(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

  • 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
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.

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy


Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score
could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


resume Strength

  • Length
  • Measurable Results
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended

  • State College of Florida, Manatee-Sarasota

Job Titles Held:

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


  • Associate of Arts

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in: