Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary

Highly motivated, Financial Services professional with experience building long lasting client relationships. Detail-oriented quick learner with the ability to analyze data, interpret results and provide actionable insights based on thorough research and collaboration amongst team members. Viewed as a trusted partner, delivering a best-in-class customer experience while working in fast-paced demanding environments.

Highly skilled in:
Leadership | Relationship Management | Investment Advisory | New Business Development Communication Skills | Investment Strategy | Financial Products

Skills
  • Effective conflict resolution -
  • KYC Due Diligence Process
  • AML
  • Extensive experience in banking and retail customer service provision
  • Strong familiarity in several retail banking credit options
  • Excellent expertise in customer consumer loan types -
  • High proficiency in various cash handling processes
  • Exceptional abilities in loan origination and processing
  • Sound skills in assisting loan and credit department
  • Outstanding written and oral communication skills
Education
State College of Florida, Manatee-Sarasota Bradenton, FL Expected in 05/2017 Associate of Arts : Business Administration And Management - GPA :
Work History
M&T Bank - Senior Relationship Banker
Mechanicsburg, PA, 12/2019 - Current
  • Exceeded quarterly sales expectations by successfully securing additional client revenue through offering appropriate bank products and services resulting in 160% productivity level.
  • Partnered with Investment, Business and Mortgage specialists to identify opportunities and strengthen client relationship.
  • Regularly engaged branch clientele in order to manage various servicing requests and resolve dispute.
  • Utilized Book of business to generate leads.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Helped clients protect assets through variety of strategies.
Wells Fargo - Personal Banker
Kenmore, WA, 07/2019 - Current

Identifying new prospects and cross-sell opportunities with current clients utilizing book of business to increase sales opportunities.

  • Transforming service transactions to sales opportunities according to customer needs.
  • Creating warm, welcoming and friendly environment for customers and employees.
  • Fostering teamwork to ensure positive overall customer experience.
  • Resolving customer complaints/issues promptly and effectively.
  • Managed Multiple task & projects deadline simultaneously.
  • Continually boosted branch production and revenue by 140% by consistently meeting all monthly and quarterly sales goals.
  • Maintained full responsibility for opening new customer accounts including checking, savings, and lines of credit.
  • Promptly researched and resolved customer issues .
  • Worked with business clients as well as specialists to optimize revenue potential.
  • Delivered informational sales presentations to potential customers while building client relationships.
  • Contributed and supported bank operations within a fast-paced environment.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Bbcn Bank - Universal Banker
Diamond Bar, CA, 12/2017 - Current
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Represented bank at community events to establish strong ties and promote business.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Consistently beating quarterly goals with always performing over 140% productivity level.
Pnc Financial Services Group - Branch Banker
Abilene, TX, 08/2016 - 12/2017
  • Helped customers prepare documents required to complete transactions and process requests.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Counted currency, coins and checks in cash drawer, night depository and ATM.
  • Prepared internal and regulatory financial reports, including balance sheets and income statements.
  • Kept up-to-date and accurate funding accounts for internal departments, key programs and special projects.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Managed over 30 customer calls while guaranteeing satisfied in branch client services.

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resume Strength

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Resume Overview

School Attended

  • State College of Florida, Manatee-Sarasota

Job Titles Held:

  • Senior Relationship Banker
  • Personal Banker
  • Universal Banker
  • Branch Banker

Degrees

  • Associate of Arts

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