senior vice president sr private banker resume example with 13+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :

I am a financial professional with 13 years of experience helping private & global banks improve processes, grow their client base, train team members, & increase revenue. Seeking a new career opportunity with a team that will leverage my business development expertise & ability to build lasting relationships to drive client engagement & enhance returns.

  • Industry knowledge
  • Team coordination
  • Project management
  • Financial analysis and risk assessment
Senior Vice President | Account Executive, 04/2022 to Current
Citi Private BankCity, STATE,
  • Grew territory ($72M in self-sourced sales in first 6 months) in CA, Mexico, Idaho, Utah, Colorado
  • Expert in generating leads and building relationships with ultra high-net worth families, middle-market, and publicly traded companies
  • Converted prospects into long-term relationships through consultative approach and recommended new products/services
  • Served as primary point of contact, conducted discovery meetings to understand clients' priorities and objectives
  • Strong analytical skills and ability to build and present convincing, data-driven proposals
  • Led cross-functional teams through complex deal structures
Vice President | Account Executive, 05/2016 to 04/2022
California Bank & TrustCity, STATE,
  • Skilled in generating leads, managing large territories, launching new products and software.
  • Served as the main point of contact for clients, managing their evolving objectives.
  • Led a team of 4 sales reps and achieved $3 million in annual recurring revenue within 24 months through the implementation of effective sales and marketing strategies.
  • Successfully grew and managed a private portfolio of over $400 million, delivering strong returns through active portfolio management.
  • Expert in recommending software, products, and services that align with clients' needs.
  • Experienced in leading cross-functional teams and managing complex sales cycles.
  • Proven track record of success as a top producer, achieving 250%-300% of revenue goal year-over-year.
  • Trained over 200 team members and actively attended industry conferences to promote brand and build relationships.
Business Development Officer, 09/2009 to 05/2016
Wells FargoCity, STATE,
  • Made over 100 cold calls per day and generated leads through market research, strategic alliances and door to door sales.
  • Recognized as a top performer in California.
  • Implemented effective onboarding strategies to retain clients.
  • Advised clients on appropriate product and service options.
  • Analyzed financials and credit to assess risk and determine eligibility.
  • Collaborated with multiple departments to solve cross-functional problems and leverage solutions.
Bachelor of Arts: Business & Corporate Organizational Leadership, Expected in to Point Loma Nazarene University - San Diego,
  • Technology Champion Award
  • Presidents Club Winner- Top Producer
  • Shinning Star -Top Producer
  • All Star Winner- Colleague nomination
  • Connect San Diego Guest Speaker- Elevating entrepreneurs
  • Youth engagement and financial literacy mentor
  • Competitive sailor of The San Diego Yacht Club
  • Series 63
  • Series 6

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Resume Overview

School Attended

  • Point Loma Nazarene University

Job Titles Held:

  • Senior Vice President | Account Executive
  • Vice President | Account Executive
  • Business Development Officer


  • Bachelor of Arts

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