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senior vice president senior private banker resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Professional Summary
Accomplished Bank Professional with a 33 year Banking career.  As a Senior Vice President and Senior Private Banker, skilled at informing clients about banking/credit products and services and recommending the best options to meet their needs, while providing the utmost care in client relations.  Excellent interpersonal skills. 
Skills
  • Sales professional
  • Goal-oriented
  • Self-sufficient
  • Highly proficient in custom loan programs
  • Management Experience
  • 33 year Banking Career centered in credit, management, and sales culture
  • General Background in mutual funds, stocks, bonds and investments
  • Team player
  • Strong team-builder
  • Excellent resource for all Banking, Credit needs given extensive career centered in the financial services industry
Work History
Senior Vice President/Senior Private Banker, 02/2002 to Current
Tk ElevatorLatham, NY,
  • Manage large, well-established portfolio of High Net Worth individuals, trusts, and businesses with Loan commitments in excess of $200MM and Deposit portfolio exceeding $125MM. 
  • Originated, reviewed, processed, closed and administered customer loan proposals centered on advanced lending programs including: Aircraft Lending; Commercial Real Estate Lending; Marketable Securities Secured Lending; Letter of Credit Programs, Residential Lending Programs, etc. 
  • Served as liaison between The Private Bank and the Wells Fargo Advisor's Private Client Group (PCG) for the past 5 years with loan sales in excess of $40MM and $30MM currently in process.
  • Relationship Manager for Affluent Client Base centered on advanced Wealth Planning.  Introduction to resources and services as a member of The Private Bank.
  • Consistently received superior customer service satisfaction scores
  • Qualified for Concord Elite twice, with revenue in excess of $1.2MM in 2015.
  • Consistently received recognition for Private Banker of the Year.  Promoted to Senior Private Banker in 2009 and Senior Vice President in 2010.
Premier Banking Client Manager, 07/1999 to 2002
Simmons BankWentzville, MO,
  • Managed large, well established portfolio of High Value Client relationships.  Emphasis in providing Credit, Wealth Management, and Financial Planning Options.
  • Reviewed loan agreements to ensure accuracy.
  • Submitted loan applications to loan underwriter for verification and recommendation.
Premier Bank Manager, 06/1996 to 07/1999
Wells Fargo Bank/First Interstate BankCity, STATE,
  • Managed High Value Client Relationships focused on customer service, credit needs, and growing the client base.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Developed prospects for new loans and Bank products by performing cold calls weekly.
Branch Manager, 02/1992 to 06/1996
First Interstate BankCity, STATE,
  • Managed all branch activities, including Budget Preparation; Overdraft and Loss Exposure; Employee Retention and Growth; Overall Branch Growth
  • Increased new bank relationships within the local community by executing quarterly promotions.
  • Supervised staff of 20; consisting of tellers, customer service representatives, personal bankers, loan officers, and operation officers.
  • Created strategies to develop and expand existing customer sales, which resulted in consistent increase in annual sales.
  • Enhanced growth of existing client base and developed new business prospects with consistent networking and sales programs. 
Commercial Loan Officer/Assistant Branch Manager, 09/1987 to 02/1992
First Interstate BankCity, STATE,
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Maintained and grew extensive and diversified commercial and consumer loan portfolio.
  • Developed strong loan underwriting and cash flow analysis skills.
  • Established Officer Calling Program to grow branch customer base.
  • Merchant Credit Officer
  • Chairperson for coordinating area sales meetings.
  • Strong Management Experience with Staff with emphasis in sales and marketing programs.
Personal Banker/Teller, 07/1983 to 09/1987
First Interstate BankCity, STATE,
  • Responsible for opening new deposit relationships.
  • Provided service to existing clients.
  • Obtained extensive knowledge of Bank products and services
  • Maintained excellent ratios in cross-sell and referral programs.
  • Responsible for receiving and credit cash and non-cash transactions. 
  • Excellent balancing record required and maintained. 
Education
Private Banking University Graduate Program : , Expected in 2011 to Wells Fargo - ,
GPA:
Series 7: , Expected in 2003 to Securities License - ,
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Life/Health: , Expected in 2001 to Life Insurance License - ,
GPA:
Exemplary Credit Program Graduate: , Expected in 1992 to First Interstate Bank - ,
GPA:
Accelerated Credit Analysis Graduate: , Expected in 1990 to First Interstate Bank - ,
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General Banking Diploma: , Expected in 1987 to American Institute of Banking (AIB) - ,
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Undergraduate Student from 1982-1983: , Expected in to Brigham Young University - Provo, Utah
GPA:

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Resume Overview

School Attended

  • Wells Fargo
  • Securities License
  • Life Insurance License
  • First Interstate Bank
  • First Interstate Bank
  • American Institute of Banking (AIB)
  • Brigham Young University

Job Titles Held:

  • Senior Vice President/Senior Private Banker
  • Premier Banking Client Manager
  • Premier Bank Manager
  • Branch Manager
  • Commercial Loan Officer/Assistant Branch Manager
  • Personal Banker/Teller

Degrees

  • Private Banking University Graduate Program
  • Series 7
  • Life/Health
  • Exemplary Credit Program Graduate
  • Accelerated Credit Analysis Graduate
  • General Banking Diploma
  • Undergraduate Student from 1982-1983

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