Banker Resume Samples

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Bankers can work in various capacities, such as personal banking, commercial banking, or investment banking, and while each area differs in terms of roles and responsibilities, they are all ultimately responsible for managing the financial needs of their clients. Sample resumes of Bankers include such skills as assisting in the completion of personal and business-related transactions, and upholding bank security policies and procedures in all conducted business. While a high school diploma may be sufficient on an applicant's resume, a bachelor's degree in a related field is often preferred.

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11

Personal Banker

Established relationships with new and existing customers to provide them with products that fit their needs.

  • Knowledgeable in Consumer Lending and worked with underwriters to see through the loan until approval.
  • Generated new business by establishing solid relationships with existing customers to ensure repeat business and then using customers as referral sources, as well as cold calling new clients to generate new business.
  • Facilitated the opening of checking accounts as well as the origination of loans and lines of credit for both business and individuals.
  • Top Performer with [company name] as the number one Universal Banker in the Twin Cities East District two straight years.
Candidate Info
2
years in
workforce
2
years
at this job
BS
Business Administration
12

Mortgage Banker

Provided world-class service to potential clients searching for a suitable mortgage

  • Presented effective communication skills to better sales efficiency and customer service
  • Grasped complete knowledge in order to originate mortgage loans in the states of CA, IL, LA, MI, NJ, SC, NC, OH, PA, TX, VA, WA
  • Advised and educated clients on the refinance process and how to better manage their mortgages
  • Assisted clients through the loan process from application to closing
Candidate Info
6
years in
workforce
6
months
at this job
BA
Advertising
13

Relationship Banker II

Primarily responsible for the acquisition of new business and growth of existing client relationships.

  • Coached and trained branch team members on bank operations and best sales practices.
  • Ensured the office is operated in a professional manner to build customer confidence and trust.
  • Responsible for the overall branch operation in absence of the manger.
  • Demonstrated good risk management decisions, reduced preventable losses and fraudulent activity.
Candidate Info
4
years in
workforce
1
year
at this job
BS
Finance
14

Licensed Banker/small Business Specialist

Sell bank products such as packaged investments, IRA's, money markets, loans, credit cards, mortgages, DDA's and savings accounts.

  • Partnered with Financial Advisor to set appointments and find products suitable for clients
  • Assisted Business Banker and ADP to set up referrals to cross sell business products
  • Aided Branch Manager with customer service and Branch Action Plan
  • Managed all business accounts, loans, & convenience products
  • Served as Notary & handled medallion signature guarantees
Candidate Info
8
years in
workforce
3
years
at this job
AS
Accounting
BS
Organizational Leadership
BA
Criminal Justice / Psychology
15

Retail Personal Banker, Assistant Vice President

Responsible for driving consumer and small business relationships at a very large banking center (approx. 4,300 households and $194,000,000 in deposit base). Currently at 117% of annual production goal.

  • Personally manage a book of business of approximately 1,200 consumer and small business households
  • Hold role of lending specialist, have uncovered and worked more loans than any banker in the Region. Leader of Mortgage loans and Equity based options. Currently booked over $2,000,000 in loans in the last two months
  • Currently on a path to obtain licensing to offer Investment services as well. Goal to complete program by May 2015. Partner with Preferred Banking Specialist and Investment Executive to offer Investment alternatives. Banking Center obtained $150,000 investment revenue for January 2015
  • Responsible for leading the Northwest Ohio area for small business banking results (at 247% to annual goal)
  • Ace Award recipient for top sales - third quarter 2014
  • Banking Center is currently top performing P&L for 2015 in year over year revenue growth and contribution margin in entire company - January, February 2015
  • Certified in Consultative Sales and Service process - November 2014
Candidate Info
15
years in
workforce
10
months
at this job
HS
High School
BBA
Information Systems And Operations Management
16

Personal Banker

Client Relations: Provide outstanding service to business clients and consumers at one of the district's largest branches (Elston Plaza). Assess each client's needs, and present the appropriate products. Build a profile for new clients. Answer questions regarding all bank products and services. Identify and pursue all opportunities to cross-sell. Set up and maintain business accounts when a commercial specialist is not available. Follow up with clients to ensure they are satisfied and uncover new sales opportunities. Explain policies in language clients can understand, interacting in Spanish as needed.

  • Recognized several times as top producer in the region.
  • Recognized for overall productivity (2012) and direct deposits (2012).
  • Played a lead role in the branch's obtaining and maintaining Silver Status for customer experience.
  • Given enhanced responsibilities to resolve escalated customer service issues and lead staff meetings.
Candidate Info
13
years in
workforce
5
years
at this job
HS
High School Diploma
Business Systems
17

Personal Banker II

Lead banking center to operational excellence by ensuring team members understand and follow policies and procedures around cash controls, security, risk and audit to ensure operational integrity.

  • Support Risk Management Team by implementing safeguards on new account opening process as well as daily transaction currency controls to avoid losses, including all banking center audits
  • Branch Conversion Lead supporting transition of traditional retail bank model to progressive "retail express"
  • Branch audit scores in top 5% of all Retail Chicago Banking Centers (96% 2011, 96% 2012, 98%2013, 98%2014, 100%2015)
  • Top 1% for all personal bankers in Chicago on new account fraud loss, $0 lost to fraud over 24 months
  • 2013-14 Mentor Program Candidate for new employee onboarding/training for operations
  • Exhibit the core value of leadership by overseeing banking center in manager absence. Work with peers to develop banker training programs concentrated on building strong business partner referral systems.
Candidate Info
8
years in
workforce
4
years
at this job
AS
Associate of Science
18

Relationship Banker (licensed)

Analyzed individual portfolios and prepared quotes suitable for clients' financial needs, including brokerage accounts, mutual funds, retirement investment plans, and annuities.

  • Ensured compliance with operational, auditing procedures, fraud prevention to protect client assets.
  • Provided broad base financial and credit services with the goals of acquiring 100% of clients' business.
  • Responded to clients' inquiries relating to investment objectives, ensuring their understanding and satisfaction.
  • Developed and enhanced existing client wealth and asset portfolios.
  • Built strong partnerships with specialists in Investments, Private Client Wealth Management and Lending to facilitate the flow of available product information and generation of referrals.
Candidate Info
13
years in
workforce
9
years
at this job
BS
Business Management
MBA
Management
19

Personal Banker

Working closely with customers, ensuring that they receive the best service possible

  • Continuously receives "High Meets" rating in year end reviews
  • Recognized for having exceptional customer service by management team, peers, and numerous customer compliments
  • Helping peers get through the monthly quota
  • Answered all incoming calls and helped them with concerns and problems, as well as directing them to the appropriate department
  • Maintained and ordered appropriate office supplies
  • Following as well as keeping up with audits and Federal Regulations
Candidate Info
6
years in
workforce
3
years
at this job
BA
Human Development
20

Personal Banker

Opened and closed store branch and implemented daily managerial tasks: such as processed overrides, reviewed daily paperwork, managed and troubleshot difficult situations with customers, balanced vaults and ATM's regularly

  • Ensured customer satisfaction utilizing effective communication that was multicultural
  • Recommended relevant products and services and addressed all customer concerns
  • Cross-trained and motivated new employees across several domains
  • Prepared monthly schedules for banking center
  • Processed transactions in a timely manner to ensure customer satisfaction
  • Reviewed operations paperwork (signature cards, closing reports & teller's daily work) to ensure compliance with banking center guidelines
  • Helped customers apply for line of credit, first mortgages and refinances
Candidate Info
11
years in
workforce
8
years
at this job
Business Management

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