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Private Banking Manager Resume Example

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PRIVATE BANKING MANAGER
Professional Summary
Experienced Private Banking Manager, highly detailed and results orientated banking professional with over 20 years in the sale of financial services and branch management, loan management and general banking operations. Skilled at informing clients about banking products and services and recommending the best options to meet their needs. Excellent interpersonal skills. Consistently meets bank and customer service standards. Successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management. Extensive knowledge of banking products and services, as well as business development and marketing skills. 
Skills
Excellent track record of achieving and exceeding targets.
Excellent communicator.
Highly developed relationship skills.
Highly knowledgeable of financial service products.
Growth objectives - new clients, income and funds.
Successful experience working closely with cross section of high net worth customers
Identify -take  ownership,investigate and resolve customer complaints.

    Mature and confident manner who can interact well with people of influence.
Work History
Private Banking Manager, 12/2006 to 01/2013
National Bank Of Arkansas – Marshfield , MO
    Proactively built and developed a portfolio of 'Affluent by Assets' clients providing a good range of advice on financial matters.
    Maximised the provision of cross sales opportunities for UK Private Banking Advice.
    Customer obsessive by exceeding customer's expectations through quality and timeliness of service and by providing an excellent customer experience.
    - Proactively build - Identify customer needs - Maximise the level of wealth management services and cross selling opportunities in a compliant manner.
     - Growth objectives - new clients,income and funds.
     - Identify - take ownership,investigate and resolve customer complaints.
     - Develop and maintain effective and productive working relationships with other parts of the group.
     - Add value to demonstrate complaint handle competence level 1 and designated complaint handler when required.
     - Responsibilities  - managing investment target for a group of branches in the West End of London. - Daily reporting of products / investments sold to the Regional Director.
  • Increased overall annual sales by 30% incorporating several quality process improvements within the branch.
  • Supportively directed a team of 6 Relationship Managers.
  • Developed and maintained relationships with local real estate agents.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Received Employee of the Quarter Service awards for 8 out of 12 consequtive quarters.
  • Created strategies to develop and expand existing customer sales, which resulted in 30% increase in annual sales.
  • Maintained confidentiality of bank records and client information.
Financial Planning Manager, 11/2002 to 11/2006
Wolters Kluwer – WY, State
Financial Planning for branch clients with assets / income to a level of #250,000.

Financial Consultant, 10/2000 to 10/2004
Aaa Southern New England – Gastonia , NC
Tied Agent 150 - 200 policies sold per annum.
Financial Planning Manager, 11/1990 to 02/1996
Fujifilm Diosynth Biotechnologies – Davenport
Independent Financial Consultant, 01/1989 to 10/1990
Ctbc Investments Company, Ltd – Edison , NJ
Education
Business Studies: Financial Services & Banking, 1978 Higher Nat. Cert. in Business Studies
Thurrock Technical College - City, State

Member of the Chartered Institute of Banking up to 1990.
​
Certificate of Financial Planning obtained in 1995 and currently accredited through the Personal Financial Society.

​
Continuing education in the Diploma of Financial Planning through the Personal Financial Society. 


Accomplishments
I have received a number of awards for high achievement in my professsion as a top performer, one of the most satisfying was being the person who sold the most Pension Plans in the United Kingdom for the Lloyds Banking Group for 2004.
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Resume Overview

School Attended

  • Thurrock Technical College

Job Titles Held:

  • Private Banking Manager
  • Financial Planning Manager
  • Financial Consultant
  • Independent Financial Consultant

Degrees

  • Business Studies : Financial Services & Banking , 1978 Higher Nat. Cert. in Business Studies

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