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Small Business Banker Resume Example

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SMALL BUSINESS BANKER
Summary

Dynamic and reliable Small Business Banker with 8 years of retail banking, customer service and consulting experience. I have an extensive career in financial services and a track record of driving sales and boosting company morale. Quick to adapt to any working environment and learn new skills.

Highlights
  • Financial analysis
  • Financial forecasting
  • Risk management expertise
  • Detail-oriented
  • Analytical
  • Client Acquisition
  • Strong Time Management and organizational skills
Experience
Small Business Banker
June 2014 to Current
City National Bank Of Florida - Miami Beach , FL

Developed a base of over 100 clients through networking and seminar marketing. Coordinated all efforts to offer and sell financial products and services (i.e. credit cards, CD's IRA's and loans) to small business owners. Advised clients on Small Business products that will maximize financial growth and provides clients with financial planning.

Personal Financial Specialist
June 2012 to July 2014
First National Bank Texas - Albuquerque , NM

Establish, develop and maintain long-term financial relationships with current and potential clients. Delivered informational sales presentations to potential investors to build symbiotic client relationships. Extensive knowledge with Mutual Funds, Money Market Savings, Bonds, Stocks, Trusts, IOLTA/Attorney Client Trust Accounts, Jackie Coogan Accounts, CUTMA and Court Blocked Accounts. Identify unique customer needs and recommend proactive long-term solutions based on their specific needs. Identify at risk customers who may be involved in fraudulent transactions or money laundering.

Senior Personal Banker
December 2006 to June 2012
Bank Of America - City , STATE

Coordinated all efforts to offer and sell financial products and services (i.e. credit cards, CD's IRA's and loans) to both consumer and small business owners. Experience with 1st Mortgage, Refinance, Home Equity Line of Credit, and Business Line of Credit applications as well as a myriad of financial services offered. Ensure that the banking center maintains corporate responsibility and meets both the spoken and unspoken business expectations of each client.

Education
CFP Certification : Financial Planning , 2012UCLA Extension - City, State, USA

Took courses to become a Certified Financial Planner at UCLA Extension.

Bachelor of Arts : Business Marketing , 2005Morehouse College - City, State, USA
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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:

76Average
Resume Strength
  • Formatting
  • Word choice
  • Measurable results
  • Strong summary
  • Clear contact info
  • Typos

Resume Overview

School Attended

  • UCLA Extension
  • Morehouse College

Job Titles Held:

  • Small Business Banker
  • Personal Financial Specialist
  • Senior Personal Banker

Degrees

  • CFP Certification : Financial Planning , 2012
    Bachelor of Arts : Business Marketing , 2005

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