Premier Banker Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Highly motivated financial professional with over 10 years of banking and financial service experience with the ability to identify opportunities to acquire new business and successfully grow and manage a current portfolio of affluent, high value clients with over $250,000 in bank assets. Proven track record of success in providing and developing customized financial strategies that deepen customer relationships through a holistic management approach. Familiar with diverse banking and investment products and excels in delivering customer service.

  • FINRA Series 6, 7, 63, 65, Licensed Insurance Professional
  • Safe Registered NMLSR ID: 536730, NC Notary
  • Medallion Signature Guarantee Certified
  • Conducting In-depth client needs assessments
  • Providing professional financial guidance and service
  • Creating exceptional customer service
  • Generating client acquisition/ revenue
  • Developing cross selling opportunities
  • Possessing excellent communication skills
  • Successful at building customer loyalty
  • High standard of ethics and integrity
  • Loss prevention
  • Risk management
  • Small business financial advocate
  • Committed team player
Work History
02/2018 to Current Premier Banker Wells Fargo | Fort Morgan, CO,
  • Actively manages a portfolio of high net worth clients and business clients with bank assets exceeding $250,000.
  • Responsible for conducting in depth, holistic financial need's assessments to deepen relationships of our most valued client base and seek to attain new business with proactive, disciplined outreach through lead sources, referrals, and centers-of-influence.
  • Partners with our wealth team at Wells Fargo Advisors to create and foster long term, loyal customers by providing relevant solutions to retirement planning, business succession planning, and investment planning.
  • Specializes in assisting affluent clients and affluent business clients with debt management by leveraging home equity and business equity for debt consolidation and capital preservation. Exceeded loan targets the last 3 quarters.
  • Due to lengthy Real Estate career background, selected by management to mentor current branch team on how best to assist and position the benefits of home equity products and services.
  • Selected management to mentor current branch team regarding Trusts, Estates, Powers of Attorney accounts, and deceased processing.
11/2013 to 01/2018 Licensed Personal Banker First National Bank | Olathe, KS,
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • For the last 5 quarters in position: 1.) Averaged each quarter 154% to goal on bank solution goals. 2.) Averaged each quarter 106% to goal on daily profit proxy. 3.) Averaged each quarter 207% to goal on quarterly partner referral goals.
  • Highlighted values and educated clients on home equity loans and lines of credit, small business loans and SBA loans and Traditional Bank IRA and Roth Bank IRA financial products.
  • Medallion Certified. Was responsible to adhere to strict guidelines and protocols when assisting clients who needed Medallion Support.
  • Entrusted by branch and division management to mentor new banker hires and new CSSR hires.
12/2009 to 11/2013 Personal Banker II Ameris Bancorp | Canton, GA,
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
03/2005 to 09/2009 Community Sales Manager, Real Estate Broker, CSP Eastwood Homes | City, STATE,
  • Guided potential home buyers through step-by-step process of purchasing new home.
  • Managed marketed image of developing properties to appeal to wide range of potential home buyers through innovative marketing strategies and sales campaigns.
  • As Community Sales Manager in 2009 (Cheslyn Community) selected to rollout and sell new and and untested home plans and styles which was the highest priced product in Eastwood Homes' Triad Division's history. As a result of sales success and technical feedback, led company in rolling out new product with improvements to all but 3 of Eastwood's other Triad communities.
  • Represented 2 communities over 4 years to prospective buyers during all phases of construction. Assisted them with mortgage pre-qualification process.
  • Sold record 17 homes in one month. Consequently, awarded 'Community Sales Manager of the Month' 12 Jessicaes during employment with Eastwood Homes.
  • **Will provide more previous work history as requested**
Expected in 06/1993 Bachelor of Arts | Psychology UNC- Chapel Hill, Chapel Hill, NC, GPA:
Expected in Certified Sales Professional | Sales Development Training Sandler Sales Institute, Greensboro, NC, GPA:
  • Professional development completed in Sales and Customer Service
  • Sales leadership training
Expected in Graduate | Interpersonal Leadership Skills Dale Carnegie Training of Central North Carolina, Greensboro, NC GPA:
  • Interpersonal relationships skills training
  • Sales presentation training
  • Coursework in effective public speaking, professional networking, and team building

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Resume Strength

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Resume Overview

School Attended
  • UNC- Chapel Hill
  • Sandler Sales Institute
  • Dale Carnegie Training of Central North Carolina
Job Titles Held:
  • Premier Banker
  • Licensed Personal Banker
  • Personal Banker II
  • Community Sales Manager, Real Estate Broker, CSP
  • Bachelor of Arts
  • Certified Sales Professional
  • Graduate