Premier Banker resume example with 10+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -

Sharp banking professional whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base.

  • Excellent time management skills
  • Excels in team leadership
  • Strong interpersonal skills
  • Excellent communication skills
04/2017 to 01/2020
Senior Consumer Lending Specialist Truist Financial Corporation Blue Ball, PA,

Received, processed, and evaluated member loan requests via all delivery channels currently available. Served as a source of information for loan decisions, membership eligibility and requirements, member inquiries and Credit Union products and services. Was responsible for processing, following up, and funding loans.

05/2012 to 07/2016
Premier Banker First Citizens Bank Huntersville, NC,

Performed a variety of sales and service activities to all customers including Business Banking with the primary focus on Advance and Premier customers. Proactively developed new client business through team portfolio management, which included solicitation of client referrals and promotion of products and services. Ensured compliance, operational and system controls in accordance with regulatory standards and government regulations.

07/2010 to 05/2012
Business Banking Specialist Ameris Bancorp Fayetteville, GA,

Opened new Business customer accounts, including checking, savings and lines of credit. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans. Assisted senior-level credit officers in developing business loan applications. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

01/2009 to 07/2010
Personal Banker WELLS FARGO BANK City, STATE,

Managed customer portfolio, servicing relationships and cross-selling all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Used profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer.

Expected in 2003

NMLS Certified

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Job Titles Held:

  • Senior Consumer Lending Specialist
  • Premier Banker
  • Business Banking Specialist
  • Personal Banker


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