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Universal Personal Banker Resume Example

Resume Score: 90%

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UNIVERSAL PERSONAL BANKER
Summary

A well presented, industrious and highly personable individual who has extensive in-depth experience of the entire banking industry. Possessing a huge range of abilities from providing support and leadership to junior staff right through to being able to successfully sell the products of a bank. Able to gain the trust of customers by interacting with people from all backgrounds. Also having a proven record of contributing to the profitability of previous employers by generating income and revenue growth. Kenneth is now looking forward to a making a significant contribution to a financial institution that offers a genuine opportunity for progression.

Education
Associate of Arts : Liberal Arts , 2010Community College of Philadelphia - Philadelphia, PA
Accomplishments
  • Since starting my employment in the banking industry I have been the number one banker in every branch i have worked in.
  • Within the top ten in my region.
  • Quarter 1, 2, 3, & 4 MVP Excellence Award.
  • Top performer's award quarter 4.
  • Quarter 4 green audit award.
  • 150% of total goal award Quarter 3, & 4.
Experience
Universal Personal Banker
October 2012 to Current
Citizens Bank - Philadelphia, PA
  • Opening accounts such as check, savings, CD's and Money Markets.
  • Process wire transfers.
  • Guide customers through Mortgage applications, and various equity products such as Home Equity Lines of credit, Home Loans, and Secured/Unsecured personal loans.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Meet branch and personal quarter goals.
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.Implemented financial planning recommendations.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Increased overall annual branch sales by 147%
  • Received superior customer service satisfaction scores for 4 consecutive quarters.
  • Maintained confidentiality of bank records and client information.
  • Created strategies to develop and expand existing customer sales, which resulted in a 30% increase in annual sales.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Opened and closed the store, which included counting cash drawers and making bank deposits.
  • Helped customers select products that best fit their personal needs.
Financial Services Consultant
June 2010 to August 2012
PNC Bank - Philadelphia, PA
  • Maintained a 100% client retention rate by suggesting strategic investment plans based on fixed income and equity investing report evaluations.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.Developed a base of 50 clients through networking and seminar marketing.
  • Received an internal audit score of 100%.
  • Educated customers on the variety of loan products and available credit options.
  • Provided financial analysis reports of commercial real estate, borrower's financial statements, lease reviews and market research.Exceeded quarterly sales goals by 150%Answered customers' questions and addressed problems and complaints in person and via phone.
  • Opened and closed the store, which included counting cash drawers and making bank deposits.
  • Provided expert financial advice on mortgage, educational and personal loans.
  • Helped customers select products that best fit their personal needs.
  • Educated customers on product and service offerings.
  • Offered exceptional customer service to differentiate and promote the company brand.
Finance department intern
September 2006 to March 2007
Landmark Education Corporation - Philadelphia, PA
  • Met weekly financial statistics through conducting payments and wire transactions for courses.
  • Typed up weekly sales reports and transactions, answered cost inquires over the phone, conducted direct phone sales.
  • Filed reports for the managing finance leads.
  • Participated in collection calls creating payment plans and other payment solutions.
Skills
  • Exceptional listener and communicator who effectively conveys information verbally and in writing.
  • Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes.
  • Computer-literate performer with extensive software proficiency covering wide variety of applications.
  • Flexible team player who thrives in environments requiring ability to effectively prioritize and juggle multiple concurrent projects.
  • Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coaches employees to meet high performance standards.
  • Results-driven achiever with exemplary planning and organizational skills, along with a high degree of detail orientation.
  • Innovative problem-solver who can generate workable solutions and resolve complaints.
  • Resourceful team player who excels at building trusting relationships with customers and colleagues.

Certifications

Safe Act of 2008 Certification

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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.

Resume Overview

Companies Worked For:

  • Citizens Bank
  • PNC Bank
  • Landmark Education Corporation

School Attended

  • Community College of Philadelphia

Job Titles Held:

  • Universal Personal Banker
  • Financial Services Consultant
  • Finance department intern

Degrees

  • Associate of Arts : Liberal Arts , 2010

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