Bank Officer Resume Samples

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Bank Officers are responsible for overseeing the activities of the branch on a day to day basis, working with tellers and loan officers to assist present and potential customers of the bank. Sample resumes of Bank Officers list such skills as delegating, supervising and analyzing bank branch activity to maintain standards, and coaching and developing staff to achieve quarterly sales targets. Bachelor's degrees in the fields of accounting, business administration, or finance are standard fare on Bank Officers' resumes, along with prior experience of at least five years in a related field.

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1

Senior Licensed Bank Officer

Proactively met with over 4,000 clients to analyze their income, expenses, insurance, financial objectives, and other information to create and recommend a financial plan.

  • Designated to coach, train and support team of 5 bankers, and assigned as district mentor for 16 incoming bankers.
  • Lead weekly assessment meetings for 20 branch personnel. Assist auditors as required.
  • Coordinated bi-weekly new hire orientation sessions for 250-300 employees with major companies such as Exxon Mobil.
  • Maintained Life & Health (expired), Series 6 (expired) and Series 63 (expired) licenses.
  • Generated over $15M in new client relationship and asset growth, recognized as a district leader in 2009.
  • Created an original and effective debit card presentation script that was utilized in the district by over 85 bankers in 2008.
Candidate Info
8
years in
workforce
3
years
at this job
BS
Marketing
2

Banking Office Manager/bank Officer

Increased branch core balance from $34 Million to $46 Million

  • Managed a sales team of 9 employees to bank's highest cross-sell ratio
  • Served as a Business Development Officer for the district (6 offices)
  • Managed a Conversion Specialist team during the merger
  • Received the annual "Legendary Customer Service" award
Candidate Info
8
years in
workforce
3
years
at this job
BS
Business
3

Bank Officer/financial Analyst

  • Compiled and analyzed monthly, quarterly, and annual financial reports for store network of 500+ locations. Investigated and resolved budget variances
  • Developed numerous financial controls to evaluate and report on expense accounts
  • Collected historical data and prepared reports to develop actual expense trends, expense forecast, and action items for department managers
  • Prepared cost analyses for items including hours of operation, equipment/capital purchases, and promotional items
  • Facilitated budget process for expanding store network meeting deadlines and financial objectives, formulated budgets for various non-controllable expenses, and created De Novo templates for new stores/markets
  • Played integral role in developing methods to monitor store staffing needs (6000+ positions) and forecasted future requirements
  • Booked and reconciled monthly accruals
  • Detailed knowledge of various store network expense accounts and store products
Candidate Info
4
years in
workforce
4
years
at this job
BA
Economics
MA
Finance
4

Branch Manager/bank Officer

Functioned as direct supervisor over Customer Service Representatives and Tellers

  • Engaged in business development and customer relationship activities within the branch market
  • Oversaw daily operation of branch to ensure standard operation procedures were followed
  • Interviewed, hired, and trained employees
  • Responsible for overall branch security and adherence to policies
  • Exercised discretion and judgment in the performance of other essential job functions
Candidate Info
3
years in
workforce
1
year
at this job
BA
Bachelor of Arts
5

Branch Manager, Bank Officer

  • Managed a staff of 21 to become the leading branch in Retail Sales in the Philadelphia Marketplace.
  • Received the Retail Financial Services award for Leadership in May 2000
  • Mellon Bank was acquired by Citizens Bank in July 2002
Candidate Info
19
years in
workforce
4
years
at this job
HS
Business
6

Bank Officer, Field Examiner Unit/ Leveraged Finance

Field Examiner, Field Examiner Unit/ Leveraged Finance

  • Auditing companies: primarily manufacturing and distribution firms with multiple locations and sales of $7mm-100mm
  • Involved in prospect surveys evaluating the financial, managerial, and operational capabilities of companies seeking financing
  • Performing in-depth examinations for existing accounts including analysis of: A/R, A/P, inventory, cash, and financials
  • Preparing written commentary and detailed reports that include strengths and weaknesses of client company for review by portfolio manager
Candidate Info
5
years in
workforce
3
years
at this job
BS
Business Administration With A Concentration
7

Risk Project Manager/senior Bank Officer

Managed and led the research and implementation of major initiatives defined by Senior Management.

  • Developed training packages and was responsible for training staff.
  • I managed credit analyst and the staff responsible for credit card line increases and reinstatement in adherence to Fair Lending regulations.
  • Assigned $50,000 (unsecured) lending authority, in addition to override authority.
  • Assisted in strategic plan developments, coordination and evaluation of internal and external client requirements and provided internal customer consulting.
  • I responded to internal and external audit reports.
  • I was the designated Customer Service Liaison, responsible for interaction with the Collection, Risk Management and Legal Department.
Candidate Info
18
years in
workforce
18
years
at this job
8

Network Systems Analyst Staff Specialist/bank Officer

Messaging Administrator/Architect -Novell GroupWise 5,6, 7, MS Exchange 2010, Blackberry 4/5, SMTP/POP/SOAP/IMAP/MAPI application integration. EMC SourceOne, CA Message Manager E-mail compliance/archival systems (SEC/NASD/FINRA/HIPPA/SOX compliant), Lyris ListManager bulk message systems, Cisco Ironport email encryption appliances.

  • Troubleshooting advanced message routing issues using Ironport trace and MS Forefront for Exchange email utilities.
  • Blackberry advanced design and administration. Daily duties include provisioning devices, policy management, device testing, security updates, and high level application/device support.
  • Provide technical specifications and requirements for major projects including servers, databases, network, and storage.
  • Disaster recovery plan architect (LDRPS) for multiple high risk applications for the bank.
  • Network Services Administrator Senior Analyst - Novell Netware, Novell eDirectory, MS Active Directory, SLP, DNS, TCPIP, Novell Client, and Novell ZenWorks workstation/server.
  • Workstation/Printer Administrator Level II Analyst - Novell Netware, MS Active Directory, Citrix application development and support, Auto-it PC/server login scripting, software/update deployments, PC/Server imaging.
Candidate Info
26
years in
workforce
10
years
at this job
HS
High School Diploma
Erie One Boces (mercruiser Marine Mechanic/boat Repair)
Harbor Occupation School (cnc, Machinist, Welding)
9

Bank Officer / Loan Analyst

Conduct analysis and help in the decision making of new corporate loans, most of which are guaranteed through the U.S. Small Business Administration program or USDA. Complete full write up and present to the Directors' Loan Committee weekly. Upon committee approval; help in packaging the loan to be approved by SBA or USDA

  • Review and grade current loans and present monthly to the Asset Classification Committee
  • Participate in the weekly Delinquency & Collection Committee meeting
  • Supervise a mortgage participation program with Gateway Bank with up to $25 million in investments
  • Community Reinvestment Act Officer
  • Supervise teller staff and branch operations
Candidate Info
5
years in
workforce
3
years
at this job
MA
Management
10

Team Leader/bank Officer

  • Led a team of 15 - 20 customer service representatives in assisting customers in 14 states in a fast-paced, high-volume call center.
  • Directed, planned, supervised, coached and evaluated the work of assigned staff. Coordinated workflow to achieve
  • Recognized for solid customer satisfaction, earning in latter two years an average team score of 6.45 out of 7.0, as sampled by the Gallup Organization.
  • Educated and coached to sales behaviors, influencing successful results.
  • Provided training and coaching support to 45 - 50 newly hired representatives in five classes as New Hire Team Leader for a period of nine months. This was in addition to responsibilities for a more tenured team.
  • Provided seamless transitions for representatives and customer base, as point of contact for Wachovia/First Union merger and the People's Bank of Westchester acquisition.
  • Engaged in quality initiatives for Wachovia Direct Access, representing the site as a key member of the quality task force. Collaboratively authored Retail Service standardized call guidelines and customer experience observation form.
  • Represented call center as subject matter expert on loan/lease car, quality task force, career pay and progression (incentive), and sales and service client partnership meetings and projects.
  • Coordinated rewards and recognition for site associates.
  • Interviewed candidates for open positions.
Candidate Info
34
years in
workforce
12
years
at this job

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