATE,
Advised customers on bank products, services and financial planning options.
Assisted customers by answering banking questions and recommending solutions.
Met needs of high net worth individuals looking to manage at least $250,000.00 in assets.
Developed asset protection strategies for clients.
Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Maintained optimal financial controls by securing funds and making accurate transactions.
Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Education and Training
Expected in 05/1984 to to Bachelor of Science | GeographyUniversity of Bucharest, Bucharest, GPA:
Expected in 05/1984 to to Bachelor of Arts | English Language And LiteratureUniversity of Bucharest, Bucharest, GPA:
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