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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41

Multi Branch Banker

Provided help to branches within Suffolk District geographic in a role of as acting manager of the day, customer services representative, branch designee or help teller line if needed for the branch assigned

  • Partnered with Financial Advisor, Home Lending/Business specialist and transition to Branch Manager or Relationship Banker for the branch assigned to engage in strong customer relations
  • Ensured operational compliance to achieve successful audit for the branch assigned
  • Performed Supervisory decisions as acting manager, also act as an advocacy for customer's complains for branch assigned
Candidate Info
23
years in
workforce
1
year
at this job
C
English As A Second Language
C
Data Entry, Career Search, And Preparing For Interviews
C
Pre-employment Training Seminar: Resume Preparation, Interviewing Techniques, World Of Work Ethics And Time Management
42

Relationship Banker

Followed and implemented banking procedures and operations.

  • Considered the "Go To" person for banking, operational and Loan questions.
  • Responded to and resolved "escalating" customer inquiries and problems pertaining to consumer/Business deposit and lending accounts.
  • Partnered with sales specialists in Retail Lending, Small Business, Investments, Workplace Financial Services and other product areas to ensure a world-class customer experience.
  • Identified fraudulent activity to prevent potential losses to the bank. Filed SAR(Suspicious activity report) and the KYC(Know your customer).
  • Conducted investigative research work to prevent fraud and other risks to the bank, and partnered with back office personnel in the compliance department.
  • Ensured bank's policies and procedures are in compliance with the rules associated with mortgage lending, deposits and consumer lending.
Candidate Info
13
years in
workforce
7
years
at this job
AA
Business
BA
Finance
43

Officer Small Business Banker-present

Work closely with numerous business partners to optimize productivity and capture cross-selling opportunities.

  • Exhibited proactive involvement in various business, social, and community events with a vision to nurture new relationships that increased visibility in the branch's sales and marketing area.
  • Assessed various resources to generate accurate and complete credit recommendations along with recognizing several deteriorating credit situations.
  • Effectively prospects, manages and grows profitable account relationships with business customers that have annual gross sales between 250 thousand to 5 million.
  • Prepare complex credit analysis including projection modeling on both existing and prospective customer's credit needs.
Candidate Info
8
years in
workforce
9
months
at this job
AS
Business Administration
BA
Business Administration
44

Relationship Banker

  • Cultivate and manage new and existing client relationships of high-net-worth and influence
  • Visit business customers and attend meetings and conferences with them and other professionals
  • Maintain relationships with partners and senior management to maximize sales opportunity
  • Achieve higher than average sales surpassing company's quotas by 50% or more every quarter.
  • Earned National Achiever award for 2014. (Ranked in Top 600 out of 10,000 Bankers in the year of 2014.)
Candidate Info
9
years in
workforce
3
years
at this job
BS
Accounting
Accounting
45

Investment Representative / Relationship Banker

Acquired, retained, deepened and managed relationships with customers

  • Managed an assigned portfolio of customers and proactively met with them face to face and over the phone to discover their financial needs and provide product and service recommendations
  • Opened new accounts, offered convenient services, and helped the branch meet sales objectives contributing to the success of the firm
  • Handled and encouraged investor relationships
Candidate Info
7
years in
workforce
2
years
at this job
BA
International Business And Economics
MA
Finance
46

Personal Banker 2/teller Manager

Cross-sell consumer and business deposit products that assist in retaining and expanding the relationship

  • Provide customers with personal financial counseling and lending service in order to discover opportunities to up sell deposit or lending products.
  • Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business.
  • Respond to and Resolve "escalating" customer inquiries and problems pertaining to consumer deposit
  • Processing customer financial transactions accurately and efficiently
  • Staying current with Bank products such as IRA's, CD's, Loan processing/Originations, Checking and Saving accounts, Certificates of Deposit, Money Markets and other banking products
  • Following bank procedures and identifying fraudulent activity to prevent potential losses to the bank.
Candidate Info
9
years in
workforce
2
years
at this job
BA
Business Administration
Business Management
47

Retail Banker

Open Checking, Savings, Certificates of Deposit, and Individual Retirement Accounts while assuring all policies and procedures are held to the highest standard

  • Manage and process lines of credit for potential and exciting customers
  • Promote and maintain positive relations with all contacts, customers and potential
  • Manage wide variety of customer service procedures to ensure they are conducted to the highest standards
  • Responsible for cash drawers in excess of $15,000
  • Supervised monthly audits to ensure bank's operational performance
Candidate Info
10
years in
workforce
4
years
at this job
BA
Bachelor of Arts
48

Mortgage Banker

Ability to acquire skills necessary to make decisions and resolve conflicts while ensuring compliance with applicable procedures

  • Proven ability to meet customer needs and provide great service by informing customers of the loan process and ensuring a positive customer experience
  • Continuously learn and retain knowledge of new laws and regulations in mortgage lending
  • Consultative selling of first mortgages (Purchases and Refinance) in a telephone environment
  • Maintain a monthly $20-24 million refinance pipeline and a monthly $7-10 million purchase pipeline
  • Proactively convert inbound and outbound leads into FHA/Conventional/VA mortgage loan application
Candidate Info
2
years in
workforce
2
years
at this job
BA
Communications
Communications
49

Personal Banker

Building relationships with customer, analyzing their financial needs, and providing expert advice.

  • Generating more than 30% of high quality sales solution in branch.
  • Providing top rated customer service, managing daily customer concerns.
  • Working closely with partners and high-valued customers, building extensive knowledge of regional private banking.
  • Ensuring compliance with banking policies and procedures.
Candidate Info
7
years in
workforce
BE
Material Science And Engineering
MA
Entrepreneurship

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