, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Develops and presents proposals, facilitates communication and multitasks in fast-paced environments.
NMLS and Notary Public licensed.
Skills
Strong Analytical and Problem Solving Skills
Customer service
Management skills
Building relationships
Communication skills
Customer Retention Strategies
Understanding Customer Needs
Building Customer Trust and Loyalty
Verbal and Written Communication
Issue and Complaint Resolution
Transaction Processing
Upbeat and Positive Personality
Efficient and Detail-Oriented
Experience
11/2019 to CurrentSenior Relationship BankerEast West Bancorp, Inc. | Pleasanton, CA,
Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines
Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering and selling products and services with a focus on developing,expanding and retaining relationships
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists
Participates fully in all components of the established Truist Retail
Community Bank Leadership Routines
Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning
Advises on consumer lending options and takes loan applications
Adheres to internal controls, operational procedures and risk management policies
Stays informed of all changes in policies and procedures to ensure compliance with current guidelines
Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs
Experience sourcing and prospecting for new clients and client relationship building
Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
09/2016 to 06/2019Loan OfficerBay Equity | Denver, CO,
The purpose of Loan Officer is to establish and maintainthe relationship between the bank and the customers by ensuring confidence vis-a-vis the bank in the long term
Identifies and selects potential clients according to criteria that define the desired profile of customers
Organizes and develops meeting with new clients in order to expand and improve the portfolio
Responsible for presenting the Bank to clients
Responsible for the maintenance and development of a quality portfolio contributing to the realization of the institutional objectives
Preparing financial analyses and support the proposal with the necessary required documents, propose credit limits and credit products
Participate at the dedicated credit committee for the own client's portfolio, contributing in the final decision as per proper level approval
Follows the financing process at all the stages.
10/2014 to 09/2016Joint TellerCredins Bank | City, STATE,
Assistance to private individuals and business clients, who were
client of Credins Bank, and making different kind of transactions
related to cash (deposit, withdrawal, national / international
transfer, loan etc)
Gives banking advises to clients in order to fulfil their needs in the
best way possible
Orientation of clients towards the use of electronic banking services
Education and Training
Expected in 09/2014Bachelor’s Degree | Bank ManagementAleksander Moisiu, Durres, GPA:
The Faculty of Integrated Studies with Practice
FASTIP was established as an innovative project in 2008 on a decision of the Council of Ministers "Decree on Opening at theUniversity "Aleksandër Moisiu" Durrës, the Faculty of Integrated
Studies with Practice (FASTIP) and on the manner of its operation for the provisional period").
Studies at FASTIP last three years. Each
semester is made up of six theoretical modules covered within a two- or three-week teaching sequence in English language by national and international Guest Lecturers. Students' practice
period of fourteen weeks/semester is carried out in close cooperation with FASTIP, Banks and Enterprises. FASTIP is an external faculty in which English is the language studies, a
partnership with banks and companies in Albania.
Knowledge of economics, with its legal and social content.
The definition of the main schools of economy, and their adaptation to the Albanian reality
Studies of finance accounting, cost accounting, management accounting and public accounting
Main thesis in informal economy in Albania.
Advanced studies of cost and finance accounting
Identifying the positive and negative aspects of government central and central government fiscal decisions, according to their monthly
reporting
Full Scholarship program
Additional Information
FASTIP was established as an innovative project in 2008 on a
decision of the Council of Ministers "Decree on Opening at the
University "Aleksandër Moisiu" Durrës, the Faculty of Integrated
Studies with Practice (FASTIP) and on the manner of its operation
for the provisional period"). Studies at FASTIP last three years. Each
semester is made up of six theoretical modules covered within a
two- or three-weekteaching sequence in English language by
national and international Guest Lecturers. Students' practice
period of fourteen weeks/semester is carried out in close
cooperation with FASTIP, Banks and Enterprises.FASTIP is an
external faculty in which English is the language studies, a
partnership with banks and companies in Albania.
Knowledge of economics, with its legal and social content.
The definition of the main schools of economy, and their adaptation
to the Albanian reality
Studies of finance accounting, cost accounting, management
accounting and public accounting
Main thesis in informal economy in Albania
Advanced studies of cost and finance accounting
Identifying the positive and negative aspects of government central
and central government fiscal decisions, according to their monthly
reporting
COMMUNICATION
Confidence- People shouldn’t just believein what you’resaying,
they should believe that you believe what you’re saying, always
confident in whatever I communicate as I'm always prepared.
Listening- Very important part for communication, won’t be
able to comprehend what’s being asked of them, much less get
it done.
Building Trust- Alwas transparent, honest and I don’t promise
thing that I can not deliver.
Constructive Feedback- What I mean here is that an ideal
work environment for everyone is where people feel
comfortable giving and receiving criticism and comments.
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