Money Street, My Town, USA

517-555-5000

[email protected]

Profile Summary

• Experienced professional with a successful career in banking, business development, and administration.
• Excel at interfacing with others at all levels to ensure organizational goals are attained.
• Proactive approach has resulted in capturing numerous accounts and expanding client base.
• Possess excellent interpersonal, analytical, and organizational skills.
• Excel within highly competitive environments where leadership skills are the keys to success.
• A Personal Banker with the skills necessary to direct, train, and motivate staff to its fullest potential.

Banking Employment

Personal Banker

• High-profile position accountable for soliciting business accounts and developing strategic alliances with clientele.
• Develop tactics to increase assets and profitability within a territory consisting of six franchises throughout The County, USA.
• Devise and implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth.
• Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.
• Cross-sell banking services and products to clientele.
• Participate in community events to position the bank as a leader within the territory.
  • Generated more than $100,000 in revenue and fee income within a 4-month period.
  • Developed a strategic marketing campaign targeting accountants, attorneys, and medical professionals which has generated substantial referrals.

Highlights:

Assistant Personal Banker

• Directed daily operations for a retail bank, including branch sales, business development, customer service, and credit analysis.
• Managed a staff of 15 customer service representatives and tellers.
• Analyzed financial statements and pertinent information to determine creditworthiness of prospective customers.
• Counseled corporate clients and high net-worth individuals with regard to their borrowing needs.

Education

Bachelor of Arts in Social Science

University of banking, USA

Certifications