Banking Consultant Resume Samples

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Banking Consultants provide support to bank customers and help them handle their deposits and payments. They perform both operational and clerical tasks: maintaining filing systems, collecting customer data, monitoring transactions, assessing customer credentials, and adhering to bank procedures and policies. A well-written resume sample in the field usually focuses on abilities like knowledge of banking operations, customer service skills, computer competences, confidentiality, and teamwork. Employers select resumes highlighting at least an Associate’s Degree in banking or finance.

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1

Personal Banking Consultant/ Teller

  • Achieved or exceeded challenging personal sales goals for the past 3 consecutive quarters.
  • Effectively handle customer transactions, balance daily cash, ATM and vault inventory with a 0% error rate.
  • Proficiently research and resolve customer concerns regarding personal savings, checking, and loans.
  • Comply with all operational, security, and control policies and procedures.
Candidate Info
5
years in
workforce
2
years
at this job
HS
High School Diploma
AS
Arts
BA
Social Studies And Secondary Education
2

Corporate Banking Consultant

  • Responsible for new business development and existing client coverage and support.
  • Underwrote and obtained credit approval for multi-million dollar real estate and corporate loans for condominium and mixed use construction.
  • Monitored problematic loan in the oil and gas sector which required sovereign analysis.
  • Managed a multi-million dollar loan portfolio of real estate, corporate, oil and gas and energy loans.
  • Performed credit analysis, marketing and relationship management functions with customers and financial institutions for direct and syndicated loans.
  • Prepared comprehensive credit approval applications, memoranda and detailed analysis for new loan proposals and annual reviews.
  • Co-wrote credit policy and procedures manual for New York Branch.
  • Negotiated and drafted legal documentation.
Candidate Info
27
years in
workforce
1
year
at this job
BBA
Bachelor of Business Administration
JD
Juris Doctor
3

Telephone Banking Consultant

Providing customers, through telephone counseling Popular products and services, providing service on balances, transactions, applications for cards, payments to businesses, among others.

  • Ensure retention and growth of the customer base. Analyze the needs of service and customer complaints.
  • Evaluate alternatives and make decisions to resolve you immediately to the customer.
  • Promote cross-selling of financial products and services.
  • Fulfill the assigned work schedule and measurement requirements set by the unit.
Candidate Info
7
years in
workforce
1
year
at this job
BA
Criminal Justice
MBA
Forensic Sciences

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